(PHYD) Putnam Trust - Putnam - Performance 7.1% in 12m
Compare PHYD with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
55.96%
#22 in Group
Rel. Strength
61.78%
#3058 in Universe
Total Return 12m
7.09%
#33 in Group
Total Return 5y
15.43%
#42 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
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FCF Yield -
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12m Total Return: PHYD (7.1%) vs TLT (4.2%)
5y Drawdown (Underwater) Chart
Top Performers in High Yield Bond
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 |
|---|---|---|---|---|---|---|---|---|
| HYGH NYSE ARCA iShares Interest Rate |
-2.19% | 6.5% | 45.2% | - | - | - | - | - |
| HYS NYSE ARCA PIMCO 0-5 Year High Yield |
-2.09% | 7.79% | 38.8% | - | - | - | - | - |
| SJNK NYSE ARCA SPDR Bloomberg Short Term |
-1.96% | 7.28% | 37.7% | - | - | - | - | - |
| SHYL NYSE ARCA Xtrackers Short Duration |
-1.7% | 7.92% | 34.5% | - | - | - | - | - |
| SHYG NYSE ARCA iShares 0-5 Year High Yield |
-1.84% | 7.23% | 33% | - | - | - | - | - |
| YLD NYSE ARCA Principal Active High Yield |
-2.15% | 6.71% | 44.9% | - | - | - | - | - |
| HYDB BATS iShares Edge High Yield |
-2.91% | 7.09% | 35.9% | - | - | - | - | - |
| SPHY NYSE ARCA SPDR Portfolio High Yield |
-2.07% | 8.1% | 34.5% | - | - | - | - | - |
Performance Comparison: PHYD vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for PHYD
| Total Return (including Dividends) | PHYD | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | -1.21% | -2.20% | -7.04% |
| 3 Months | -0.80% | 2.51% | -10.88% |
| 12 Months | 7.09% | 4.18% | 5.72% |
| 5 Years | 15.43% | -40.34% | 100.77% |
| Trend Score (consistency of price movement) | PHYD | TLT | S&P 500 |
| 1 Month | -83.5% | -53.9% | -76.1% |
| 3 Months | -27.5% | 49.3% | -86.4% |
| 12 Months | 90.7% | -2.1% | 67.8% |
| 5 Years | 96.9% | -89.7% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #11 | 1.01% | 6.27% |
| 3 Month | #15 | -3.23% | 11.3% |
| 12 Month | #37 | 2.79% | 1.29% |
| 5 Years | #53 | 27.5% | -15.7% |
FAQs
Does PHYD Putnam Trust - Putnam outperforms the market?
Yes,
over the last 12 months PHYD made 7.09%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 4.18%.
Over the last 3 months PHYD made -0.80%, while TLT made 2.51%.
Over the last 3 months PHYD made -0.80%, while TLT made 2.51%.
Performance Comparison PHYD vs Indeces and Sectors
PHYD vs. Indices PHYD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.82% | 5.83% | 9.11% | 1.37% |
| US NASDAQ 100 | QQQ | 4.31% | 6.65% | 9.20% | 3.43% |
| US Dow Jones Industrial 30 | DIA | 1.92% | 3.96% | 7.14% | 0.41% |
| German DAX 40 | DAX | -8.68% | 6.84% | -9.47% | -12.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.18% | 6.54% | 4.26% | -0.86% |
| Hongkong Hang Seng | HSI | -3.85% | 9.94% | 7.72% | -9.05% |
| India NIFTY 50 | INDA | -0.19% | -4.63% | 9.69% | 6.41% |
| Brasil Bovespa | EWZ | -0.69% | 5.07% | 8.79% | 18.0% |
PHYD vs. Sectors PHYD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.01% | 6.37% | 0.91% | -6.17% |
| Consumer Discretionary | XLY | 5.41% | 5.01% | 6.90% | -0.25% |
| Consumer Staples | XLP | -1.44% | -1.10% | 1.46% | -5.40% |
| Energy | XLE | 2.86% | 10.7% | 10.2% | 19.9% |
| Financial | XLF | 1.11% | 3.66% | 1.19% | -12.3% |
| Health Care | XLV | 1.41% | 5.57% | 10.3% | 7.23% |
| Industrial | XLI | 1.32% | 4.76% | 9.74% | 3.20% |
| Materials | XLB | 0.32% | 6.23% | 16.5% | 15.0% |
| Real Estate | XLRE | -1.93% | 3.78% | 9.39% | -7.27% |
| Technology | XLK | 4.51% | 8.62% | 15.1% | 10.3% |
| Utilities | XLU | -1.70% | 0.90% | 4.88% | -19.3% |
| Aerospace & Defense | XAR | -0.84% | -0.60% | -0.30% | -16.1% |
| Biotech | XBI | -0.70% | 13.7% | 25.0% | 19.2% |
| Homebuilder | XHB | 4.43% | 8.0% | 28.5% | 18.8% |
| Retail | XRT | 4.06% | 4.54% | 16.4% | 14.1% |