Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCLMX (PUTNAM CALIFORNIA TAX EXEMPT INCOME TRUST CLASS M SHARES) | NA | 8.84% | 4.41% | 3.35% | 4.51% | 4.04% | 4.50% | … | … |
Data as of 11/25/2019, Common starting date is 02/27/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCLMX (PUTNAM CALIFORNIA TAX EXEMPT INCOME TRUST CLASS M SHARES) | 02/27/1995 | 11/25/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 8.84 | 4.41 | 3.35 | 4.51 | 4.04 | 4.50 | … | … | 7.34 | -0.03 | 5.83 | -0.20 | 2.88 | 10.55 | -3.49 | 9.31 | 11.30 | 2.57 | 17.42 | -10.72 | 1.83 | 4.77 | 3.65 | 4.15 | 4.36 | 7.04 | 3.74 | 12.07 | -4.28 | 5.24 | 7.82 | 3.15 | 11.51 |
| Sharpe Ratio | NA | 3.46 | 1.48 | 1.21 | 0.73 | NA | NA | … | … | 3.12 | -0.69 | 2.18 | -0.16 | 1.47 | 5.29 | -1.00 | 3.71 | 0.70 | 0.69 | 4.12 | -1.54 | -0.51 | 0.76 | 0.70 | 0.92 | 1.00 | 1.68 | 0.49 | 3.14 | -2.77 | 0.80 | 1.38 | -0.07 | 2.00 |
| Standard Deviation(%) | NA | 2.13 | 2.24 | 2.20 | 5.66 | NA | NA | … | … | 2.14 | 1.97 | 2.39 | 2.49 | 1.93 | 1.99 | 3.54 | 2.52 | 16.14 | 3.62 | 4.21 | 7.52 | 2.36 | 1.95 | 2.10 | 3.50 | 3.67 | 3.53 | 2.96 | 2.55 | 2.71 | 2.40 | 3.09 | 5.24 | 4.98 |
| Draw Down(%) | NA | 1.67 | 2.45 | 5.93 | 10.81 | NA | NA | … | … | 1.67 | 2.29 | 1.46 | 5.93 | 2.25 | 1.04 | 8.58 | 2.00 | 10.81 | 6.86 | 4.13 | 15.96 | 2.32 | 1.07 | 2.01 | 5.72 | 5.76 | 3.97 | 3.84 | 3.01 | 6.47 | 1.63 | 2.46 | 5.80 | 3.80 |
| Yield(%) | 0.00 | 3.47 | 3.07 | 3.12 | 3.74 | 3.90 | 4.31 | … | … | 2.07 | 3.50 | 2.99 | 3.16 | 3.42 | 3.83 | 3.65 | 4.02 | 4.55 | 4.11 | 5.43 | 4.41 | 4.84 | 4.63 | 6.52 | 5.68 | 4.84 | 4.89 | 4.74 | 5.03 | 4.51 | 5.11 | 4.93 | 5.05 | 4.98 |
Data as of 11/25/2019, Common starting date is 02/27/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCLMX (PUTNAM CALIFORNIA TAX EXEMPT INCOME TRUST CLASS M SHARES) |
-1.61%
Dec 2005 – Dec 2008 |
0.56%
Dec 2003 – Dec 2008 |
2.49%
Dec 1998 – Dec 2008 |
3.72%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCLMX (PUTNAM CALIFORNIA TAX EXEMPT INCOME TRUST CLASS M SHARES) |
10.26%
Dec 2008 – Dec 2011 |
7.18%
Dec 2008 – Dec 2013 |
5.44%
Dec 2008 – Dec 2018 |
5.19%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart