Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PIMMX (Putnam Int-Term Muni Income Fd Cl M) NA 7.19% 3.56% 2.24% NA NA NA
Data as of 11/25/2019, Common starting date is 03/19/2013
More Performance Analytics Comparison
Name Start Date End Date
PIMMX (Putnam Int-Term Muni Income Fd Cl M) 03/19/2013 11/25/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 0.28 7.19 3.56 2.24 NA NA NA 5.28 -0.27 4.98 -1.51 1.53 4.86 -1.73
Sharpe Ratio NA 0.55 0.41 0.32 NA NA NA 0.43 -1.19 2.48 -0.85 1.03 3.26 -0.85
Standard Deviation(%) NA 9.66 5.75 4.57 NA NA NA 10.15 1.34 1.76 2.02 1.47 1.49 2.59
Draw Down(%) NA 6.65 6.65 6.65 NA NA NA 6.65 1.83 1.25 5.22 2.31 1.09 4.98
Yield(%) 0.00 1.69 1.57 1.29 0.79 0.52 0.39 1.32 1.50 1.65 0.86 0.93 0.96 0.57
Data as of 11/25/2019, 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
PIMMX (Putnam Int-Term Muni Income Fd Cl M) 0.77%
Oct 2015 – Oct 2018
1.09%
Apr 2013 – Apr 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PIMMX (Putnam Int-Term Muni Income Fd Cl M) 3.71%
Aug 2013 – Aug 2016
2.36%
Aug 2014 – Aug 2019
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return