Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCLGX (Putnam California Tax Exempt Income Fund Class R6) | 2.32% | 8.38% | 4.39% | 1.02% | NA | NA | NA | … | … |
Data as of 06/01/2026, Common starting date is 05/22/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCLGX (Putnam California Tax Exempt Income Fund Class R6) | 05/22/2018 | 06/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.86 | 8.38 | 4.39 | 1.02 | NA | NA | NA | … | … | 2.32 | 3.02 | 2.91 | 7.46 | -10.10 | 1.99 | 7.04 | 8.58 | 1.79 |
| Sharpe Ratio | NA | 1.44 | 0.28 | -0.34 | NA | NA | NA | … | … | 0.50 | 0.02 | -0.18 | 0.80 | -2.15 | 1.08 | 0.81 | 3.31 | 0.76 |
| Standard Deviation(%) | NA | 3.35 | 4.99 | 4.75 | NA | NA | NA | … | … | 3.58 | 6.19 | 3.92 | 4.80 | 5.38 | 1.82 | 8.39 | 2.14 | 1.90 |
| Draw Down(%) | NA | 2.92 | 7.01 | 16.57 | NA | NA | NA | … | … | 2.92 | 6.59 | 2.89 | 7.03 | 15.89 | 2.25 | 12.16 | 1.66 | 1.77 |
| Yield(%) | 0.00 | 3.67 | 3.53 | 3.17 | 3.06 | 2.04 | 1.53 | … | … | 1.61 | 3.71 | 3.40 | 3.35 | 2.52 | 4.12 | 5.27 | 4.69 | 2.90 |
Data as of 06/01/2026, Common starting date is 05/22/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCLGX (Putnam California Tax Exempt Income Fund Class R6) |
-2.55%
Oct 2020 – Oct 2023 |
0.43%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCLGX (Putnam California Tax Exempt Income Fund Class R6) |
6.43%
Oct 2022 – Oct 2025 |
2.75%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart