Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMABX (PUTNAM MASSACHUSETTS TAX EXEMPT INCOME FUND CLASS B SHARES) | NA | 3.21% | 1.55% | 0.39% | 1.13% | 2.08% | 2.54% | … | … |
Data as of 04/17/2025, Common starting date is 08/16/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMABX (PUTNAM MASSACHUSETTS TAX EXEMPT INCOME FUND CLASS B SHARES) | 08/16/1993 | 04/17/2025 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.21 | 1.55 | 0.39 | 1.13 | 2.08 | 2.54 | … | … | 0.00 | 1.82 | 5.59 | -10.53 | 0.78 | 4.25 | 6.20 | -0.42 | 4.13 | -0.36 | 1.48 | 9.24 | -5.57 | 6.85 | 10.44 | 1.47 | 15.62 | -6.02 | 2.97 | 4.07 | 3.09 | 3.88 | 3.92 | 6.81 | 3.80 | 10.65 | -4.19 | 4.57 | 8.35 | 3.45 | 17.45 | -6.94 | 1.41 |
| Sharpe Ratio | NA | -1.63 | -0.76 | -0.69 | -0.15 | NA | NA | … | … | 0.00 | -1.87 | 0.32 | -2.55 | 0.46 | 0.51 | 2.61 | -0.95 | 1.72 | -0.27 | 0.74 | 4.50 | -1.67 | 2.81 | 3.42 | 0.43 | 4.64 | -1.04 | -0.01 | 0.43 | 0.42 | 0.95 | 0.99 | 1.93 | 0.54 | 2.79 | -2.97 | 0.55 | 1.78 | -0.01 | 3.25 | -1.88 | 0.35 |
| Standard Deviation(%) | NA | 1.93 | 3.82 | 3.24 | 3.61 | NA | NA | … | … | NA | 2.55 | 4.27 | 4.69 | 1.65 | 7.91 | 1.84 | 1.84 | 2.04 | 2.10 | 1.96 | 2.05 | 3.36 | 2.44 | 3.04 | 3.23 | 3.35 | 6.65 | 2.07 | 1.87 | 2.19 | 3.09 | 3.25 | 2.96 | 2.74 | 2.35 | 2.50 | 2.26 | 2.69 | 4.64 | 4.18 | 5.27 | 4.87 |
| Draw Down(%) | NA | 1.55 | 8.24 | 15.90 | 15.90 | NA | NA | … | … | 0.00 | 2.09 | 7.20 | 15.13 | 2.20 | 11.13 | 1.52 | 2.73 | 1.34 | 5.07 | 2.77 | 1.31 | 8.99 | 1.94 | 2.95 | 6.37 | 2.30 | 11.89 | 1.74 | 1.15 | 2.03 | 4.87 | 4.98 | 3.35 | 3.95 | 2.75 | 5.89 | 1.66 | 2.19 | 5.05 | 2.91 | 11.74 | 2.90 |
| Yield(%) | 0.00 | 0.95 | 1.60 | 1.43 | 1.79 | 2.31 | 2.71 | … | … | 0.00 | 1.46 | 2.09 | 1.49 | 1.18 | 1.44 | 1.99 | 2.26 | 2.40 | 2.26 | 2.47 | 2.88 | 2.82 | 3.10 | 3.88 | 3.48 | 4.43 | 4.27 | 4.26 | 3.76 | 4.29 | 4.21 | 3.33 | 2.82 | 4.49 | 4.90 | 4.57 | 4.56 | 4.91 | 5.16 | 5.69 | 5.01 | 2.03 |
Data as of 04/17/2025, Common starting date is 08/16/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMABX (PUTNAM MASSACHUSETTS TAX EXEMPT INCOME FUND CLASS B SHARES) |
-3.87%
Oct 2020 – Oct 2023 |
-0.94%
Oct 2017 – Oct 2022 |
0.30%
Oct 2012 – Oct 2022 |
2.03%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMABX (PUTNAM MASSACHUSETTS TAX EXEMPT INCOME FUND CLASS B SHARES) |
9.84%
Nov 1994 – Nov 1997 |
6.36%
Nov 1994 – Nov 1999 |
5.84%
Nov 1994 – Nov 2004 |
5.18%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart