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ISIN
US7467296072
Delisting Date
Jun 16, 2026
Issuer
Putnam
Inception Date
Jan 19, 2023
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$7M

Share Price Chart


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Performance

PCRB Performance Chart


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S&P 500 Index

Returns By Period


Putnam ESG Core Bond ETF -

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.79%
1M
1.13%
6M
7.71%
YTD
9.79%
1Y
20.06%
3Y*
18.60%
5Y*
11.43%
10Y*
13.27%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PCRB Monthly Returns History


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.14%1.75%-1.54%-0.19%-0.05%-0.56%-0.48%
20250.27%2.43%0.07%0.36%-0.66%1.64%-0.28%1.21%1.06%0.56%0.64%-0.25%7.21%
2024-0.39%-1.21%1.18%-2.44%1.77%0.95%2.37%1.52%1.25%-2.53%1.19%-1.61%1.91%
20230.11%-2.49%2.26%0.43%-1.08%-0.47%-0.10%-0.42%-2.60%-1.30%4.50%3.80%2.40%

Benchmark Metrics

Putnam ESG Core Bond ETF - has an annualized alpha of 2.40%, beta of 0.05, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since January 20, 2023.

  • This ETF participated in 34.68% of S&P 500 Index downside but only 18.52% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.05 may look defensive, but with R2 of 0.02 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.02 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
2.40%
Beta
0.05
0.02
Upside Capture
18.52%
Downside Capture
34.68%

Expense Ratio

PCRB has an expense ratio of 0.35%, placing it in the medium range.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Putnam ESG Core Bond ETF - (PCRB) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PCRBBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.29

Calmar ratioReturn relative to maximum drawdown

2.21

Martin ratioReturn relative to average drawdown

9.61

Dividends

Dividend History

Putnam ESG Core Bond ETF - provided a 9.42% dividend yield over the last twelve months, with an annual payout of $4.32 per share.


3.60%3.80%4.00%4.20%4.40%$0.00$0.50$1.00$1.50$2.00202320242025
Dividends
Dividend Yield
PeriodTTM202520242023
Dividend$4.32$2.12$2.10$1.80

Dividend yield

9.42%4.30%4.38%3.65%

Monthly Dividends

The table displays the monthly dividend distributions for Putnam ESG Core Bond ETF -. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.28$2.52$0.20$0.24$0.00$3.24
2025$0.17$0.17$0.17$0.17$0.17$0.18$0.17$0.19$0.16$0.20$0.17$0.20$2.12
2024$0.17$0.17$0.17$0.17$0.17$0.17$0.17$0.17$0.17$0.17$0.17$0.20$2.10
2023$0.15$0.15$0.15$0.15$0.16$0.16$0.16$0.17$0.17$0.37$1.80

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Putnam ESG Core Bond ETF -. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Putnam ESG Core Bond ETF - was 7.20%, occurring on Oct 19, 2023. Recovery took 38 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

2023 pullback2023
-7.20%Oct 2023
8mo 18d1mo 25d
10mo 13dFeb 2023 - Dec 2023
2025 pullback2025
-4.73%Jan 2025
3mo 28d5mo 14d
9mo 12dSep 2024 - Jun 2025
2024 pullback2024
-3.48%Apr 2024
2mo 14d1mo 29d
4mo 13dFeb 2024 - Jun 2024
2026 pullback2026
-3.02%May 2026
2mo 18d
4mo 14dMar 2026 - now
2024 pullback2024
-1.95%Jan 2024
27d8d
1mo 5dDec 2023 - Feb 2024

Drawdown Indicators


PCRBBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-56.78%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-1.24%

Average Drawdown

Average peak-to-trough decline

-10.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.09%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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