Performance analysis of PPT (Putnam Premier Income Trust)
Annual Return
Over the past 3 years, PPT has had an average annual return of +7.52%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, PPT has had an average annual return of +2.38%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, PPT has had an average annual return of +4.81%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Nov 1, 1999, PPT has had an average annual return of +5.21%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.70% | +8.40% | +8.78% | +7.43% | -7.73% | -1.70% | -6.47% | +25.51% | -6.32% | +13.78% | +7.21% | +0.22% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +2.17% | +5.55% | +12.25% | -9.26% | +13.98% | +82.56% | -31.50% | +2% | +12.30% | -0.81% | +7.34% | +16.15% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +11.05% | +7.45% | +5.42% | -11.81% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.57% | +1% | -2.01% | -0.39% | +0.18% | -0.57% | +1.70% | ||||||
| 2025 | +2.71% | +0.17% | +0.73% | +1.02% | +3.23% | -0.37% | +0.45% | +1.53% | +0.70% | -0.10% | +0.17% | -2.03% | +8.40% |
| 2024 | +2.97% | -1.48% | -0.68% | -2.12% | +2.51% | +3.63% | +2.13% | +2.38% | +1.79% | -3.06% | -0.10% | +0.73% | +8.78% |
| 2023 | +5.96% | -2.71% | -2.82% | +0.45% | +2.15% | -1.50% | +4.46% | -3.13% | -3.83% | -0.71% | +5.04% | +4.53% | +7.43% |
| 2022 | -2.19% | -3.46% | +0.92% | -3.13% | +0.68% | -0.36% | +3.07% | -2.42% | -4.37% | +2.71% | +2.35% | -1.45% | -7.73% |
| 2021 | +0.12% | +3.16% | +3.09% | -3.37% | +0.99% | -0.30% | +0.35% | -1.59% | +1.02% | -3.82% | +0.13% | -1.24% | -1.70% |
| 2020 | +1.19% | -7.11% | -9.09% | +3% | +4.43% | -0.77% | +0.75% | -2.65% | -2.06% | +0.79% | +4.40% | +1.45% | -6.47% |
| 2019 | +6.09% | +1.52% | +4.13% | -0.10% | -0.10% | +1.87% | +4.40% | +0.10% | +0.09% | +2% | +2.16% | +1.01% | +25.51% |
| 2018 | -1.95% | +0.30% | +1.27% | +2.03% | -0.09% | -0.46% | +0.88% | +0.30% | +0.88% | -6.74% | +1.57% | -4.15% | -6.32% |
| 2017 | +6.59% | +1.06% | -0.07% | -0.26% | -1.42% | +6.36% | -0.26% | +0.48% | -0.81% | +1.61% | -3.24% | +3.41% | +13.78% |
Drawdown analysis of PPT (Putnam Premier Income Trust)
The maximum drawdown for the PPT was -49.69%, occurring on Nov 21, 2008. Recovery took 189 trading sessions.
The current PPT drawdown is -2.78%.
Since Nov 1, 1999 PPT has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.69% | May 21, 2008 | 129 | Nov 21, 2008 | 189 | Aug 25, 2009 | 318 |
| -31.74% | Jan 15, 2020 | 46 | Mar 23, 2020 | 1284 | May 1, 2025 | 1330 |
| -22.13% | Jun 3, 2011 | 123 | Nov 28, 2011 | 601 | Apr 22, 2014 | 724 |
| -17.27% | Nov 1, 1999 | 94 | Mar 16, 2000 | 212 | Jan 18, 2001 | 306 |
| -13.54% | Jun 25, 2014 | 411 | Feb 11, 2016 | 145 | Sep 8, 2016 | 556 |
| -12.78% | Nov 1, 2010 | 29 | Dec 13, 2010 | 99 | May 5, 2011 | 128 |
| -12.64% | Jun 7, 2001 | 70 | Sep 21, 2001 | 146 | Apr 23, 2002 | 216 |
| -12.13% | Jun 13, 2002 | 26 | Jul 22, 2002 | 116 | Jan 6, 2003 | 142 |
| -11.98% | May 14, 2018 | 153 | Dec 20, 2018 | 72 | Apr 5, 2019 | 225 |
| -10.83% | Mar 17, 2004 | 37 | May 10, 2004 | 89 | Sep 16, 2004 | 126 |
| -9.44% | Jan 14, 2008 | 43 | Mar 17, 2008 | 43 | May 16, 2008 | 86 |
| -9.26% | Jul 3, 2003 | 21 | Aug 4, 2003 | 93 | Dec 15, 2003 | 114 |
| -9.02% | Apr 27, 2010 | 17 | May 20, 2010 | 22 | Jun 22, 2010 | 39 |
| -7.20% | Jul 11, 2005 | 86 | Nov 9, 2005 | 200 | Aug 28, 2006 | 286 |
| -7.12% | Jul 3, 2007 | 31 | Aug 16, 2007 | 103 | Jan 14, 2008 | 134 |
| -6.81% | Jul 10, 2017 | 91 | Nov 15, 2017 | 102 | Apr 16, 2018 | 193 |
| -5.75% | Mar 4, 2005 | 52 | May 18, 2005 | 19 | Jun 15, 2005 | 71 |
| -5.05% | Feb 27, 2026 | 20 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -4.51% | Nov 4, 2004 | 3 | Nov 9, 2004 | 36 | Dec 31, 2004 | 39 |
| -4.23% | Feb 12, 2003 | 48 | Apr 23, 2003 | 21 | May 22, 2003 | 69 |
| -4.10% | Sep 23, 2025 | 59 | Dec 16, 2025 | 16 | Jan 9, 2026 | 75 |
| -3.89% | Jun 16, 2003 | 7 | Jun 25, 2003 | 4 | Jul 1, 2003 | 11 |
| -3.63% | Sep 8, 2016 | 7 | Sep 19, 2016 | 56 | Dec 7, 2016 | 63 |
| -3.33% | Mar 15, 2001 | 27 | Apr 24, 2001 | 28 | Jun 4, 2001 | 55 |
| -3.04% | Jan 8, 2010 | 3 | Jan 13, 2010 | 13 | Feb 2, 2010 | 16 |