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Putnam Short Duration Bond Fund Class A: (MF: PARTX)
(NASDAQ Mutual Funds) As of Jan 26, 2026 05:48 PM ET
$10.00 USD
0.00 (NA)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.63 | 79 |
| 3 months | 1.19 | 32 |
| 6 months | 2.44 | 78 |
| 1 Year | 5.63 | 79 |
| 3 Year | 5.73 | 43 |
| 5 Year | 2.52 | 33 |
| 10 Year | 2.75 | 42 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 41.97 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 3.30 |
| 5 Year | 2.06 |
| 10 Year | 2.52 |
| Since Inception | 1.95 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.58 | 1.49 | 1.24 | 1.19 |
| 2024 | 1.04 | 1.09 | 2.98 | 0.18 |
| 2023 | 1.71 | 0.17 | 1.10 | 3.05 |
| 2022 | -2.82 | -1.46 | -1.16 | 1.14 |
| 2021 | 0.18 | 0.48 | 0.18 | -0.74 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.63 | 5.39 | 6.16 | -4.27 | 0.10 | 2.98 | 4.63 | 1.96 | 3.09 | 2.26 |
| % Total Return Rel to Index | -1.75 | 4.12 | 0.63 | 8.74 | 1.65 | -4.51 | -4.09 | 1.94 | -0.44 | -0.39 |
| % Total Return Rel to Peer | -1.39 | 1.52 | -0.23 | 5.25 | -0.56 | -2.94 | -3.34 | 3.10 | -0.91 | -2.87 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 2.00 | 3.00 | 4.00 | 5.00 | 1.00 | 4.00 | 4.00 |
| % Dividends | 0.39 | 0.38 | 0.35 | 0.18 | 0.14 | 0.16 | 0.27 | 0.18 | 0.22 | 0.24 |
| % Yield | 3.86 | 3.81 | 3.96 | 1.93 | 1.36 | 1.60 | 2.67 | 1.81 | 2.22 | 2.41 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.62 | 0.62 | 0.62 | 0.62 | 0.62 | 0.62 | 0.62 | 0.65 | 0.65 | 0.62 |
* 1 = Top 20%, 5 = Bottom 20%