Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMAYX (Putnam Msschustt Tx Exmpt Incm Fd Y Sh) | NA | 2.64% | 4.70% | 0.73% | 2.13% | 2.86% | NA | … | … |
Data as of 11/13/2025, Common starting date is 01/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMAYX (Putnam Msschustt Tx Exmpt Incm Fd Y Sh) | 01/22/2008 | 11/13/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 2.64 | 4.70 | 0.73 | 2.13 | 2.86 | NA | … | … | 0.99 | 1.49 | 6.61 | -9.81 | 1.75 | 5.05 | 7.18 | 0.18 | 4.98 | 0.50 | 2.44 | 10.13 | -4.86 | 7.75 | 11.46 | 2.73 | 16.10 | -10.37 |
| Sharpe Ratio | NA | -0.43 | 0.16 | -0.47 | 0.11 | NA | NA | … | … | -0.35 | -1.45 | 0.54 | -2.39 | 0.99 | 0.60 | 2.96 | -0.60 | 2.10 | 0.13 | 1.17 | 4.83 | -1.45 | 3.00 | 3.61 | 0.80 | 4.50 | -1.82 |
| Standard Deviation(%) | NA | 5.03 | 4.36 | 4.02 | 4.02 | NA | NA | … | … | 5.18 | 3.51 | 4.39 | 4.71 | 1.74 | 7.96 | 1.95 | 1.89 | 2.08 | 2.22 | 2.05 | 2.09 | 3.38 | 2.59 | 3.17 | 3.32 | 3.55 | 6.46 |
| Draw Down(%) | NA | 5.95 | 6.77 | 15.00 | 15.00 | NA | NA | … | … | 5.25 | 2.50 | 6.77 | 14.60 | 2.07 | 11.18 | 1.51 | 2.24 | 1.34 | 4.71 | 2.55 | 1.23 | 8.70 | 2.03 | 3.05 | 6.20 | 2.30 | 14.07 |
| Yield(%) | 0.00 | 3.28 | 3.22 | 2.52 | 2.74 | 3.19 | 2.85 | … | … | 2.78 | 3.04 | 2.95 | 2.25 | 2.02 | 2.32 | 2.85 | 2.83 | 3.23 | 3.11 | 3.29 | 3.74 | 3.61 | 3.98 | 4.74 | 4.73 | 4.83 | 1.19 |
Data as of 11/13/2025, Common starting date is 01/22/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMAYX (Putnam Msschustt Tx Exmpt Incm Fd Y Sh) |
-3.02%
Oct 2020 – Oct 2023 |
-0.14%
Jul 2020 – Jul 2025 |
1.13%
Oct 2012 – Oct 2022 |
2.44%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMAYX (Putnam Msschustt Tx Exmpt Incm Fd Y Sh) |
9.95%
Dec 2008 – Dec 2011 |
6.39%
Dec 2008 – Dec 2013 |
4.97%
Dec 2008 – Dec 2018 |
3.96%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart