Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIMBX (Putnam Int-Term Muni Income Fd Cl B) | NA | 9.19% | -0.21% | 0.86% | 1.32% | NA | NA | … | … |
Data as of 10/21/2024, Common starting date is 03/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIMBX (Putnam Int-Term Muni Income Fd Cl B) | 03/19/2013 | 10/21/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.19 | -0.21 | 0.86 | 1.32 | NA | NA | … | … | 1.29 | 5.09 | -7.12 | 0.77 | 4.25 | 5.75 | -0.01 | 4.61 | -1.82 | 1.18 | 4.51 | -2.00 |
| Sharpe Ratio | NA | 2.00 | -0.96 | -0.22 | 0.04 | NA | NA | … | … | -0.94 | 0.43 | -2.52 | 0.61 | 0.61 | 2.86 | -1.03 | 2.30 | -1.01 | 0.78 | 3.02 | -0.98 |
| Standard Deviation(%) | NA | 2.66 | 3.01 | 3.79 | 2.92 | NA | NA | … | … | 2.25 | 3.35 | 3.40 | 1.21 | 6.53 | 1.49 | 1.36 | 1.73 | 2.01 | 1.47 | 1.49 | 2.61 |
| Draw Down(%) | NA | 2.19 | 10.96 | 11.70 | 11.70 | NA | NA | … | … | 2.19 | 5.82 | 10.92 | 1.57 | 9.18 | 1.21 | 1.87 | 1.26 | 5.32 | 2.43 | 1.12 | 5.11 |
| Yield(%) | 0.00 | 1.79 | 1.61 | 1.86 | 1.43 | 1.02 | 0.77 | … | … | 1.17 | 1.84 | 1.06 | 1.51 | 2.51 | 2.38 | 1.14 | 1.28 | 0.55 | 0.58 | 0.61 | 0.30 |
Data as of 10/21/2024, Common starting date is 03/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIMBX (Putnam Int-Term Muni Income Fd Cl B) |
-2.36%
Oct 2020 – Oct 2023 |
-0.12%
Oct 2017 – Oct 2022 |
0.83%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIMBX (Putnam Int-Term Muni Income Fd Cl B) |
4.04%
Jul 2018 – Jul 2021 |
3.13%
Nov 2016 – Nov 2021 |
1.65%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart