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 −6.99% over the past year and −9.49% YTD, with dividends reinvested. Since Sep. 30, 2022, PBDC is up +40.76% in real purchasing-power return, or +8.71%/yr, and is currently −18.36% below its real total-return high on Feb. 19, 2025.

Data ending Wed Nov. 4, 2026

Growth of $10,000

Fri 2022-09-30💬 to Wed 2026-11-04 Overall
Return 		Exponential
Trendline
PBDC × 		+40.76%
+8.71%/yr 		+6.65%/yr
R2=0.401
Putnam ETF Trust - Putnam BDC Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2022-09-30💬 to Wed 2026-11-04 Start
Value 		End
Value
PBDC × 		$10,000.00
2022-09-30 		$14,075.82
2026-11-04

This Year’s Performance

through 2026-11-04

  YTD YoY
PBDC × 		−9.49% −6.99%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
PBDC × 		−18.36%
on 2026-11-04
from 2025-02-19 peak 		−24.14%
on 2026-10-19
from 2025-02-19 peak

Rolling Returns

Period ending Wed 2026-11-04 1 yr 2 yr 3 yr 5 yr 10 yr
PBDC × 		−6.99% −6.11%
−3.10%/yr 		+6.35%
+2.07%/yr 		— —

Annual Returns

Year PBDC
2026 (YTD) −9.49%
2025 −4.32%
2024 +16.09%
2023 +26.30%
2022 +10.86%