Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAZCX (Putnam Arizona Tax Exempt Incm Fd C Shr) | NA | -2.37% | 1.53% | 1.23% | 2.58% | NA | NA | … | … |
Data as of 08/08/2017, Common starting date is 10/19/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAZCX (Putnam Arizona Tax Exempt Incm Fd C Shr) | 10/19/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.19 | -2.37 | 1.53 | 1.23 | 2.58 | NA | NA | … | … | 1.63 | -1.00 | 1.63 | 8.54 | -5.07 | 6.55 | 8.58 | 1.66 | 13.30 | -9.31 | 0.81 | 1.16 |
| Sharpe Ratio | NA | -1.13 | 0.64 | 0.48 | 0.55 | NA | NA | … | … | 0.90 | -0.55 | 0.91 | 4.43 | -1.71 | 2.90 | 1.03 | 0.54 | 3.88 | -1.47 | -0.11 | 1.33 |
| Standard Deviation(%) | NA | 2.47 | 2.08 | 2.29 | 4.15 | NA | NA | … | … | 2.45 | 2.17 | 1.76 | 1.93 | 2.98 | 2.26 | 8.31 | 2.94 | 3.40 | 6.92 | 20.69 | 2.00 |
| Draw Down(%) | NA | 4.97 | 5.39 | 8.01 | 14.76 | NA | NA | … | … | 1.37 | 5.39 | 2.44 | 1.29 | 7.68 | 1.75 | 5.40 | 5.72 | 2.36 | 14.76 | 14.97 | 0.54 |
| Yield(%) | 0.00 | 1.77 | 2.10 | 2.30 | 2.56 | 1.84 | 1.38 | … | … | 1.05 | 1.97 | 2.25 | 2.76 | 2.76 | 2.90 | 3.48 | 3.39 | 2.57 | 1.13 | 3.07 | 0.83 |
Data as of 08/08/2017, Common starting date is 10/19/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAZCX (Putnam Arizona Tax Exempt Incm Fd C Shr) |
0.60%
Jan 2008 – Jan 2011 |
1.41%
Jul 2012 – Jul 2017 |
2.28%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAZCX (Putnam Arizona Tax Exempt Incm Fd C Shr) |
7.74%
Dec 2008 – Dec 2011 |
4.94%
Oct 2008 – Oct 2013 |
2.66%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart