Wednesday, June 2, 2010

PDVYX vs SPY

We have held Putnam Diversified Income Trust (PDVYX) for some time now. It's relative performance to the S&P 500 (spy) has been very good. Year to date SPY has lost 3.11% (annualized rate at -7.44%), while PDVYX has gained 5.25% (annualized rate at +13.34). Not bad for a fund that Morningstar rated with a meager 2 out of 5 stars). Well, so much for Morningstar ratings.

PDVYX = Red Line
SPY = Blue Line

(Click on the chart for easier viewing)




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