PINCX vs. ARINX
PINCX (Putnam Income Fund) and ARINX (Archer Income Fund) are both Intermediate Core-Plus Bond funds. Over the past 10 years, PINCX returned 1.76%/yr vs 2.06%/yr for ARINX. Their 0.60 correlation means they have sometimes moved together and sometimes differently. PINCX charges 0.73%/yr vs 0.98%/yr for ARINX.
Performance
PINCX vs. ARINX - Performance Comparison
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Returns By Period
In the year-to-date period, PINCX achieves a -0.11% return, which is significantly lower than ARINX's 0.42% return. Over the past 10 years, PINCX has underperformed ARINX with an annualized return of 1.76%, while ARINX has yielded a comparatively higher 2.06% annualized return.
PINCX
- 1D
- -0.20%
- 1M
- -1.20%
- 6M
- -0.29%
- YTD
- -0.11%
- 1Y
- 2.54%
- 3Y*
- 4.70%
- 5Y*
- -0.60%
- 10Y*
- 1.76%
- ALL TIME*
- 3.95%
ARINX
- 1D
- -0.17%
- 1M
- -0.35%
- 6M
- 0.07%
- YTD
- 0.42%
- 1Y
- 2.37%
- 3Y*
- 4.22%
- 5Y*
- 1.19%
- 10Y*
- 2.06%
- ALL TIME*
- 2.15%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
ARINX Archer Income Fund | $0.00 | $0.00 | $0.00 |
PINCX Putnam Income Fund | $0.00 | $0.00 | $0.00 |
PINCX vs. ARINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PINCX Putnam Income Fund | -0.11% | 7.51% | 2.59% | 4.79% | -12.96% | -5.39% | 7.06% | 11.19% | 0.46% | 5.83% |
ARINX Archer Income Fund | 0.42% | 4.42% | 4.90% | 3.99% | -6.84% | 1.52% | 4.29% | 6.19% | 0.35% | 3.18% |
Correlation
The correlation between PINCX and ARINX is 0.82, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.82 |
Correlation (3Y) Balances recent behavior with more history. | 0.83 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.77 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.70 |
Correlation (All Time) Calculated using the full available price history since Mar 9, 2011 | 0.60 |
Over the past year, PINCX and ARINX have become more correlated (0.82) than their long-term average of 0.60, meaning their price movements have been converging.
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Return for Risk
PINCX vs. ARINX — Risk / Return Rank
PINCX
ARINX
PINCX vs. ARINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Income Fund (PINCX) and Archer Income Fund (ARINX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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.
| PINCX | ARINX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.54 | ||
| Sortino ratioReturn per unit of downside risk | -0.79 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.29 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.40 | 1.73 | -0.33 |
| Martin ratioReturn relative to average drawdown | 3.80 | 5.34 | -1.54 |
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Drawdowns
PINCX vs. ARINX - Drawdown Comparison
The maximum PINCX drawdown since its inception was -30.57%, which is greater than ARINX's maximum drawdown of -9.38%. Use the drawdown chart below to compare losses from any high point for PINCX and ARINX.
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Drawdown Indicators
| PINCX | ARINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.57% | -9.38% | -21.19% |
Max Drawdown (1Y)Largest decline over 1 year | -2.40% | -1.57% | -0.83% |
Max Drawdown (3Y)Largest decline over 3 years | -5.08% | -1.57% | -3.51% |
Max Drawdown (5Y)Largest decline over 5 years | -20.67% | -9.38% | -11.29% |
Max Drawdown (10Y)Largest decline over 10 years | -22.16% | -9.38% | -12.78% |
Current DrawdownCurrent decline from peak | -4.93% | -0.79% | -4.14% |
Average DrawdownAverage peak-to-trough decline | -4.33% | -1.71% | -2.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.88% | 0.51% | +0.37% |
Volatility
PINCX vs. ARINX - Volatility Comparison
Putnam Income Fund (PINCX) has a higher volatility of 0.82% compared to Archer Income Fund (ARINX) at 0.53%. This indicates that PINCX's price experiences larger fluctuations and is considered to be riskier than ARINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PINCX | ARINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.82% | 0.53% | +0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 2.60% | 1.57% | +1.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.53% | 1.83% | +1.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.21% | 2.09% | +4.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.28% | 1.97% | +3.31% |
PINCX vs. ARINX - Expense Ratio Comparison
PINCX has a 0.73% expense ratio, which is lower than ARINX's 0.98% expense ratio.
Dividends
PINCX vs. ARINX - Dividend Comparison
PINCX's dividend yield for the trailing twelve months is around 4.59%, more than ARINX's 3.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARINX Archer Income Fund | 3.61% | 2.72% | 3.77% | 3.15% | 2.72% | 2.56% | 2.66% | 2.69% | 2.84% | 2.94% | 2.84% | 2.79% |
PINCX Putnam Income Fund | 4.59% | 4.63% | 8.70% | 7.35% | 7.70% | 2.15% | 5.46% | 4.65% | 3.57% | 3.46% | 3.21% | 3.03% |
Frequently Asked Questions
PINCX and ARINX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PINCX has higher volatility (0.82%) compared to ARINX (0.53%). In terms of maximum drawdown, PINCX dropped -30.57% vs ARINX's -9.38%.
ARINX currently has the higher Sharpe Ratio (1.49 vs 0.95), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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