Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAZYX (Putnam Arizona Tax Exempt Incm Fd Y Shs) | NA | -28.56% | -7.91% | -4.13% | NA | NA | NA | … | … |
Data as of 08/08/2017, Common starting date is 01/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAZYX (Putnam Arizona Tax Exempt Incm Fd Y Shs) | 01/22/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -28.43 | -28.56 | -7.91 | -4.13 | NA | NA | NA | … | … | -26.03 | 0.10 | 2.63 | 9.65 | -4.11 | 7.62 | 9.64 | 2.58 | 15.87 | -10.86 |
| Sharpe Ratio | NA | -0.55 | -0.19 | -0.07 | NA | NA | NA | … | … | -0.93 | -0.04 | 1.38 | 4.79 | -1.34 | 3.20 | 1.15 | 0.82 | 4.43 | -1.73 |
| Standard Deviation(%) | NA | 52.34 | 42.82 | 60.39 | NA | NA | NA | … | … | 43.28 | 2.33 | 1.88 | 2.01 | 3.09 | 2.39 | 8.36 | 3.05 | 3.56 | 7.08 |
| Draw Down(%) | NA | 28.73 | 29.00 | 29.00 | NA | NA | NA | … | … | 28.43 | 5.09 | 2.16 | 1.21 | 7.38 | 1.75 | 5.40 | 5.56 | 2.29 | 15.74 |
| Yield(%) | 0.00 | 2.65 | 3.08 | 3.26 | 3.32 | 2.21 | 1.66 | … | … | 1.55 | 2.97 | 3.23 | 3.83 | 3.74 | 3.95 | 4.48 | 4.30 | 4.94 | 0.95 |
Data as of 08/08/2017, Common starting date is 01/22/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAZYX (Putnam Arizona Tax Exempt Incm Fd Y Shs) |
1.91%
Nov 2012 – Nov 2015 |
2.44%
Jul 2012 – Jul 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAZYX (Putnam Arizona Tax Exempt Incm Fd Y Shs) |
9.23%
Dec 2008 – Dec 2011 |
6.42%
Oct 2008 – Oct 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart