PortfoliosLab logoPortfoliosLab logo
PPT vs. JMM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PPT vs. JMM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Putnam Premier Income Trust (PPT) and Nuveen Multi-Market Income Fund (JMM). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

Returns By Period

In the year-to-date period, PPT achieves a 1.92% return, which is significantly higher than JMM's -0.32% return. Over the past 10 years, PPT has outperformed JMM with an annualized return of 4.97%, while JMM has yielded a comparatively lower 3.45% annualized return.


PPT

1D
0.00%
1M
1.03%
YTD
1.92%
6M
0.46%
1Y
10.26%
3Y*
9.03%
5Y*
2.47%
10Y*
4.97%

JMM

1D
-1.25%
1M
1.26%
YTD
-0.32%
6M
-2.45%
1Y
8.09%
3Y*
6.60%
5Y*
1.40%
10Y*
3.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PPT vs. JMM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PPT
Putnam Premier Income Trust
1.92%8.39%8.80%7.43%-7.75%-1.72%-6.54%25.53%-6.36%13.78%
JMM
Nuveen Multi-Market Income Fund
-0.32%5.61%8.15%6.57%-17.95%10.53%1.77%13.56%-5.37%10.58%

Correlation

The correlation between PPT and JMM is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.24

Correlation (3Y)
Calculated over the trailing 3-year period

0.27

Correlation (5Y)
Calculated over the trailing 5-year period

0.25

Correlation (All Time)
Calculated using the full available price history since Jul 3, 1989

0.12

The correlation between PPT and JMM shifts across timeframes, from 0.12 (all time) to 0.27 (3 years), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

PPT vs. JMM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PPT
PPT Risk / Return Rank: 1313
Overall Rank
PPT Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
PPT Sortino Ratio Rank: 1111
Sortino Ratio Rank
PPT Omega Ratio Rank: 99
Omega Ratio Rank
PPT Calmar Ratio Rank: 2222
Calmar Ratio Rank
PPT Martin Ratio Rank: 1515
Martin Ratio Rank

JMM
JMM Risk / Return Rank: 44
Overall Rank
JMM Sharpe Ratio Rank: 44
Sharpe Ratio Rank
JMM Sortino Ratio Rank: 44
Sortino Ratio Rank
JMM Omega Ratio Rank: 44
Omega Ratio Rank
JMM Calmar Ratio Rank: 44
Calmar Ratio Rank
JMM Martin Ratio Rank: 44
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PPT vs. JMM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Putnam Premier Income Trust (PPT) and Nuveen Multi-Market Income Fund (JMM). 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.


PPTJMMDifference

Sharpe ratio

Return per unit of total volatility

1.03

0.44

+0.59

Sortino ratio

Return per unit of downside risk

1.61

0.74

+0.87

Omega ratio

Gain probability vs. loss probability

1.19

1.09

+0.10

Calmar ratio

Return relative to maximum drawdown

1.91

0.58

+1.32

Martin ratio

Return relative to average drawdown

5.37

1.62

+3.75

PPT vs. JMM - Sharpe Ratio Comparison

The current PPT Sharpe Ratio is 1.03, which is higher than the JMM Sharpe Ratio of 0.44. The chart below compares the historical Sharpe Ratios of PPT and JMM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading graphics...

Sharpe Ratios by Period


PPTJMMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.03

0.44

+0.59

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.21

0.11

+0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.34

0.25

+0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.18

-0.01

Drawdowns

PPT vs. JMM - Drawdown Comparison

The maximum PPT drawdown since its inception was -49.76%, roughly equal to the maximum JMM drawdown of -48.15%. Use the drawdown chart below to compare losses from any high point for PPT and JMM.


Loading graphics...

Drawdown Indicators


PPTJMMDifference

Max Drawdown

Largest peak-to-trough decline

-49.76%

-48.15%

-1.61%

Max Drawdown (1Y)

Largest decline over 1 year

-5.05%

-8.28%

+3.23%

Max Drawdown (5Y)

Largest decline over 5 years

-18.92%

-24.19%

+5.27%

Max Drawdown (10Y)

Largest decline over 10 years

-31.79%

-26.48%

-5.31%

Current Drawdown

Current decline from peak

-2.57%

-5.33%

+2.76%

Average Drawdown

Average peak-to-trough decline

-11.27%

-14.13%

+2.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.79%

2.99%

-1.20%

Volatility

PPT vs. JMM - Volatility Comparison

The current volatility for Putnam Premier Income Trust (PPT) is 4.40%, while Nuveen Multi-Market Income Fund (JMM) has a volatility of 5.45%. This indicates that PPT experiences smaller price fluctuations and is considered to be less risky than JMM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


PPTJMMDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.40%

5.45%

-1.05%

Volatility (6M)

Calculated over the trailing 6-month period

7.56%

8.21%

-0.65%

Volatility (1Y)

Calculated over the trailing 1-year period

10.35%

13.77%

-3.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.03%

13.33%

-1.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.47%

13.90%

+0.57%

Dividends

PPT vs. JMM - Dividend Comparison

PPT's dividend yield for the trailing twelve months is around 8.84%, more than JMM's 5.86% yield.


TTM20252024202320222021202020192018201720162015
PPT
Putnam Premier Income Trust
8.84%8.81%8.76%8.74%8.60%7.31%8.84%7.73%6.84%5.85%6.28%6.30%
JMM
Nuveen Multi-Market Income Fund
5.86%5.76%5.48%5.58%6.13%4.60%4.49%4.86%5.34%5.63%6.19%6.76%