Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMO (Putnam Municipal Opportunities Trust) | 1.21% | 17.36% | 10.33% | 2.45% | 4.62% | 6.27% | 6.38% | … | … |
Data as of 06/04/2026, Common starting date is 01/12/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMO (Putnam Municipal Opportunities Trust) | 01/12/2000 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 17.36 | 10.33 | 2.45 | 4.62 | 6.27 | 6.38 | … | … | 1.21 | 11.78 | 5.05 | 3.92 | -16.28 | 11.45 | 10.50 | 23.15 | -3.70 | 8.89 | 2.84 | 8.70 | 18.77 | -12.06 | 11.86 | 21.14 | 5.19 | 37.18 | -17.48 | -1.94 | 10.72 | -1.04 | 1.15 | 15.70 | 1.97 | 5.10 | 25.12 |
| Sharpe Ratio | NA | 1.80 | 0.64 | 0.01 | 0.21 | NA | NA | … | … | 0.17 | 0.89 | -0.16 | -0.02 | -0.81 | 1.23 | 0.41 | 2.83 | -0.71 | 1.11 | 0.22 | 1.04 | 2.79 | -0.97 | 1.25 | 1.97 | 0.50 | 3.70 | -0.97 | -0.61 | 1.13 | -0.53 | 0.02 | 1.75 | 0.10 | 0.22 | 1.70 |
| Standard Deviation(%) | NA | 8.48 | 11.85 | 15.14 | 14.39 | NA | NA | … | … | 9.68 | 10.17 | 9.71 | 19.53 | 21.79 | 9.27 | 24.66 | 7.69 | 7.11 | 7.48 | 11.97 | 8.32 | 6.73 | 12.42 | 9.50 | 10.73 | 10.14 | 10.03 | 18.86 | 8.13 | 6.61 | 6.04 | 11.79 | 8.56 | 9.00 | 12.82 | 12.92 |
| Draw Down(%) | NA | 6.83 | 14.74 | 30.24 | 30.24 | NA | NA | … | … | 6.83 | 11.79 | 7.64 | 23.76 | 26.46 | 8.12 | 26.06 | 5.41 | 10.25 | 4.64 | 14.04 | 6.51 | 3.06 | 20.27 | 6.51 | 6.07 | 13.72 | 4.99 | 29.86 | 9.10 | 5.77 | 7.09 | 13.12 | 7.76 | 10.47 | 10.09 | 5.60 |
| Yield(%) | 0.00 | 4.79 | 4.43 | 3.61 | 4.47 | 5.64 | 5.80 | … | … | 1.83 | 4.44 | 4.08 | 4.28 | 4.45 | 4.62 | 5.83 | 5.58 | 5.35 | 5.40 | 5.74 | 5.97 | 6.71 | 5.12 | 6.17 | 7.37 | 7.71 | 8.41 | 5.71 | 4.82 | 5.28 | 5.37 | 7.06 | 7.74 | 6.96 | 6.88 | 8.14 |
Data as of 06/04/2026, Common starting date is 01/12/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMO (Putnam Municipal Opportunities Trust) |
-3.67%
Oct 2020 – Oct 2023 |
-2.15%
Dec 2003 – Dec 2008 |
3.07%
Sep 2012 – Sep 2022 |
5.17%
Oct 2003 – Oct 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMO (Putnam Municipal Opportunities Trust) |
20.46%
Dec 2008 – Dec 2011 |
11.69%
Nov 2007 – Nov 2012 |
9.29%
Feb 2009 – Feb 2019 |
7.91%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart