Performance analysis of PIM (Putnam Master Intermediate Income Trust)
Annual Return
Over the past 3 years, PIM has had an average annual return of +8.26%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, PIM has had an average annual return of +2.06%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, PIM has had an average annual return of +4.41%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, PIM has had an average annual return of +5.04%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.49% | +10.91% | +10.84% | +8.44% | -12.48% | -0.43% | -2.91% | +20.69% | -5.08% | +10.55% | +8.81% | +1.08% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +1.51% | +5.97% | +6.26% | -5.61% | +6.13% | +78.81% | -29.68% | +4.68% | +11.93% | -1.37% | +6.37% | +16.08% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +11.55% | +6.11% | +8.70% | -9.52% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.25% | +0.98% | -0.82% | -0.24% | -1.16% | +0% | -1.49% | ||||||
| 2025 | +2.52% | +0.36% | +0.97% | +0.37% | +1.88% | +0.66% | +0.06% | +1.27% | +3.34% | -1.69% | +0.05% | +0.68% | +10.91% |
| 2024 | +1.95% | -0.87% | +1.32% | -2.44% | +3.29% | +2.11% | +4.26% | +0.96% | +1.84% | -2.59% | +0.68% | +0.06% | +10.84% |
| 2023 | +5.70% | -3.81% | -0.24% | -0.24% | +1.67% | +0.07% | +3.25% | -2.71% | -2.82% | -1.92% | +5.86% | +3.93% | +8.44% |
| 2022 | -4.25% | -4.72% | +1.20% | -1.63% | -1.65% | +0.35% | +0.36% | +1.24% | -4.34% | +2.54% | +1.57% | -3.54% | -12.48% |
| 2021 | -0.90% | +1% | +3.65% | -1.10% | +0.28% | -0.66% | -0.19% | -1.64% | +0.55% | -1.93% | -1.47% | +2.12% | -0.43% |
| 2020 | +2.11% | -9.63% | -4.74% | +3.69% | +4.80% | -5.99% | +3.94% | -0.71% | -0.23% | -0.73% | +3.22% | +2.47% | -2.91% |
| 2019 | +4.96% | +0.46% | +3.40% | +0.67% | -0.88% | +3.36% | +1.31% | +0.87% | -0.21% | +2.18% | +2.37% | +0.63% | +20.69% |
| 2018 | +0.55% | -0.29% | -0.08% | +2.03% | -1.37% | +0.27% | -0.38% | -0.60% | -0.83% | -3.28% | +2.11% | -3.15% | -5.08% |
| 2017 | +2.54% | +0.34% | +0.56% | +2.69% | -0.29% | -0.94% | +1.63% | +0.34% | +0.76% | +2.03% | -0.08% | +0.56% | +10.55% |
Drawdown analysis of PIM (Putnam Master Intermediate Income Trust)
The maximum drawdown for the PIM was -43.30%, occurring on Dec 9, 2008. Recovery took 163 trading sessions.
The current PIM drawdown is -3.51%.
Since Nov 1, 1999 PIM has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.30% | May 21, 2008 | 140 | Dec 9, 2008 | 163 | Aug 4, 2009 | 303 |
| -28.13% | Feb 7, 2020 | 30 | Mar 23, 2020 | 1130 | Sep 18, 2024 | 1160 |
| -21.58% | Jun 6, 2011 | 122 | Nov 28, 2011 | 644 | Jun 23, 2014 | 766 |
| -14.82% | Nov 2, 1999 | 91 | Mar 14, 2000 | 209 | Jan 10, 2001 | 300 |
| -13.57% | Mar 22, 2010 | 32 | May 6, 2010 | 36 | Jun 28, 2010 | 68 |
| -13.02% | Nov 9, 2010 | 22 | Dec 10, 2010 | 117 | May 31, 2011 | 139 |
| -12.76% | Jun 23, 2014 | 413 | Feb 11, 2016 | 128 | Aug 15, 2016 | 541 |
| -10.86% | Jun 7, 2001 | 70 | Sep 21, 2001 | 83 | Jan 22, 2002 | 153 |
| -10.28% | May 3, 2018 | 160 | Dec 20, 2018 | 67 | Mar 29, 2019 | 227 |
| -9.45% | Mar 30, 2004 | 21 | Apr 29, 2004 | 85 | Aug 31, 2004 | 106 |
| -9.32% | Jun 14, 2002 | 27 | Jul 24, 2002 | 30 | Sep 5, 2002 | 57 |
| -7.30% | Jul 6, 2005 | 97 | Nov 21, 2005 | 185 | Aug 17, 2006 | 282 |
| -7.26% | Jul 3, 2007 | 31 | Aug 16, 2007 | 91 | Dec 26, 2007 | 122 |
| -7.07% | Jan 3, 2008 | 46 | Mar 11, 2008 | 38 | May 5, 2008 | 84 |
| -6.45% | Sep 12, 2025 | 67 | Dec 17, 2025 | Ongoing | Ongoing | Ongoing |
| -6.36% | Feb 25, 2005 | 20 | Mar 28, 2005 | 70 | Jul 6, 2005 | 90 |
| -6.33% | Sep 24, 2024 | 38 | Nov 15, 2024 | 90 | Mar 31, 2025 | 128 |
| -6.31% | Oct 2, 2002 | 11 | Oct 17, 2002 | 55 | Jan 7, 2003 | 66 |
| -6.08% | Feb 3, 2003 | 36 | Mar 26, 2003 | 38 | May 20, 2003 | 74 |
| -5.96% | Oct 11, 2004 | 21 | Nov 9, 2004 | 61 | Feb 7, 2005 | 82 |
| -5.95% | Jul 3, 2003 | 30 | Aug 15, 2003 | 44 | Oct 17, 2003 | 74 |
| -5.59% | Feb 22, 2010 | 4 | Feb 26, 2010 | 16 | Mar 22, 2010 | 20 |
| -5.51% | Oct 27, 2009 | 10 | Nov 10, 2009 | 22 | Dec 11, 2009 | 32 |
| -5.33% | Oct 30, 2017 | 13 | Nov 16, 2017 | 31 | Jan 3, 2018 | 44 |
| -4.66% | Apr 1, 2025 | 4 | Apr 7, 2025 | 16 | Apr 30, 2025 | 20 |