PPT vs. RA
PPT (Putnam Premier Income Trust) and RA (Brookfield Real Assets Income Fund Inc.) are both Multisector Bonds funds. Over the past 5 years, PPT returned 2.19%/yr vs 0.72%/yr for RA. Their 0.27 correlation means their historical movements had little consistent relationship.
Performance
PPT vs. RA - Performance Comparison
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Returns By Period
In the year-to-date period, PPT achieves a 0.87% return, which is significantly lower than RA's 5.38% return.
PPT
- 1D
- 0.30%
- 1M
- -1.27%
- 6M
- -2.60%
- YTD
- 0.87%
- 1Y
- 0.56%
- 3Y*
- 7.09%
- 5Y*
- 2.19%
- 10Y*
- 4.55%
- ALL TIME*
- 2.73%
RA
- 1D
- 0.31%
- 1M
- 0.14%
- 6M
- 3.94%
- YTD
- 5.38%
- 1Y
- 8.00%
- 3Y*
- 1.61%
- 5Y*
- 0.72%
- 10Y*
- —
- ALL TIME*
- 6.00%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $377.54K | $313.21K | $353.42K | |
| $1.63M | $1.68M | $1.92M |
PPT vs. RA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PPT Putnam Premier Income Trust | 0.87% | 8.39% | 8.80% | 7.43% | -7.75% | -1.72% | -6.54% | 25.53% | -6.36% | 13.78% |
RA Brookfield Real Assets Income Fund Inc. | 5.38% | 8.32% | 15.87% | -9.02% | -13.47% | 32.35% | -4.17% | 24.89% | -9.15% | 15.99% |
Correlation
The correlation between PPT and RA is 0.31, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.31 |
Correlation (3Y) Balances recent behavior with more history. | 0.36 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.33 |
Correlation (All Time) Calculated using the full available price history since Dec 5, 2016 | 0.27 |
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Return for Risk
PPT vs. RA — Risk / Return Rank
PPT
RA
PPT vs. RA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Premier Income Trust (PPT) and Brookfield Real Assets Income Fund Inc. (RA). 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.
| PPT | RA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.83 | ||
| Sortino ratioReturn per unit of downside risk | -1.16 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.18 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.22 | 1.17 | -0.95 |
| Martin ratioReturn relative to average drawdown | 0.46 | 3.15 | -2.69 |
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Drawdowns
PPT vs. RA - Drawdown Comparison
The maximum PPT drawdown since its inception was -49.76%, roughly equal to the maximum RA drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for PPT and RA.
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Drawdown Indicators
| PPT | RA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.76% | -50.66% | +0.90% |
Max Drawdown (1Y)Largest decline over 1 year | -5.05% | -6.73% | +1.68% |
Max Drawdown (3Y)Largest decline over 3 years | -9.10% | -28.42% | +19.32% |
Max Drawdown (5Y)Largest decline over 5 years | -17.46% | -30.83% | +13.37% |
Max Drawdown (10Y)Largest decline over 10 years | -31.79% | — | — |
Current DrawdownCurrent decline from peak | -3.57% | -1.31% | -2.26% |
Average DrawdownAverage peak-to-trough decline | -11.20% | -7.98% | -3.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 2.49% | -0.05% |
Volatility
PPT vs. RA - Volatility Comparison
The current volatility for Putnam Premier Income Trust (PPT) is 1.08%, while Brookfield Real Assets Income Fund Inc. (RA) has a volatility of 1.80%. This indicates that PPT experiences smaller price fluctuations and is considered to be less risky than RA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PPT | RA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.08% | 1.80% | -0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 6.54% | 6.91% | -0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.14% | 8.31% | +0.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.88% | 17.53% | -5.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.42% | 20.50% | -6.08% |
Dividends
PPT vs. RA - Dividend Comparison
PPT's dividend yield for the trailing twelve months is around 9.20%, less than RA's 11.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPT Putnam Premier Income Trust | 9.20% | 8.81% | 8.76% | 8.74% | 8.60% | 7.31% | 8.84% | 7.73% | 6.84% | 5.85% | 6.28% | 6.30% |
RA Brookfield Real Assets Income Fund Inc. | 11.05% | 10.93% | 10.63% | 16.74% | 14.79% | 11.31% | 13.39% | 11.19% | 12.52% | 10.22% | 0.89% | 0.00% |
Frequently Asked Questions
PPT and RA have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RA has higher volatility (1.80%) compared to PPT (1.08%). In terms of maximum drawdown, PPT dropped -49.76% vs RA's -50.66%.
RA currently has the higher Sharpe Ratio (0.95 vs 0.12), 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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