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Putnam Income Fund Class A: (MF: PINCX)
(NASDAQ Mutual Funds) As of Jul 24, 2024 08:00 PM ET
$5.23 USD
-0.01 (-0.19%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.90 | 54 |
| 3 months | 0.45 | 56 |
| 6 months | 0.90 | 54 |
| 1 Year | 4.74 | 55 |
| 3 Year | -3.27 | 81 |
| 5 Year | -0.42 | 85 |
| 10 Year | 1.13 | 73 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 26.52 |
| Bear Market (10/07 - 2/09) | -15.85 |
| Bull Market (2/09 - 3/21) | 109.89 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 0.71 |
| 5 Year | -1.19 |
| 10 Year | 0.74 |
| Since Inception | 6.93 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.45 | 0.45 | NA | NA |
| 2023 | 1.82 | -0.86 | -2.95 | 6.96 |
| 2022 | -4.84 | -5.51 | -5.94 | 2.92 |
| 2021 | -2.40 | 0.08 | -0.63 | -1.01 |
| 2020 | -0.78 | 4.16 | 1.21 | 2.29 |
| 2019 | 3.58 | 3.78 | 2.82 | 0.66 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.90 | 4.78 | -12.96 | -3.92 | 6.99 | 11.27 | 0.45 | 5.82 | 2.03 | -1.75 | 5.12 |
| % Total Return Rel to Index | 1.60 | -0.74 | 0.05 | -2.38 | -0.51 | 2.54 | 0.44 | 2.28 | -0.61 | -2.32 | -0.81 |
| % Total Return Rel to Peer | -0.27 | -1.61 | -3.43 | -4.59 | 1.05 | 3.29 | 1.59 | 1.81 | -3.09 | 0.23 | 2.51 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 4.00 | 5.00 | 3.00 | 1.00 | 2.00 | 2.00 | 5.00 | 4.00 | 2.00 |
| % Dividends | 0.12 | 0.38 | 0.41 | 0.24 | 0.17 | 0.23 | 0.24 | 0.24 | 0.21 | 0.20 | 0.30 |
| % Yield | 2.32 | 7.13 | 7.39 | 3.54 | 2.19 | 3.15 | 3.42 | 3.31 | 3.08 | 2.90 | 4.04 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.22 | 0.10 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.75 | 0.75 | 0.73 | 0.74 | 0.85 | 0.87 | 0.88 | 0.87 | 0.85 | 0.85 |
* 1 = Top 20%, 5 = Bottom 20%