Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMOCX (Putnam MN Tax Exempt Income C) | NA | 2.75% | 3.99% | -0.02% | 1.15% | 1.86% | NA | … | … |
Data as of 11/13/2025, Common starting date is 10/16/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMOCX (Putnam MN Tax Exempt Income C) | 10/16/2006 | 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 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.75 | 3.99 | -0.02 | 1.15 | 1.86 | NA | … | … | 1.52 | 0.46 | 5.28 | -9.09 | -0.03 | 3.13 | 5.82 | -0.44 | 3.56 | -0.52 | 1.61 | 7.35 | -3.54 | 5.82 | 9.29 | 1.45 | 13.18 | -8.23 | 1.44 | 1.09 |
| Sharpe Ratio | NA | -0.34 | 0.01 | -0.66 | -0.14 | NA | NA | … | … | -0.22 | -1.74 | 0.25 | -2.50 | -0.04 | 0.41 | 2.63 | -1.04 | 1.50 | -0.37 | 1.03 | 4.43 | -1.33 | 2.90 | 1.20 | 0.49 | 4.50 | -1.59 | -0.82 | 1.10 |
| Standard Deviation(%) | NA | 5.32 | 4.39 | 3.91 | 3.74 | NA | NA | … | … | 5.47 | 3.53 | 4.17 | 4.21 | 1.53 | 7.06 | 1.68 | 1.69 | 1.96 | 1.97 | 1.54 | 1.66 | 2.68 | 2.00 | 7.73 | 2.80 | 2.91 | 5.75 | 1.90 | 1.82 |
| Draw Down(%) | NA | 6.33 | 7.38 | 14.65 | 14.65 | NA | NA | … | … | 5.64 | 2.69 | 7.38 | 13.70 | 1.88 | 10.12 | 1.36 | 2.59 | 1.29 | 4.42 | 1.99 | 1.07 | 6.78 | 1.46 | 5.01 | 5.48 | 2.20 | 12.77 | 1.72 | 0.44 |
| Yield(%) | 0.00 | 2.57 | 2.19 | 1.55 | 1.70 | 2.06 | 2.01 | … | … | 2.24 | 1.97 | 1.80 | 1.20 | 0.90 | 1.20 | 1.60 | 1.71 | 2.32 | 2.07 | 2.22 | 2.41 | 2.64 | 2.55 | 3.09 | 2.96 | 2.30 | 1.00 | 2.85 | 0.75 |
Data as of 11/13/2025, Common starting date is 10/16/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMOCX (Putnam MN Tax Exempt Income C) |
-4.08%
Oct 2020 – Oct 2023 |
-1.13%
Oct 2017 – Oct 2022 |
0.23%
Oct 2012 – Oct 2022 |
1.45%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMOCX (Putnam MN Tax Exempt Income C) |
7.86%
Dec 2008 – Dec 2011 |
5.08%
Dec 2008 – Dec 2013 |
3.66%
Dec 2008 – Dec 2018 |
2.72%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart