Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMVTX (Putnam Minnesota Tax Exempt Income Fund Class R6) | NA | 3.52% | 5.09% | 1.17% | 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 |
|---|---|---|
| PMVTX (Putnam Minnesota Tax Exempt Income Fund Class R6) | 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 | 3.52 | 5.09 | 1.17 | NA | NA | NA | … | … | 1.98 | 1.68 | 6.62 | -8.20 | 1.24 | 4.57 | 7.00 | 1.82 |
| Sharpe Ratio | NA | -0.22 | 0.24 | -0.35 | NA | NA | NA | … | … | -0.12 | -0.53 | 0.71 | -2.21 | 0.75 | 0.61 | 3.02 | 0.92 |
| Standard Deviation(%) | NA | 5.39 | 4.46 | 3.99 | NA | NA | NA | … | … | 5.57 | 3.66 | 4.19 | 4.37 | 1.61 | 7.02 | 1.83 | 1.63 |
| Draw Down(%) | NA | 5.97 | 6.86 | 13.37 | NA | NA | NA | … | … | 5.55 | 2.68 | 6.86 | 13.08 | 1.95 | 10.08 | 1.46 | 1.54 |
| Yield(%) | 0.00 | 3.17 | 3.22 | 2.61 | 2.02 | 1.34 | 1.01 | … | … | 2.67 | 3.00 | 3.09 | 2.15 | 2.15 | 2.61 | 2.65 | 1.80 |
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 |
|---|---|---|---|---|
| PMVTX (Putnam Minnesota Tax Exempt Income Fund Class R6) |
-2.88%
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 |
|---|---|---|---|---|
| PMVTX (Putnam Minnesota Tax Exempt Income Fund Class R6) |
5.64%
Oct 2022 – Oct 2025 |
2.09%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart