Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PCTEX (PUTNAM CALIFORNIA TAX EXEMPT INCOME TRUST CLASS A SHARES) | -2.73% | -1.60% | 3.04% | -0.27% | 1.73% | 2.93% | 3.05% | 5.42% |
Data as of 06/20/2025, AR inception is 05/27/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCTEX (PUTNAM CALIFORNIA TAX EXEMPT INCOME TRUST CLASS A SHARES) | 05/27/1983 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.60 | 3.04 | -0.27 | 1.73 | 2.93 | 3.05 | 5.42 | -2.73 | 2.36 | 7.22 | -10.48 | 0.01 | 4.15 | 8.09 | 0.37 | 6.12 | 0.09 | 3.04 | 10.91 | -3.21 | 9.60 | 11.73 | 2.71 | 17.43 | -10.66 | 2.00 | 5.05 | 3.64 | 4.20 | 4.55 | 6.70 | 3.92 | 12.55 | -3.95 | 5.56 | 8.73 | 3.61 | 19.06 | -6.99 | 12.70 | 8.00 | 11.41 | 6.81 | 9.52 | 12.56 | -0.33 | 18.14 | 20.70 | 7.33 | 5.00 |
| Sharpe Ratio | NA | -0.75 | -0.06 | -0.49 | 0.07 | NA | NA | 0.62 | -1.05 | -1.10 | 0.62 | -2.25 | -0.01 | 0.46 | 3.22 | -0.48 | 2.34 | -0.05 | 1.50 | 5.29 | -0.91 | 3.75 | 0.76 | 0.70 | 4.09 | -1.54 | -0.43 | 1.03 | 0.71 | 0.94 | 1.04 | 1.61 | 0.54 | 3.30 | -2.52 | 0.89 | 1.64 | 0.02 | 3.13 | -1.74 | 2.91 | 1.46 | 2.79 | 0.38 | 1.14 | 1.97 | -0.54 | 3.10 | 3.57 | 0.13 | 0.45 |
| Standard Deviation(%) | NA | 6.46 | 5.38 | 4.68 | 4.46 | NA | NA | 4.75 | 8.42 | 3.86 | 4.85 | 5.30 | 2.55 | 8.40 | 2.07 | 1.99 | 2.35 | 2.55 | 2.02 | 2.06 | 3.57 | 2.57 | 15.44 | 3.72 | 4.24 | 7.50 | 2.32 | 1.73 | 2.07 | 3.46 | 3.71 | 3.47 | 2.97 | 2.56 | 2.85 | 2.51 | 3.16 | 5.22 | 4.86 | 5.71 | 3.64 | 3.83 | 2.74 | 4.07 | 3.33 | 3.99 | 8.07 | 4.48 | 4.33 | 4.61 | 5.12 |
| Draw Down(%) | NA | 7.10 | 9.15 | 18.39 | 18.39 | NA | NA | 18.39 | 6.50 | 2.92 | 7.17 | 16.11 | 2.89 | 12.20 | 1.67 | 2.08 | 1.46 | 5.81 | 2.18 | 1.01 | 8.48 | 2.00 | 10.47 | 6.79 | 4.12 | 16.02 | 2.40 | 1.08 | 2.08 | 5.68 | 5.74 | 4.07 | 3.70 | 3.09 | 6.24 | 1.61 | 2.43 | 5.62 | 3.86 | 11.37 | 2.99 | 3.96 | 1.34 | 4.28 | 2.32 | 3.13 | 13.65 | 2.84 | 2.11 | 5.33 | 2.33 |
| Yield(%) | 0.00 | 2.93 | 3.06 | 2.46 | 3.04 | 3.58 | 3.66 | 6.07 | 1.10 | 3.13 | 3.11 | 2.29 | 2.06 | 2.38 | 4.46 | 3.76 | 3.28 | 3.44 | 3.70 | 4.07 | 3.92 | 4.31 | 4.83 | 4.38 | 5.50 | 4.42 | 4.87 | 5.03 | 6.51 | 5.73 | 5.02 | 4.46 | 5.02 | 5.36 | 4.83 | 5.42 | 5.68 | 5.59 | 6.12 | 5.58 | 6.27 | 6.55 | 6.81 | 6.76 | 7.18 | 7.51 | 6.37 | 8.12 | 9.59 | 9.26 | 5.49 |
Data as of 06/20/2025, AR inception is 05/27/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCTEX (PUTNAM CALIFORNIA TAX EXEMPT INCOME TRUST CLASS A SHARES) |
-4.21%
Oct 2020 - Oct 2023 |
-0.79%
Oct 2017 - Oct 2022 |
1.22%
Oct 2012 - Oct 2022 |
2.65%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCTEX (PUTNAM CALIFORNIA TAX EXEMPT INCOME TRUST CLASS A SHARES) |
15.82%
Feb 1984 - Feb 1987 |
13.20%
Jun 1984 - Jun 1989 |
10.64%
Aug 1983 - Aug 1993 |
9.05%
May 1984 - May 1999 |
Annualized Rolling Returns Comparison Chart