C000071706 Performance — Putnam Short Duration Bond Fund, CL B
Data updated: 2026-09-25
C000071706 returned +7.76% over one year to Oct 2024. Annualised returns are +1.77% over 3 years and +1.85% over 5 years. The fund beat its Short-Term Corporate Bond category average: $100 invested three years ago grew to $105, against $104 for the category, and to $108 over one year, against $107. Volatility over the past three years was 2.68% a year. In the 12 months to Jul 2026 the fund took in a net $17.3M, and assets reached $1.41B.
C000071706 Growth of $100
What $100 invested in Putnam Short Duration Bond Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Short-Term Corporate Bond category average over the same months.
| Period | C000071706 | Category average |
|---|---|---|
| 1 year (Sep 2023 – Oct 2024) | $108 | $107 |
| 3 years (Sep 2021 – Oct 2024) | $105 | $104 |
| 5 years (Sep 2019 – Oct 2024) | $110 | $114 |
| Since data start (Aug 2019 – Oct 2024) | $110 | $114 |
C000071706 Trailing Returns
Total returns to Oct 2024, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +7.76% |
| 3 years (annualised) | +1.77% |
| 5 years (annualised) | +1.85% |
C000071706 Annual Returns
Calendar-year total returns of Putnam Short Duration Bond Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2024 (Jan–Oct) | +5.20% |
| 2023 | +4.90% |
| 2022 | −3.69% |
| 2021 | −0.35% |
| 2020 | +2.10% |
| 2019 (Aug–Dec) | +1.68% |
C000071706 Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | +1.6% | −0.3% | +0.6% | −0.2% | +1.2% | +0.5% | +0.8% | — | — | +0.9% | — | — |
| 2023 | +1.1% | +0.6% | +1.1% | −0.7% | +0.6% | −0.1% | −0.2% | +0.1% | +0.1% | +0.4% | +0.6% | +1.4% |
| 2022 | −0.2% | −0.8% | −1.4% | −0.6% | +0.8% | −1.1% | +0.4% | −0.3% | −1.3% | −0.7% | +1.2% | +0.3% |
| 2021 | +0.4% | +0.2% | −0.1% | +0.1% | +0.1% | 0.0% | +0.2% | −0.5% | 0.0% | 0.0% | −0.8% | −0.1% |
| 2020 | +0.1% | +1.9% | −4.0% | +0.6% | +0.3% | +1.1% | +1.2% | +0.1% | +0.1% | +0.3% | +0.2% | +0.3% |
| 2019 | — | — | — | — | — | — | — | +0.3% | 0.0% | +0.5% | +0.7% | +0.2% |
C000071706 Risk
Risk measures from monthly returns over Sep 2021 – Oct 2024.
- 3-year volatility (annualised): 2.68%
- 3-year Sharpe ratio: -1.02 (vs 4.5% risk-free rate)
- Best month: +1.56% (Jan 2024)
- Worst month: −1.41% (Mar 2022)
C000071706 Fund Flows
Monthly money in and out of Putnam Short Duration Bond Fund, from SEC Form N-PORT.
- 12-month net flow: $17.3M
- 12-month gross sales (incl. reinvestments): $557.1M
- Sales ÷ redemptions: 1.03×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $54.1M | $42.1M | $12.0M |
| Jun 2026 | $41.8M | $52.0M | −$10.2M |
| May 2026 | $46.2M | $30.1M | $16.1M |
| Apr 2026 | $47.9M | $46.9M | $998K |
| Mar 2026 | $72.7M | $46.8M | $25.9M |
| Feb 2026 | $45.6M | $34.2M | $11.4M |
| Jan 2026 | $47.8M | $36.6M | $11.2M |
| Dec 2025 | $53.5M | $40.3M | $13.2M |
| Nov 2025 | $36.6M | $47.0M | −$10.4M |
| Oct 2025 | $43.4M | $78.3M | −$34.9M |
| Sep 2025 | $38.6M | $45.5M | −$6.9M |
| Aug 2025 | $29.0M | $40.1M | −$11.1M |
C000071706 Assets Under Management
Net assets of Putnam Short Duration Bond Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $1.41B |
| 2026-04-30 | $1.40B |
| 2026-01-31 | $1.37B |
| 2025-10-31 | $1.35B |
| 2025-07-31 | $1.39B |
| 2025-04-30 | $1.37B |
| 2025-01-31 | $1.31B |
| 2024-10-31 | $1.27B |
| 2024-07-31 | $1.27B |
| 2024-04-30 | $1.28B |
| 2024-01-31 | $1.25B |
| 2023-10-31 | $1.22B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.