Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMTBX (PUTNAM MINNESOTA TAX EXEMPT INCOME FUND II CLASS B SHARES) | NA | 3.13% | 1.93% | 0.43% | 1.09% | 2.13% | 2.44% | … | … |
Data as of 04/21/2025, Common starting date is 08/16/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMTBX (PUTNAM MINNESOTA TAX EXEMPT INCOME FUND II CLASS B SHARES) | 08/16/1993 | 04/21/2025 |
| 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 | 3.13 | 1.93 | 0.43 | 1.09 | 2.13 | 2.44 | … | … | 0.00 | 1.43 | 5.45 | -8.98 | 0.12 | 3.30 | 6.09 | -0.23 | 3.71 | -0.37 | 1.85 | 7.42 | -3.29 | 5.89 | 9.47 | 3.31 | 14.89 | -5.70 | 2.10 | 3.09 | 2.53 | 3.37 | 4.69 | 6.25 | 3.89 | 9.10 | -4.51 | 4.41 | 6.94 | 2.80 | 15.69 | -6.01 | 3.44 |
| Sharpe Ratio | NA | -1.55 | -0.67 | -0.71 | -0.17 | NA | NA | … | … | 0.00 | -1.92 | 0.29 | -2.47 | 0.06 | 0.43 | 1.53 | -0.91 | 1.58 | -0.30 | 1.15 | 4.51 | -1.22 | 2.92 | 1.22 | 0.98 | 4.86 | -1.08 | -0.54 | -0.11 | 0.20 | 0.88 | 1.36 | 2.08 | 0.67 | 2.32 | -3.21 | 0.59 | 1.34 | -0.15 | 2.87 | -1.71 | 1.91 |
| Standard Deviation(%) | NA | 2.10 | 3.62 | 3.07 | 3.41 | NA | NA | … | … | NA | 2.68 | 4.17 | 4.21 | 1.53 | 7.04 | 3.06 | 1.70 | 1.96 | 1.93 | 1.58 | 1.64 | 2.72 | 2.02 | 7.74 | 3.28 | 3.05 | 6.11 | 1.65 | 1.59 | 1.85 | 2.76 | 2.94 | 2.48 | 2.38 | 2.16 | 2.41 | 1.85 | 2.55 | 4.72 | 4.13 | 5.24 | 3.78 |
| Draw Down(%) | NA | 1.83 | 7.78 | 14.45 | 14.45 | NA | NA | … | … | 0.00 | 2.61 | 7.31 | 13.63 | 1.86 | 10.13 | 2.09 | 2.38 | 1.29 | 4.46 | 1.95 | 0.96 | 6.65 | 1.46 | 5.01 | 5.46 | 1.97 | 11.27 | 1.49 | 1.11 | 1.63 | 4.31 | 4.36 | 2.82 | 3.05 | 2.71 | 5.65 | 1.25 | 2.35 | 5.27 | 3.19 | 10.37 | 2.45 |
| Yield(%) | 0.00 | 0.91 | 1.51 | 1.32 | 1.69 | 2.26 | 2.53 | … | … | 0.00 | 1.40 | 1.96 | 1.32 | 1.05 | 1.36 | 1.74 | 2.02 | 2.48 | 2.23 | 2.35 | 2.58 | 2.80 | 2.72 | 3.25 | 4.80 | 4.03 | 3.65 | 3.50 | 3.14 | 3.37 | 3.74 | 3.28 | 2.95 | 4.29 | 4.69 | 4.23 | 4.20 | 4.54 | 4.62 | 5.25 | 4.87 | 1.99 |
Data as of 04/21/2025, 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 |
|---|---|---|---|---|
| PMTBX (PUTNAM MINNESOTA TAX EXEMPT INCOME FUND II CLASS B SHARES) |
-3.91%
Oct 2020 – Oct 2023 |
-0.93%
Oct 2017 – Oct 2022 |
0.40%
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 |
|---|---|---|---|---|
| PMTBX (PUTNAM MINNESOTA TAX EXEMPT INCOME FUND II CLASS B SHARES) |
9.12%
Dec 2008 – Dec 2011 |
6.01%
Feb 2008 – Feb 2013 |
5.31%
Nov 1994 – Nov 2004 |
4.66%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart