Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEIBX (PUTNAM NEW YORK TAX EXEMPT INCOME FUND CLASS B SHARES) | NA | 11.11% | -1.00% | 0.22% | 1.46% | 2.26% | 2.59% | … | … |
Data as of 10/10/2024, Common starting date is 01/28/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEIBX (PUTNAM NEW YORK TAX EXEMPT INCOME FUND CLASS B SHARES) | 01/28/1993 | 10/10/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 11.11 | -1.00 | 0.22 | 1.46 | 2.26 | 2.59 | … | … | 1.74 | 6.96 | -11.48 | 1.59 | 3.40 | 6.89 | -0.34 | 4.36 | -0.17 | 2.17 | 8.72 | -5.13 | 6.73 | 8.93 | 1.44 | 15.36 | -7.03 | 2.52 | 4.32 | 3.09 | 3.16 | 4.11 | 8.55 | 3.00 | 11.58 | -4.01 | 4.19 | 8.36 | 2.71 | 14.71 | -8.00 | 9.78 |
| Sharpe Ratio | NA | 1.12 | -1.04 | -0.39 | -0.01 | NA | NA | … | … | -1.55 | 0.55 | -2.41 | 0.89 | 0.36 | 2.20 | -0.94 | 1.82 | -0.17 | 1.15 | 4.72 | -1.64 | 2.99 | 3.07 | 0.45 | 3.95 | -1.00 | -0.22 | 0.57 | 0.47 | 0.76 | 1.01 | 2.15 | 0.24 | 2.81 | -2.87 | 0.34 | 1.53 | -0.15 | 2.13 | -1.82 | 2.24 |
| Standard Deviation(%) | NA | 4.12 | 4.54 | 5.31 | 4.04 | NA | NA | … | … | 3.17 | 4.95 | 5.36 | 1.76 | 8.66 | 2.49 | 1.76 | 2.06 | 2.27 | 1.86 | 1.85 | 3.14 | 2.25 | 2.90 | 3.00 | 3.86 | 7.91 | 2.16 | 1.85 | 1.95 | 2.92 | 3.38 | 3.46 | 2.90 | 2.67 | 2.52 | 2.60 | 3.15 | 5.08 | 5.11 | 6.00 | 3.79 |
| Draw Down(%) | NA | 2.95 | 16.95 | 17.65 | 17.65 | NA | NA | … | … | 2.32 | 8.16 | 16.77 | 2.20 | 12.72 | 1.59 | 2.41 | 1.40 | 5.48 | 2.26 | 1.02 | 8.42 | 1.87 | 3.16 | 5.78 | 2.74 | 13.74 | 1.88 | 1.13 | 1.84 | 5.05 | 4.86 | 3.83 | 4.04 | 3.20 | 6.66 | 2.31 | 2.51 | 5.65 | 4.46 | 13.65 | 3.14 |
| Yield(%) | 0.00 | 2.51 | 1.93 | 1.83 | 2.14 | 2.57 | 2.91 | … | … | 1.71 | 2.41 | 1.75 | 1.47 | 1.73 | 2.03 | 2.22 | 2.41 | 2.67 | 2.82 | 3.15 | 3.00 | 3.19 | 3.64 | 3.30 | 4.57 | 4.06 | 4.19 | 4.21 | 4.85 | 4.65 | 4.46 | 4.36 | 4.13 | 4.81 | 4.27 | 5.09 | 5.77 | 4.68 | 5.21 | 4.86 | 4.86 |
Data as of 10/10/2024, Common starting date is 01/28/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEIBX (PUTNAM NEW YORK TAX EXEMPT INCOME FUND CLASS B SHARES) |
-4.10%
Oct 2019 – Oct 2022 |
-1.22%
Oct 2017 – Oct 2022 |
0.27%
Oct 2012 – Oct 2022 |
1.80%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEIBX (PUTNAM NEW YORK TAX EXEMPT INCOME FUND CLASS B SHARES) |
9.02%
Nov 1994 – Nov 1997 |
6.38%
Jan 2000 – Jan 2005 |
5.75%
Nov 1994 – Nov 2004 |
4.99%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart