Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIMRX (Putnam Intermediate-Term Municipal Income Fund) | NA | 0.23% | 2.14% | 0.84% | NA | NA | NA | … | … |
Data as of 07/18/2025, Common starting date is 05/22/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIMRX (Putnam Intermediate-Term Municipal Income Fund) | 05/22/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.23 | 2.14 | 0.84 | NA | NA | NA | … | … | -1.28 | 1.39 | 6.12 | -6.26 | 1.76 | 5.09 | 6.67 | 1.95 |
| Sharpe Ratio | NA | -0.86 | -0.40 | -0.44 | NA | NA | NA | … | … | -1.15 | -0.77 | 0.74 | -2.21 | 1.31 | 0.74 | 3.25 | 1.20 |
| Standard Deviation(%) | NA | 4.11 | 3.53 | 3.05 | NA | NA | NA | … | … | 4.72 | 2.89 | 3.36 | 3.49 | 1.33 | 6.52 | 1.60 | 1.43 |
| Draw Down(%) | NA | 4.15 | 5.90 | 10.69 | NA | NA | NA | … | … | 4.15 | 2.21 | 5.40 | 10.31 | 1.58 | 9.18 | 1.21 | 1.24 |
| Yield(%) | 0.00 | 3.16 | 2.85 | 2.71 | 2.00 | 1.33 | 1.00 | … | … | 1.63 | 2.95 | 2.71 | 1.92 | 2.40 | 3.51 | 3.28 | 1.34 |
Data as of 07/18/2025, Common starting date is 05/22/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIMRX (Putnam Intermediate-Term Municipal Income Fund) |
-1.47%
Oct 2020 – Oct 2023 |
0.99%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIMRX (Putnam Intermediate-Term Municipal Income Fund) |
4.96%
Jul 2018 – Jul 2021 |
2.56%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart