Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCTBX (PUTNAM CALIFORNIA TAX EXEMPT INCOME TRUST CLASS B SHARES) | NA | 4.05% | 2.17% | 0.47% | 1.36% | 2.62% | 2.68% | … | … |
Data as of 04/17/2025, Common starting date is 01/27/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCTBX (PUTNAM CALIFORNIA TAX EXEMPT INCOME TRUST CLASS B SHARES) | 01/27/1993 | 04/17/2025 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.05 | 2.17 | 0.47 | 1.36 | 2.62 | 2.68 | … | … | 0.00 | 2.86 | 6.52 | -10.92 | -0.61 | 3.39 | 7.51 | -0.38 | 5.60 | -0.67 | 2.49 | 10.26 | -3.81 | 8.79 | 11.00 | 2.25 | 17.23 | -11.12 | 1.24 | 4.20 | 3.04 | 4.17 | 4.20 | 7.00 | 3.28 | 11.85 | -4.58 | 4.88 | 8.03 | 2.90 | 18.29 | -7.58 | 11.23 |
| Sharpe Ratio | NA | -1.13 | -0.53 | -0.57 | -0.08 | NA | NA | … | … | 0.00 | -1.34 | 0.49 | -2.32 | -0.25 | 0.37 | 2.82 | -0.87 | 2.25 | -0.35 | 1.27 | 5.11 | -1.09 | 3.66 | 0.70 | 0.61 | 4.06 | -1.60 | -0.75 | 0.48 | 0.42 | 0.91 | 0.98 | 1.65 | 0.34 | 3.12 | -2.89 | 0.65 | 1.45 | -0.12 | 2.90 | -1.87 | 2.79 |
| Standard Deviation(%) | NA | 2.05 | 4.28 | 3.75 | 3.98 | NA | NA | … | … | NA | 2.79 | 4.71 | 5.32 | 2.54 | 8.43 | 2.17 | 1.95 | 2.22 | 2.48 | 1.93 | 2.00 | 3.52 | 2.41 | 15.62 | 3.53 | 4.22 | 7.49 | 2.36 | 1.93 | 2.09 | 3.54 | 3.60 | 3.56 | 2.89 | 2.48 | 2.70 | 2.41 | 3.10 | 5.09 | 4.98 | 5.64 | 3.60 |
| Draw Down(%) | NA | 1.50 | 9.25 | 18.88 | 18.88 | NA | NA | … | … | 0.00 | 2.23 | 7.50 | 16.40 | 3.09 | 12.22 | 1.67 | 2.45 | 1.46 | 6.17 | 2.35 | 1.07 | 8.67 | 1.88 | 10.47 | 7.01 | 4.13 | 16.30 | 2.50 | 1.19 | 2.02 | 5.78 | 5.75 | 3.96 | 3.75 | 3.16 | 6.77 | 1.67 | 2.53 | 5.86 | 3.87 | 11.80 | 3.05 |
| Yield(%) | 0.00 | 1.13 | 1.86 | 1.69 | 2.29 | 2.87 | 3.06 | … | … | 0.00 | 1.73 | 2.45 | 1.74 | 1.45 | 1.76 | 3.77 | 3.15 | 2.65 | 2.80 | 3.04 | 3.44 | 3.32 | 3.66 | 4.16 | 3.79 | 5.27 | 3.94 | 4.26 | 4.09 | 6.04 | 5.58 | 4.69 | 4.73 | 4.41 | 4.70 | 4.21 | 4.77 | 5.01 | 4.92 | 5.41 | 5.00 | 5.52 |
Data as of 04/17/2025, Common starting date is 01/27/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCTBX (PUTNAM CALIFORNIA TAX EXEMPT INCOME TRUST CLASS B SHARES) |
-4.81%
Oct 2020 – Oct 2023 |
-1.41%
Oct 2017 – Oct 2022 |
0.59%
Oct 2012 – Oct 2022 |
2.05%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCTBX (PUTNAM CALIFORNIA TAX EXEMPT INCOME TRUST CLASS B SHARES) |
9.99%
Dec 2008 – Dec 2011 |
6.84%
Dec 2008 – Dec 2013 |
5.86%
Nov 1994 – Nov 2004 |
4.85%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart