Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIMEX (Putnam Int-Term Muni Income Fd Cl A) | NA | 0.03% | 1.84% | 0.54% | 1.77% | NA | NA | … | … |
Data as of 07/18/2025, Common starting date is 03/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIMEX (Putnam Int-Term Muni Income Fd Cl A) | 03/19/2013 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.01 | 0.03 | 1.84 | 0.54 | 1.77 | NA | NA | … | … | -0.84 | 1.16 | 5.69 | -6.51 | 1.44 | 4.76 | 6.37 | 0.62 | 5.15 | -1.28 | 1.79 | 5.12 | -1.55 |
| Sharpe Ratio | NA | -0.77 | -0.43 | -0.51 | 0.11 | NA | NA | … | … | -0.98 | -0.86 | 0.62 | -2.29 | 1.10 | 0.69 | 3.11 | -0.54 | 2.58 | -0.71 | 1.10 | 3.40 | -0.76 |
| Standard Deviation(%) | NA | 4.11 | 3.51 | 3.02 | 3.18 | NA | NA | … | … | 4.70 | 2.88 | 3.33 | 3.48 | 1.28 | 6.52 | 1.58 | 1.41 | 1.75 | 2.09 | 1.60 | 1.50 | 2.61 |
| Draw Down(%) | NA | 4.16 | 6.06 | 11.12 | 11.12 | NA | NA | … | … | 4.16 | 2.34 | 5.55 | 10.56 | 1.58 | 9.18 | 1.21 | 1.52 | 1.25 | 5.13 | 2.13 | 1.07 | 4.90 |
| Yield(%) | 0.00 | 2.85 | 2.51 | 2.40 | 2.19 | 1.64 | 1.23 | … | … | 1.48 | 2.62 | 2.40 | 1.58 | 2.08 | 3.19 | 2.99 | 1.67 | 1.91 | 1.09 | 1.19 | 1.22 | 0.75 |
Data as of 07/18/2025, 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 |
|---|---|---|---|---|
| PIMEX (Putnam Int-Term Muni Income Fd Cl A) |
-1.76%
Oct 2020 – Oct 2023 |
0.45%
Oct 2017 – Oct 2022 |
1.42%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIMEX (Putnam Int-Term Muni Income Fd Cl A) |
4.62%
Jul 2018 – Jul 2021 |
3.75%
Nov 2016 – Nov 2021 |
2.24%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart