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 −14.95% over the past year and −11.61% YTD, with dividends reinvested. Since Sep. 30, 2022, PBDC is up +37.46% in real purchasing-power return, or +8.85%/yr, and is currently −20.27% below its real total-return high on Feb. 19, 2025.

Data ending Thu Jul. 2, 2026

Fri 2022-09-30💬 to Thu 2026-07-02 YTD
Return
1 Year
Return
PBDC
×
−11.61%
2026-07-02
−14.95%
2026-07-02
Putnam ETF Trust - Putnam BDC Income ETF Exchange-Traded Fund

Returns

Fri 2022-09-30💬 to Thu 2026-07-02 Overall
Return
Exponential
Trendline
PBDC
×
+37.46%
+8.85%/yr
+8.80%/yr
(R2=0.531)
Putnam ETF Trust - Putnam BDC Income ETF Exchange-Traded Fund

Growth of $10,000

Fri 2022-09-30💬 to Thu 2026-07-02 Start
Value
End
Value
PBDC
×
$10,000.00
2022-09-30
$13,745.87
2026-07-02
Putnam ETF Trust - Putnam BDC Income ETF Exchange-Traded Fund

Annual Returns

Year PBDC
2026 (YTD) −11.61%
2025 −4.32%
2024 +16.09%
2023 +26.30%
2022 +10.86%

Drawdowns

Fri 2022-09-30💬 to Thu 2026-07-02 Current
Drawdown
Worst
Drawdown
PBDC
×
−20.27%
from 2025-02-19 peak
−23.56%
2026-06-24
from 2025-02-19 peak
Putnam ETF Trust - Putnam BDC Income ETF Exchange-Traded Fund

Rolling Returns

Period ending Thu 2026-07-02 1
Year
2
Years
3
Years
5
Years
10
Years
PBDC
×
−14.95% −11.05%
−5.69%/yr
+11.04%
+3.55%/yr
Putnam ETF Trust - Putnam BDC Income ETF Exchange-Traded Fund