Performance analysis of PBDC (Putnam BDC Income ETF)
Annual Return
Over the past 3 years, PBDC has had an average annual return of +8.63%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Sep 30, 2022, PBDC has had an average annual return of +13.04%, underperforming the benchmark SPY, which returned +24.38% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -7.73% | -1.55% | +19.41% | +30.46% | +10.87% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.31% | -11.33% | +2.99% | +6.06% | -3.90% | +0.44% | -7.73% | ||||||
| 2025 | +4.48% | +0.58% | -4.17% | -6.81% | +6.19% | +1.19% | +2.11% | +0.71% | -6.53% | -0.97% | +1.99% | +0.56% | -1.55% |
| 2024 | +1.57% | +1.28% | +4.12% | +2.41% | +2.63% | -0.58% | +0.72% | -1.47% | +0.57% | +1.06% | +4.38% | +1.33% | +19.41% |
| 2023 | +8.29% | +2.04% | -4.42% | +0.87% | +2.17% | +5.43% | +5.38% | +0.41% | +1.75% | -4.20% | +6.29% | +3.68% | +30.46% |
| 2022 | +0% | +10.64% | +4.47% | -4.08% | +10.87% |
Drawdown analysis of PBDC (Putnam BDC Income ETF)
The maximum drawdown for the PBDC was -20.29%, occurring on Mar 12, 2026. This drawdown has not yet recovered.
The current PBDC drawdown is -15.17%.
Since Sep 30, 2022 PBDC has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.29% | Feb 19, 2025 | 266 | Mar 12, 2026 | Ongoing | Ongoing | Ongoing |
| -10.57% | Mar 6, 2023 | 5 | Mar 13, 2023 | 60 | Jun 7, 2023 | 65 |
| -8.48% | Jul 8, 2024 | 20 | Aug 5, 2024 | 53 | Oct 18, 2024 | 73 |
| -6.44% | Nov 25, 2022 | 16 | Dec 19, 2022 | 15 | Jan 11, 2023 | 31 |
| -6.05% | Sep 28, 2023 | 21 | Oct 27, 2023 | 12 | Nov 14, 2023 | 33 |
| -5.37% | Oct 4, 2022 | 5 | Oct 11, 2022 | 10 | Oct 25, 2022 | 15 |
| -4.36% | Oct 21, 2024 | 10 | Nov 4, 2024 | 11 | Nov 19, 2024 | 21 |
| -3.33% | Jan 30, 2024 | 5 | Feb 6, 2024 | 21 | Mar 7, 2024 | 26 |
| -2.88% | Aug 7, 2023 | 11 | Aug 22, 2023 | 8 | Sep 1, 2023 | 19 |
| -2.73% | Jan 2, 2025 | 5 | Jan 10, 2025 | 4 | Jan 16, 2025 | 9 |
| -2.70% | Nov 29, 2024 | 13 | Dec 18, 2024 | 4 | Dec 24, 2024 | 17 |
| -2.48% | Feb 7, 2023 | 2 | Feb 9, 2023 | 6 | Feb 17, 2023 | 8 |
| -2.41% | Sep 1, 2023 | 2 | Sep 6, 2023 | 6 | Sep 14, 2023 | 8 |
| -2.40% | Jun 3, 2024 | 13 | Jun 21, 2024 | 8 | Jul 3, 2024 | 21 |
| -2.40% | Nov 7, 2022 | 2 | Nov 9, 2022 | 2 | Nov 11, 2022 | 4 |
| -1.98% | Jun 13, 2023 | 7 | Jun 23, 2023 | 3 | Jun 28, 2023 | 10 |
| -1.91% | Feb 17, 2023 | 1 | Feb 21, 2023 | 2 | Feb 23, 2023 | 3 |
| -1.83% | Jan 8, 2024 | 5 | Jan 16, 2024 | 8 | Jan 26, 2024 | 13 |
| -1.78% | May 14, 2024 | 7 | May 23, 2024 | 5 | May 31, 2024 | 12 |
| -1.78% | Apr 11, 2024 | 2 | Apr 15, 2024 | 4 | Apr 19, 2024 | 6 |
| -1.71% | Sep 19, 2023 | 2 | Sep 21, 2023 | 5 | Sep 28, 2023 | 7 |
| -1.63% | Mar 13, 2024 | 1 | Mar 14, 2024 | 5 | Mar 21, 2024 | 6 |
| -1.61% | Jan 12, 2023 | 4 | Jan 19, 2023 | 2 | Jan 23, 2023 | 6 |
| -1.41% | Mar 28, 2024 | 4 | Apr 4, 2024 | 5 | Apr 11, 2024 | 9 |
| -1.33% | Feb 27, 2023 | 2 | Mar 1, 2023 | 3 | Mar 6, 2023 | 5 |