Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCTCX (PUTNAM CALIFORNIA TAX EXEMPT INCOME TRUST CLASS C SHARES) | NA | 2.39% | 5.44% | -0.22% | 1.31% | 2.17% | 2.53% | … | … |
Data as of 10/24/2025, Common starting date is 07/29/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCTCX (PUTNAM CALIFORNIA TAX EXEMPT INCOME TRUST CLASS C SHARES) | 07/29/1999 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 2.39 | 5.44 | -0.22 | 1.31 | 2.17 | 2.53 | … | … | 1.90 | 1.88 | 6.38 | -11.06 | -0.82 | 3.33 | 7.30 | -0.41 | 5.39 | -0.81 | 2.31 | 10.03 | -3.95 | 8.69 | 10.78 | 2.12 | 16.73 | -11.16 | 1.21 | 4.18 | 3.00 | 3.92 | 4.09 | 6.85 | 3.05 | 11.65 | -2.77 |
| Sharpe Ratio | NA | -0.10 | 0.39 | -0.52 | -0.04 | NA | NA | … | … | -0.09 | -0.46 | 0.56 | -2.38 | -0.32 | 0.37 | 2.92 | -0.95 | 2.06 | -0.42 | 1.22 | 5.22 | -1.14 | 3.46 | 0.71 | 0.57 | 3.89 | -1.63 | -0.44 | 0.39 | 0.36 | 0.85 | 0.93 | 1.65 | 0.21 | 2.88 | -3.09 |
| Standard Deviation(%) | NA | 6.41 | 5.17 | 4.72 | 4.47 | NA | NA | … | … | 6.67 | 3.82 | 4.87 | 5.26 | 2.63 | 8.39 | 2.00 | 1.89 | 2.31 | 2.46 | 1.87 | 1.92 | 3.50 | 2.52 | 15.04 | 3.56 | 4.27 | 7.41 | 4.44 | 1.93 | 2.07 | 3.45 | 3.63 | 3.45 | 2.91 | 2.58 | 3.20 |
| Draw Down(%) | NA | 7.29 | 7.63 | 18.97 | 18.97 | NA | NA | … | … | 6.51 | 2.96 | 7.63 | 16.56 | 3.11 | 12.13 | 1.66 | 2.67 | 1.45 | 6.19 | 2.39 | 1.07 | 8.78 | 1.87 | 10.21 | 7.00 | 4.10 | 16.43 | 3.99 | 1.10 | 2.08 | 5.75 | 5.72 | 4.06 | 3.86 | 3.05 | 3.89 |
| Yield(%) | 0.00 | 2.58 | 2.59 | 1.87 | 2.28 | 2.68 | 2.97 | … | … | 1.96 | 2.39 | 2.34 | 1.63 | 1.35 | 1.60 | 3.60 | 2.98 | 2.46 | 2.64 | 2.87 | 3.27 | 3.13 | 3.47 | 3.99 | 3.65 | 4.90 | 3.82 | 4.21 | 4.07 | 5.88 | 5.45 | 4.57 | 4.60 | 4.07 | 4.54 | 1.87 |
Data as of 10/24/2025, Common starting date is 07/29/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCTCX (PUTNAM CALIFORNIA TAX EXEMPT INCOME TRUST CLASS C SHARES) |
-4.96%
Oct 2020 – Oct 2023 |
-1.56%
Oct 2017 – Oct 2022 |
0.44%
Oct 2012 – Oct 2022 |
1.86%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCTCX (PUTNAM CALIFORNIA TAX EXEMPT INCOME TRUST CLASS C SHARES) |
9.71%
Dec 2008 – Dec 2011 |
6.63%
Dec 2008 – Dec 2013 |
4.92%
Dec 2008 – Dec 2018 |
4.70%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart