Putnam Mortgage Securities R (PGVRX)

10.54 -0.02 (-0.19%) USD  |  Aug 16 2022

PGVRX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
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5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of August 16, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Putnam Mortgage Securities R
3.07%
-0.68%
5.19%
-0.53%
0.35%
0.63%
-1.06%
11.98%
-0.88%
-4.44%
-4.31%
Bloomberg US Aggregate
4.21%
-2.02%
5.97%
0.55%
2.65%
3.54%
0.01%
8.72%
7.51%
-1.54%
-8.76%
Putnam Income R5
10.84%
2.23%
5.54%
-1.54%
2.36%
6.26%
0.66%
11.58%
7.18%
-3.57%
-7.97%
Goldman Sachs Bond R
9.06%
-0.56%
5.08%
-0.04%
2.34%
2.58%
-2.15%
9.94%
11.15%
-2.84%
-10.45%
Hartford Total Return Bond R5
7.38%
-1.56%
5.66%
-0.67%
3.99%
5.02%
-0.89%
10.58%
9.08%
-0.95%
-10.18%
JPMorgan Total Return R2
8.00%
-0.21%
4.58%
-1.17%
4.14%
3.61%
-1.35%
8.83%
6.43%
-2.24%
-9.17%
As of August 16, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Putnam Mortgage Securities R
2.52%
1.24%
-3.96%
-6.91%
-1.92%
0.15%
0.59%
2.74%
2.81%
5.20%
Bloomberg US Aggregate
1.15%
0.85%
-4.89%
-9.52%
-1.17%
1.07%
1.69%
3.28%
3.57%
4.55%
Putnam Income R5
1.74%
0.76%
-5.23%
-9.49%
-1.38%
1.71%
2.52%
4.19%
4.23%
5.91%
Goldman Sachs Bond R
1.95%
-0.22%
-6.61%
-11.54%
-1.05%
0.73%
1.69%
3.13%
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3.06%
Hartford Total Return Bond R5
1.97%
0.66%
-6.01%
-10.70%
-0.76%
1.39%
2.11%
3.32%
3.79%
4.63%
JPMorgan Total Return R2
1.20%
0.63%
-5.37%
-10.30%
-1.97%
0.40%
1.49%
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3.50%
As of August 16, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
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15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of July 31, 2022