(PBDC) Putnam Trust - Putnam - Performance 3.8% in 12m
Compare PBDC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
63.81%
#21 in Group
Rel. Strength
52.28%
#3812 in Universe
Total Return 12m
3.78%
#30 in Group
Total Return 5y
60.09%
#28 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: PBDC (3.8%) vs XLF (19%)
5y Drawdown (Underwater) Chart
Top Performers in Financial
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| KIE NYSE ARCA SPDR S&P Insurance |
-4.05% | 19.5% | 141% | - | - | - | - | - |
| KBWP NASDAQ Invesco KBW Property |
-2.48% | 17.9% | 143% | - | - | - | - | - |
| IAK NYSE ARCA iShares U.S. Insurance |
-4.27% | 19% | 175% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
-3.16% | 37.6% | 188% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-7.67% | 2.51% | 161% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
-5.57% | 21% | 153% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
-4.4% | 23% | 134% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-4.51% | 19% | 133% | - | - | - | - | - |
Performance Comparison: PBDC vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for PBDC
| Total Return (including Dividends) | PBDC | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -7.72% | -4.51% | -5.89% |
| 3 Months | -9.78% | -7.56% | -12.45% |
| 12 Months | 3.78% | 18.95% | 6.72% |
| 5 Years | 60.09% | 132.81% | 101.06% |
| Trend Score (consistency of price movement) | PBDC | XLF | S&P 500 |
| 1 Month | -73.2% | -71.4% | -74.5% |
| 3 Months | -73.9% | -76.1% | -88.2% |
| 12 Months | 63.7% | 87.3% | 66.1% |
| 5 Years | 96.8% | 75.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #23 | -3.36% | -1.95% |
| 3 Month | #15 | -2.40% | 3.04% |
| 12 Month | #30 | -12.8% | -2.76% |
| 5 Years | #18 | -0.33% | 4.85% |
FAQs
Does PBDC Putnam Trust - Putnam outperforms the market?
No,
over the last 12 months PBDC made 3.78%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 18.95%.
Over the last 3 months PBDC made -9.78%, while XLF made -7.56%.
Over the last 3 months PBDC made -9.78%, while XLF made -7.56%.
Performance Comparison PBDC vs Indeces and Sectors
PBDC vs. Indices PBDC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 5.52% | -1.83% | 5.93% | -2.94% |
| US NASDAQ 100 | QQQ | 6.38% | -1.44% | 6.46% | -1.75% |
| US Dow Jones Industrial 30 | DIA | 6.69% | -1.90% | 5.39% | -1.53% |
| German DAX 40 | DAX | 0.16% | 1.68% | -11.1% | -14.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.81% | -0.22% | 3.65% | -2.11% |
| Hongkong Hang Seng | HSI | 1.23% | 2.10% | 4.41% | -12.4% |
| India NIFTY 50 | INDA | 1.15% | -12.5% | 3.48% | 0.71% |
| Brasil Bovespa | EWZ | 1.96% | -2.64% | 2.98% | 13.3% |
PBDC vs. Sectors PBDC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.27% | -2.06% | -2.88% | -9.76% |
| Consumer Discretionary | XLY | 6.39% | -3.80% | 3.19% | -5.44% |
| Consumer Staples | XLP | 2.22% | -10.9% | -4.29% | -10.2% |
| Energy | XLE | 0.80% | 2.36% | 4.87% | 14.1% |
| Financial | XLF | 4.15% | -3.21% | -2.19% | -15.2% |
| Health Care | XLV | 5.12% | -0.35% | 7.33% | 4.32% |
| Industrial | XLI | 4.40% | -3.02% | 5.85% | -1.58% |
| Materials | XLB | 3.80% | -1.07% | 13.0% | 11.3% |
| Real Estate | XLRE | 0.18% | -4.83% | 4.58% | -13.3% |
| Technology | XLK | 6.88% | 1.21% | 12.7% | 4.99% |
| Utilities | XLU | 2.21% | -7.30% | 0.19% | -20.6% |
| Aerospace & Defense | XAR | 3.83% | -7.76% | -3.83% | -20.4% |
| Biotech | XBI | 1.96% | 4.16% | 20.5% | 12.7% |
| Homebuilder | XHB | 4.57% | -0.88% | 23.8% | 12.9% |
| Retail | XRT | 3.82% | -5.61% | 10.6% | 8.17% |