All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

PBDC: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

PBDC real return snapshot: after CPI-U inflation, PBDC returned −10.04% over the past year and −5.91% YTD, with dividends reinvested. Since Sep. 30, 2022, PBDC is up +46.32% in real purchasing-power return, or +10.19%/yr, and is currently −15.13% below its real total-return high on Feb. 19, 2025.

Data ending Wed Sep. 2, 2026

Growth of $10,000

Fri 2022-09-30💬 to Wed 2026-09-02 Overall
Return 		Exponential
Trendline
PBDC × 		+46.32%
+10.19%/yr 		+7.75%/yr
R2=0.475
Putnam ETF Trust - Putnam BDC Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2022-09-30💬 to Wed 2026-09-02 Start
Value 		End
Value
PBDC × 		$10,000.00
2022-09-30 		$14,632.43
2026-09-02

This Year’s Performance

through 2026-09-02

  YTD YoY
PBDC × 		−5.91% −10.04%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
PBDC × 		−15.13%
on 2026-09-02
from 2025-02-19 peak 		−23.14%
on 2026-06-24
from 2025-02-19 peak

Rolling Returns

Period ending Wed 2026-09-02 1 yr 2 yr 3 yr 5 yr 10 yr
PBDC × 		−10.04% −3.45%
−1.74%/yr 		+11.75%
+3.77%/yr 		— —

Annual Returns

Year PBDC
2026 (YTD) −5.91%
2025 −4.32%
2024 +16.09%
2023 +26.30%
2022 +10.86%