RA vs. PPT
RA (Brookfield Real Assets Income Fund Inc.) and PPT (Putnam Premier Income Trust) are both Multisector Bonds funds. Over the past 5 years, RA returned 1.16%/yr vs 2.17%/yr for PPT. At a 0.27 correlation, their price movements are largely independent.
Performance
RA vs. PPT - Performance Comparison
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Returns By Period
In the year-to-date period, RA achieves a 5.96% return, which is significantly higher than PPT's 1.28% return.
RA
- 1D
- 0.16%
- 1M
- 3.25%
- 6M
- 5.07%
- YTD
- 5.96%
- 1Y
- 7.22%
- 3Y*
- 2.48%
- 5Y*
- 1.16%
- 10Y*
- —
PPT
- 1D
- -0.29%
- 1M
- 0.47%
- 6M
- -0.68%
- YTD
- 1.28%
- 1Y
- 1.98%
- 3Y*
- 7.50%
- 5Y*
- 2.17%
- 10Y*
- 4.62%
RA vs. PPT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RA Brookfield Real Assets Income Fund Inc. | 5.96% | 8.32% | 15.87% | -9.02% | -13.47% | 32.35% | -4.17% | 24.89% | -9.15% | 15.99% |
PPT Putnam Premier Income Trust | 1.28% | 8.39% | 8.80% | 7.43% | -7.75% | -1.72% | -6.54% | 25.53% | -6.36% | 13.78% |
Correlation
The correlation between RA and PPT 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
RA vs. PPT — Risk / Return Rank
RA
PPT
RA vs. PPT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookfield Real Assets Income Fund Inc. (RA) and Putnam Premier Income Trust (PPT). 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.
| RA | PPT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.65 | ||
| Sortino ratioReturn per unit of downside risk | +0.92 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.04 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.08 | 0.39 | +0.68 |
| Martin ratioReturn relative to average drawdown | 2.91 | 0.86 | +2.04 |
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Drawdowns
RA vs. PPT - Drawdown Comparison
The maximum RA drawdown since its inception was -50.66%, roughly equal to the maximum PPT drawdown of -49.76%. Use the drawdown chart below to compare losses from any high point for RA and PPT.
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Drawdown Indicators
| RA | PPT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.66% | -49.76% | -0.90% |
Max Drawdown (1Y)Largest decline over 1 year | -6.73% | -5.05% | -1.68% |
Max Drawdown (3Y)Largest decline over 3 years | -28.42% | -9.10% | -19.32% |
Max Drawdown (5Y)Largest decline over 5 years | -30.83% | -17.46% | -13.37% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.79% | — |
Current DrawdownCurrent decline from peak | -0.77% | -3.17% | +2.40% |
Average DrawdownAverage peak-to-trough decline | -8.02% | -11.21% | +3.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.30% | +0.20% |
Volatility
RA vs. PPT - Volatility Comparison
The current volatility for Brookfield Real Assets Income Fund Inc. (RA) is 1.84%, while Putnam Premier Income Trust (PPT) has a volatility of 2.01%. This indicates that RA experiences smaller price fluctuations and is considered to be less risky than PPT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RA | PPT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.84% | 2.01% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 6.77% | 6.90% | -0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.40% | 9.30% | -0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.56% | 11.90% | +5.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.54% | 14.44% | +6.10% |
Dividends
RA vs. PPT - Dividend Comparison
RA's dividend yield for the trailing twelve months is around 10.99%, more than PPT's 9.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPT Putnam Premier Income Trust | 9.10% | 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. | 10.99% | 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
RA and PPT 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 (2.01%) compared to RA (1.84%). In terms of maximum drawdown, RA dropped -50.66% vs PPT's -49.76%.
RA currently has the higher Sharpe Ratio (0.87 vs 0.21), 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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