Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PNJCX (Putnam New Jersey Tx Exmpt Incm Fd C Shr) | NA | 2.86% | 4.21% | 0.56% | 1.65% | 2.03% | NA | … | … |
Data as of 11/13/2025, Common starting date is 10/19/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PNJCX (Putnam New Jersey Tx Exmpt Incm Fd C Shr) | 10/19/2006 | 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 (%) | 0.11 | 2.86 | 4.21 | 0.56 | 1.65 | 2.03 | NA | … | … | 2.37 | 0.97 | 5.61 | -9.46 | 1.20 | 4.10 | 6.35 | 0.00 | 4.86 | -0.58 | 1.22 | 8.01 | -5.90 | 6.22 | 9.11 | 0.88 | 12.64 | -7.39 | 1.87 | 1.27 |
| Sharpe Ratio | NA | -0.12 | 0.16 | -0.47 | 0.02 | NA | NA | … | … | -0.04 | -1.77 | 0.33 | -2.42 | 0.72 | 0.48 | 2.75 | -0.78 | 1.97 | -0.33 | 0.61 | 3.93 | -1.80 | 2.68 | 3.17 | 0.27 | 3.85 | -1.35 | -0.51 | 1.52 |
| Standard Deviation(%) | NA | 4.84 | 4.13 | 3.82 | 3.93 | NA | NA | … | … | 5.01 | 3.18 | 4.17 | 4.49 | 1.63 | 8.05 | 1.80 | 1.69 | 2.16 | 2.37 | 1.94 | 2.04 | 3.30 | 2.32 | 2.86 | 2.90 | 3.26 | 6.12 | 2.23 | 2.20 |
| Draw Down(%) | NA | 5.70 | 6.68 | 15.02 | 15.02 | NA | NA | … | … | 5.18 | 2.29 | 6.68 | 14.27 | 2.15 | 12.26 | 1.47 | 2.05 | 1.29 | 5.53 | 3.00 | 1.35 | 8.83 | 1.99 | 2.99 | 5.77 | 2.59 | 12.94 | 2.00 | 0.54 |
| Yield(%) | 0.00 | 2.43 | 2.44 | 1.98 | 2.15 | 2.38 | 2.28 | … | … | 2.06 | 2.25 | 2.34 | 1.77 | 1.60 | 1.82 | 2.11 | 2.24 | 2.60 | 2.56 | 2.55 | 2.85 | 2.49 | 2.82 | 3.38 | 3.00 | 2.43 | 1.10 | 3.01 | 0.84 |
Data as of 11/13/2025, Common starting date is 10/19/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNJCX (Putnam New Jersey Tx Exmpt Incm Fd C Shr) |
-3.09%
Oct 2019 – Oct 2022 |
-0.59%
Oct 2017 – Oct 2022 |
0.34%
Oct 2012 – Oct 2022 |
1.60%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNJCX (Putnam New Jersey Tx Exmpt Incm Fd C Shr) |
7.43%
Dec 2008 – Dec 2011 |
4.76%
Feb 2008 – Feb 2013 |
3.51%
Dec 2008 – Dec 2018 |
2.80%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart