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 0.75%/yr for RA. At a 0.27 correlation, their price movements are largely independent.
Performance
PPT vs. RA - Performance Comparison
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Returns By Period
In the year-to-date period, PPT achieves a 1.58% return, which is significantly lower than RA's 5.54% return.
PPT
- 1D
- -0.29%
- 1M
- 0.76%
- 6M
- -1.48%
- YTD
- 1.58%
- 1Y
- 2.28%
- 3Y*
- 7.41%
- 5Y*
- 2.19%
- 10Y*
- 4.65%
RA
- 1D
- -0.23%
- 1M
- 2.84%
- 6M
- 5.23%
- YTD
- 5.54%
- 1Y
- 7.52%
- 3Y*
- 2.22%
- 5Y*
- 0.75%
- 10Y*
- —
PPT vs. RA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PPT Putnam Premier Income Trust | 1.58% | 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. | 5.54% | 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 price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year 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 | -0.62 | ||
| Sortino ratioReturn per unit of downside risk | -0.88 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.17 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.45 | 1.09 | -0.63 |
| Martin ratioReturn relative to average drawdown | 1.00 | 2.92 | -1.92 |
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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 | -17.65% | -30.83% | +13.18% |
Max Drawdown (10Y)Largest decline over 10 years | -31.79% | — | — |
Current DrawdownCurrent decline from peak | -2.89% | -1.16% | -1.73% |
Average DrawdownAverage peak-to-trough decline | -11.21% | -8.03% | -3.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 2.50% | -0.21% |
Volatility
PPT vs. RA - Volatility Comparison
Putnam Premier Income Trust (PPT) has a higher volatility of 1.99% compared to Brookfield Real Assets Income Fund Inc. (RA) at 1.88%. This indicates that PPT's price experiences larger fluctuations and is considered to be riskier 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 | 1.99% | 1.88% | +0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 6.90% | 6.78% | +0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.30% | 8.40% | +0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.91% | 17.56% | -5.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.44% | 20.55% | -6.11% |
Dividends
PPT vs. RA - Dividend Comparison
PPT's dividend yield for the trailing twelve months is around 9.07%, less than RA's 11.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPT Putnam Premier Income Trust | 9.07% | 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. | 11.04% | 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.
PPT has higher volatility (1.99%) compared to RA (1.88%). In terms of maximum drawdown, PPT dropped -49.76% vs RA's -50.66%.
RA currently has the higher Sharpe Ratio (0.87 vs 0.25), 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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