Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAZBX (PUTNAM ARIZONA TAX EXEMPT INCOME FUND CLASS B SHARES) | NA | -2.20% | 1.66% | 1.38% | 3.26% | 3.27% | 3.57% | … | … |
Data as of 08/08/2017, Common starting date is 07/15/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAZBX (PUTNAM ARIZONA TAX EXEMPT INCOME FUND CLASS B SHARES) | 07/15/1993 | 08/08/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.27 | -2.20 | 1.66 | 1.38 | 3.26 | 3.27 | 3.57 | … | … | 1.62 | -0.83 | 1.79 | 8.74 | -4.91 | 6.74 | 8.76 | 1.66 | 15.48 | -6.51 | 2.16 | 3.83 | 2.89 | 3.12 | 4.59 | 6.70 | 3.99 | 9.67 | -3.66 | 4.37 | 7.15 | 2.38 | 16.42 | -7.37 | 3.38 |
| Sharpe Ratio | NA | -1.04 | 0.70 | 0.55 | 0.71 | NA | NA | … | … | 0.89 | -0.46 | 1.00 | 4.42 | -1.67 | 2.94 | 1.04 | 0.52 | 4.63 | -1.03 | -0.46 | 0.34 | 0.37 | 0.68 | 1.18 | 2.03 | 0.71 | 2.52 | -2.87 | 0.51 | -19.38 | -0.23 | 2.70 | -2.02 | 1.57 |
| Standard Deviation(%) | NA | 2.51 | 2.11 | 2.31 | 4.19 | NA | NA | … | … | 2.45 | 2.25 | 1.76 | 1.97 | 2.96 | 2.29 | 8.41 | 3.02 | 3.32 | 7.17 | 1.90 | 1.58 | 1.92 | 3.21 | 3.30 | 2.76 | 2.40 | 2.24 | 2.40 | 2.07 | 2.47 | 4.91 | 4.66 | 5.12 | 3.37 |
| Draw Down(%) | NA | 4.94 | 5.32 | 7.92 | 13.41 | NA | NA | … | … | 1.33 | 5.32 | 2.40 | 1.29 | 7.66 | 1.76 | 5.41 | 5.70 | 2.29 | 13.41 | 1.58 | 1.02 | 1.92 | 5.25 | 5.00 | 3.21 | 3.66 | 2.63 | 5.11 | 1.38 | 2.38 | 5.44 | 3.74 | 11.98 | 2.76 |
| Yield(%) | 0.00 | 1.92 | 2.27 | 2.46 | 3.22 | 3.33 | 3.56 | … | … | 1.13 | 2.15 | 2.40 | 2.94 | 2.94 | 3.08 | 3.63 | 3.50 | 4.55 | 4.07 | 4.49 | 3.84 | 4.02 | 3.69 | 3.32 | 3.24 | 4.26 | 4.76 | 4.28 | 4.06 | 4.43 | 2.55 | 0.00 | 0.00 | 0.00 |
Data as of 08/08/2017, Common starting date is 07/15/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAZBX (PUTNAM ARIZONA TAX EXEMPT INCOME FUND CLASS B SHARES) |
-0.28%
Dec 2005 – Dec 2008 |
1.02%
Dec 2003 – Dec 2008 |
2.55%
Nov 1998 – Nov 2008 |
3.15%
Oct 1993 – Oct 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAZBX (PUTNAM ARIZONA TAX EXEMPT INCOME FUND CLASS B SHARES) |
8.83%
Nov 1994 – Nov 1997 |
6.00%
Jan 2000 – Jan 2005 |
5.50%
Nov 1994 – Nov 2004 |
4.83%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart