PINCX vs. HOBIX
Compare and contrast key facts about Putnam Income Fund (PINCX) and Holbrook Income Fund Class I (HOBIX).
PINCX is managed by Putnam. It was launched on Nov 1, 1954. HOBIX is an actively managed fund by Holbrook Holdings. It was launched on Jul 6, 2016.
Performance
PINCX vs. HOBIX - Performance Comparison
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PINCX vs. HOBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PINCX Putnam Income Fund | 0.01% | 7.51% | 2.59% | 4.79% | -12.96% | -5.39% | 7.06% | 11.19% | 0.46% | 5.83% |
HOBIX Holbrook Income Fund Class I | 0.82% | 7.67% | 7.66% | 5.65% | -2.91% | 6.13% | 7.45% | 7.70% | 1.74% | 2.75% |
Returns By Period
In the year-to-date period, PINCX achieves a 0.01% return, which is significantly lower than HOBIX's 0.82% return.
PINCX
- 1D
- 0.20%
- 1M
- -1.39%
- YTD
- 0.01%
- 6M
- 1.08%
- 1Y
- 4.37%
- 3Y*
- 4.31%
- 5Y*
- -0.56%
- 10Y*
- 2.13%
HOBIX
- 1D
- 0.00%
- 1M
- -0.10%
- YTD
- 0.82%
- 6M
- 2.01%
- 1Y
- 6.29%
- 3Y*
- 7.01%
- 5Y*
- 4.22%
- 10Y*
- —
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PINCX vs. HOBIX - Expense Ratio Comparison
PINCX has a 0.73% expense ratio, which is lower than HOBIX's 1.05% expense ratio.
Return for Risk
PINCX vs. HOBIX — Risk / Return Rank
PINCX
HOBIX
PINCX vs. HOBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Income Fund (PINCX) and Holbrook Income Fund Class I (HOBIX). 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.
| PINCX | HOBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 3.05 | -1.91 |
Sortino ratioReturn per unit of downside risk | 1.63 | 8.69 | -7.06 |
Omega ratioGain probability vs. loss probability | 1.22 | 3.67 | -2.45 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 8.16 | -6.42 |
Martin ratioReturn relative to average drawdown | 5.58 | 30.37 | -24.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PINCX | HOBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 3.05 | -1.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.09 | 1.61 | -1.70 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.83 | -0.07 |
Correlation
The correlation between PINCX and HOBIX is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PINCX vs. HOBIX - Dividend Comparison
PINCX's dividend yield for the trailing twelve months is around 4.50%, less than HOBIX's 5.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PINCX Putnam Income Fund | 4.50% | 4.63% | 8.70% | 7.35% | 7.70% | 2.15% | 5.46% | 4.65% | 3.57% | 3.46% | 3.21% | 3.03% |
HOBIX Holbrook Income Fund Class I | 5.99% | 6.45% | 7.04% | 6.35% | 5.31% | 3.97% | 6.30% | 3.51% | 4.32% | 2.12% | 0.00% | 0.00% |
Drawdowns
PINCX vs. HOBIX - Drawdown Comparison
The maximum PINCX drawdown since its inception was -30.57%, which is greater than HOBIX's maximum drawdown of -23.52%. Use the drawdown chart below to compare losses from any high point for PINCX and HOBIX.
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Drawdown Indicators
| PINCX | HOBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.57% | -23.52% | -7.05% |
Max Drawdown (1Y)Largest decline over 1 year | -2.75% | -0.72% | -2.03% |
Max Drawdown (5Y)Largest decline over 5 years | -20.78% | -4.16% | -16.62% |
Max Drawdown (10Y)Largest decline over 10 years | -22.16% | — | — |
Current DrawdownCurrent decline from peak | -4.82% | -0.20% | -4.62% |
Average DrawdownAverage peak-to-trough decline | -4.33% | -0.99% | -3.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.86% | 0.22% | +0.64% |
Volatility
PINCX vs. HOBIX - Volatility Comparison
Putnam Income Fund (PINCX) has a higher volatility of 1.45% compared to Holbrook Income Fund Class I (HOBIX) at 0.23%. This indicates that PINCX's price experiences larger fluctuations and is considered to be riskier than HOBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PINCX | HOBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.45% | 0.23% | +1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 2.41% | 1.57% | +0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.22% | 2.08% | +2.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.18% | 2.63% | +3.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.26% | 5.78% | -0.52% |