Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCIYX (Putnam California Tx Exmpt Incm Fd Y Sh) | NA | 3.43% | 6.53% | 0.79% | 2.33% | 3.20% | NA | … | … |
Data as of 10/24/2025, Common starting date is 01/18/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCIYX (Putnam California Tx Exmpt Incm Fd Y Sh) | 01/18/2008 | 10/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 3.43 | 6.53 | 0.79 | 2.33 | 3.20 | NA | … | … | 0.93 | 2.63 | 7.45 | -10.07 | 0.16 | 4.40 | 8.43 | 0.47 | 6.47 | 0.17 | 3.35 | 11.14 | -2.97 | 9.79 | 11.92 | 3.46 | 17.35 | -15.20 |
| Sharpe Ratio | NA | -0.19 | 0.49 | -0.37 | 0.15 | NA | NA | … | … | -0.28 | -1.03 | 0.66 | -2.13 | 0.05 | 0.49 | 3.41 | -0.42 | 2.48 | -0.01 | 1.61 | 5.42 | -0.85 | 3.73 | 0.77 | 0.92 | 3.85 | -2.25 |
| Standard Deviation(%) | NA | 6.34 | 5.15 | 4.74 | 4.49 | NA | NA | … | … | 6.58 | 3.84 | 4.85 | 5.39 | 2.68 | 8.39 | 2.06 | 2.00 | 2.37 | 2.57 | 2.06 | 2.05 | 3.52 | 2.63 | 15.43 | 3.68 | 4.48 | 7.43 |
| Draw Down(%) | NA | 7.01 | 7.04 | 18.08 | 18.08 | NA | NA | … | … | 6.46 | 2.79 | 7.04 | 15.89 | 2.80 | 12.17 | 1.66 | 2.01 | 1.45 | 5.82 | 2.13 | 0.87 | 8.37 | 1.99 | 10.33 | 6.85 | 4.26 | 18.64 |
| Yield(%) | 0.00 | 3.57 | 3.67 | 2.79 | 3.25 | 3.68 | 3.17 | … | … | 2.70 | 3.39 | 3.34 | 2.55 | 2.34 | 2.63 | 4.67 | 3.96 | 3.50 | 3.64 | 3.87 | 4.30 | 4.13 | 4.50 | 5.01 | 4.99 | 5.47 | 0.75 |
Data as of 10/24/2025, Common starting date is 01/18/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCIYX (Putnam California Tx Exmpt Incm Fd Y Sh) |
-3.97%
Oct 2020 – Oct 2023 |
-0.54%
Oct 2017 – Oct 2022 |
1.45%
Oct 2012 – Oct 2022 |
2.89%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCIYX (Putnam California Tx Exmpt Incm Fd Y Sh) |
10.76%
Dec 2008 – Dec 2011 |
7.67%
Dec 2008 – Dec 2013 |
5.94%
Dec 2008 – Dec 2018 |
4.56%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart