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 −11.31% over the past year and −14.40% YTD, with dividends reinvested. Since Sep. 30, 2022, PBDC is up +33.12% in real purchasing-power return, or +7.34%/yr, and is currently −22.79% below its real total-return high on Feb. 19, 2025.

Data ending Wed Oct. 14, 2026

Growth of $10,000

Fri 2022-09-30💬 to Wed 2026-10-14 Overall
Return 		Exponential
Trendline
PBDC × 		+33.12%
+7.34%/yr 		+7.06%/yr
R2=0.431
Putnam ETF Trust - Putnam BDC Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2022-09-30💬 to Wed 2026-10-14 Start
Value 		End
Value
PBDC × 		$10,000.00
2022-09-30 		$13,312.16
2026-10-14

This Year’s Performance

through 2026-10-14

  YTD YoY
PBDC × 		−14.40% −11.31%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
PBDC × 		−22.79%
on 2026-10-14
from 2025-02-19 peak 		−23.14%
on 2026-06-24
from 2025-02-19 peak

Rolling Returns

Period ending Wed 2026-10-14 1 yr 2 yr 3 yr 5 yr 10 yr
PBDC × 		−11.31% −13.41%
−6.95%/yr 		+3.41%
+1.12%/yr 		— —

Annual Returns

Year PBDC
2026 (YTD) −14.40%
2025 −4.32%
2024 +16.09%
2023 +26.30%
2022 +10.86%