Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMATX (Putnam Massachusetts Tax Exempt Income Fund Class R6 Shares) | NA | 2.63% | 4.79% | 0.80% | NA | NA | NA | … | … |
Data as of 11/10/2025, Common starting date is 05/22/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMATX (Putnam Massachusetts Tax Exempt Income Fund Class R6 Shares) | 05/22/2018 | 11/10/2025 |
| 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 (%) | 0.11 | 2.63 | 4.79 | 0.80 | NA | NA | NA | … | … | 2.78 | 1.89 | 6.50 | -9.81 | 1.76 | 5.15 | 7.09 | 2.01 |
| Sharpe Ratio | NA | -0.07 | 0.31 | -0.36 | NA | NA | NA | … | … | 0.06 | -0.49 | 0.66 | -2.35 | 0.98 | 0.62 | 2.96 | 1.04 |
| Standard Deviation(%) | NA | 5.10 | 4.38 | 4.05 | NA | NA | NA | … | … | 5.26 | 3.55 | 4.35 | 4.81 | 1.78 | 7.85 | 1.90 | 1.74 |
| Draw Down(%) | NA | 5.96 | 6.76 | 14.91 | NA | NA | NA | … | … | 5.27 | 2.61 | 6.76 | 14.60 | 2.07 | 11.09 | 1.51 | 1.57 |
| Yield(%) | 0.00 | 3.29 | 3.24 | 2.54 | 2.03 | 1.35 | 1.02 | … | … | 2.79 | 3.06 | 2.96 | 2.25 | 2.04 | 2.32 | 2.88 | 1.99 |
Data as of 11/10/2025, 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 |
|---|---|---|---|---|
| PMATX (Putnam Massachusetts Tax Exempt Income Fund Class R6 Shares) |
-3.05%
Oct 2020 – Oct 2023 |
-0.14%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMATX (Putnam Massachusetts Tax Exempt Income Fund Class R6 Shares) |
5.45%
Oct 2022 – Oct 2025 |
1.94%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart