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 −9.14% over the past year and −4.34% YTD, with dividends reinvested. Since Sep. 30, 2022, PBDC is up +48.76% in real purchasing-power return, or +10.81%/yr, and is currently −13.72% below its real total-return high on Feb. 19, 2025.

Data ending Thu Aug. 13, 2026

Growth of $10,000

Fri 2022-09-30💬 to Thu 2026-08-13 Overall
Return 		Exponential
Trendline
PBDC × 		+48.76%
+10.81%/yr 		+8.00%/yr
R2=0.485
Putnam ETF Trust - Putnam BDC Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2022-09-30💬 to Thu 2026-08-13 Start
Value 		End
Value
PBDC × 		$10,000.00
2022-09-30 		$14,875.90
2026-08-13

This Year’s Performance

through 2026-08-13

  YTD YoY
PBDC × 		−4.34% −9.14%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
PBDC × 		−13.72%
on 2026-08-13
from 2025-02-19 peak 		−23.14%
on 2026-06-24
from 2025-02-19 peak

Rolling Returns

Period ending Thu 2026-08-13 1 yr 2 yr 3 yr 5 yr 10 yr
PBDC × 		−9.14% +2.16%
+1.07%/yr 		+13.96%
+4.45%/yr 		— —

Annual Returns

Year PBDC
2026 (YTD) −4.34%
2025 −4.32%
2024 +16.09%
2023 +26.30%
2022 +10.86%