Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PNJBX (PUTNAM NEW JERSEY TAX EXEMPT INCOME FUND CLASS B SHARES) | NA | 0.00% | 3.49% | 0.25% | 1.60% | 1.87% | 2.49% | … | … |
Data as of 09/23/2025, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PNJBX (PUTNAM NEW JERSEY TAX EXEMPT INCOME FUND CLASS B SHARES) | 06/20/1996 | 09/23/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 3.49 | 0.25 | 1.60 | 1.87 | 2.49 | … | … | 0.00 | 1.54 | 5.89 | -9.36 | 1.34 | 4.27 | 6.40 | 0.45 | 4.91 | -0.45 | 1.37 | 8.19 | -5.65 | 6.29 | 9.30 | 0.92 | 14.70 | -4.92 | 2.77 | 4.38 | 3.23 | 3.08 | 4.21 | 6.68 | 3.74 | 9.46 | -4.07 | 4.22 | 8.12 | 6.20 |
| Sharpe Ratio | NA | 0.00 | 0.02 | -0.63 | 0.03 | NA | NA | … | … | 0.00 | -2.15 | 0.40 | -2.36 | 0.82 | 0.50 | 0.95 | -0.51 | 2.01 | -0.28 | 0.68 | 4.01 | -1.71 | 2.71 | 3.20 | 0.29 | 4.63 | -0.91 | -0.11 | 0.61 | 0.53 | 0.71 | 1.16 | 2.03 | 0.57 | 2.28 | -3.10 | 0.41 | 1.72 | 2.20 |
| Standard Deviation(%) | NA | 0.27 | 3.13 | 3.06 | 3.89 | NA | NA | … | … | NA | 2.35 | 4.10 | 4.56 | 1.60 | 7.99 | 5.26 | 1.71 | 2.14 | 2.33 | 1.99 | 2.04 | 3.33 | 2.32 | 2.90 | 2.82 | 3.15 | 6.42 | 2.01 | 1.82 | 1.99 | 3.02 | 3.02 | 2.74 | 2.53 | 2.35 | 2.35 | 2.17 | 2.66 | 3.86 |
| Draw Down(%) | NA | 0.00 | 6.52 | 14.82 | 14.82 | NA | NA | … | … | 0.00 | 2.22 | 6.52 | 14.12 | 2.15 | 12.19 | 3.74 | 2.06 | 1.18 | 5.49 | 2.96 | 1.34 | 8.80 | 2.00 | 2.99 | 5.66 | 2.57 | 11.66 | 1.80 | 1.06 | 1.59 | 4.95 | 4.41 | 3.34 | 3.70 | 2.99 | 5.64 | 1.49 | 2.19 | 1.84 |
| Yield(%) | 0.00 | 0.00 | 1.68 | 1.64 | 2.08 | 2.33 | 2.70 | … | … | 0.00 | 1.62 | 2.50 | 1.91 | 1.74 | 1.96 | 2.26 | 2.58 | 2.76 | 2.70 | 2.71 | 3.02 | 2.67 | 2.98 | 3.56 | 3.15 | 4.31 | 3.78 | 3.89 | 3.74 | 3.40 | 3.23 | 3.47 | 3.21 | 4.26 | 4.78 | 4.30 | 4.13 | 4.49 | 2.81 |
Data as of 09/23/2025, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNJBX (PUTNAM NEW JERSEY TAX EXEMPT INCOME FUND CLASS B SHARES) |
-2.93%
Oct 2019 – Oct 2022 |
-0.41%
Oct 2017 – Oct 2022 |
0.52%
Oct 2012 – Oct 2022 |
1.85%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNJBX (PUTNAM NEW JERSEY TAX EXEMPT INCOME FUND CLASS B SHARES) |
8.16%
Dec 2008 – Dec 2011 |
5.84%
Jan 2000 – Jan 2005 |
4.80%
May 2000 – May 2010 |
4.49%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart