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Putnam Master Intermediate Income Trust (PIM)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

CUSIP
745073008

Share Price Chart


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Often compared with PIM:
PIM vs. PIMIXMore PIM alternatives

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Putnam Master Intermediate Income Trust, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period


Putnam Master Intermediate Income Trust

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

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Apr 19, 1988, PIM's average daily return is +0.02%, while the average monthly return is +0.28%. At this rate, your investment would double in approximately 20.7 years.

Historically, 55% of months were positive and 45% were negative. The best month was Jan 2009 with a return of +12.3%, while the worst month was Nov 2008 at -21.3%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 9 months.

On a daily basis, PIM closed higher 39% of trading days. The best single day was Oct 13, 2008 with a return of +19.2%, while the worst single day was Nov 21, 2008 at -10.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.26%0.02%-0.24%
20252.52%0.36%0.97%0.38%1.88%0.67%0.06%1.26%3.34%-1.69%0.05%0.68%10.91%
20241.95%-0.87%1.33%-2.43%3.29%2.12%4.26%0.97%1.85%-2.60%0.69%0.07%10.88%
20235.70%-3.81%-0.24%-0.24%1.66%0.07%3.25%-2.72%-2.82%-1.92%5.86%3.95%8.45%
2022-4.26%-4.73%1.21%-1.63%-1.65%0.36%0.35%1.23%-4.34%2.55%1.57%-3.54%-12.49%
2021-0.90%1.00%3.65%-1.10%0.29%-0.66%-0.19%-1.64%0.55%-1.93%-1.47%2.12%-0.44%

Benchmark Metrics

Putnam Master Intermediate Income Trust has an annualized alpha of 1.70%, beta of 0.24, and R² of 0.07 versus S&P 500 Index. Calculated based on daily prices since April 20, 1988.

  • This fund participated in 32.47% of S&P 500 Index downside but only 25.62% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.24 may look defensive, but with R² of 0.07 this fund 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 fund's risk.
  • R² of 0.07 means this fund 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
1.70%
Beta
0.24
0.07
Upside Capture
25.62%
Downside Capture
32.47%

Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Putnam Master Intermediate Income Trust (PIM) and compare them to a chosen benchmark (S&P 500 Index).


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Explore PIM risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Putnam Master Intermediate Income Trust provided a 6.65% dividend yield over the last twelve months, with an annual payout of $0.22 per share. The fund has been increasing its distributions for 4 consecutive years.


6.50%7.00%7.50%8.00%$0.00$0.10$0.20$0.30$0.4020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.22$0.26$0.26$0.26$0.26$0.26$0.35$0.36$0.29$0.31$0.31$0.31

Dividend yield

6.65%7.90%8.10%8.28%8.25%6.68%8.32%7.59%6.82%6.54%6.77%6.86%

Monthly Dividends

The table displays the monthly dividend distributions for Putnam Master Intermediate Income Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.02$0.00$0.02
2025$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.26
2024$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.26
2023$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.26
2022$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.26
2021$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.26

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 Master Intermediate Income Trust. 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 Master Intermediate Income Trust was 43.27%, occurring on Dec 9, 2008. Recovery took 156 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-43.27%May 22, 2008140Dec 9, 2008156Jul 24, 2009296
-35.21%Aug 20, 19921911Mar 14, 2000956Jan 5, 20042867
-31.51%Jul 11, 1989309Sep 27, 1990478Aug 18, 1992787
-28.15%Feb 20, 202023Mar 23, 20201132Sep 20, 20241155
-21.58%Jun 8, 2011121Nov 28, 2011644Jun 23, 2014765

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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