Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PNJYX (Putnam New Jersey Tx Exmpt Incm Fd Y Shs) | NA | 3.79% | 5.22% | 1.56% | 2.68% | 3.06% | NA | … | … |
Data as of 11/13/2025, Common starting date is 01/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PNJYX (Putnam New Jersey Tx Exmpt Incm Fd Y Shs) | 01/22/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.79 | 5.22 | 1.56 | 2.68 | 3.06 | NA | … | … | 1.83 | 1.80 | 6.80 | -8.52 | 2.10 | 5.15 | 7.39 | 1.29 | 5.81 | 0.41 | 2.22 | 9.15 | -4.92 | 7.31 | 10.19 | 1.71 | 15.21 | -9.57 |
| Sharpe Ratio | NA | -0.22 | 0.29 | -0.28 | 0.24 | NA | NA | … | … | -0.17 | -1.46 | 0.61 | -2.13 | 1.20 | 0.61 | 3.07 | -0.01 | 2.34 | 0.09 | 1.04 | 4.38 | -1.49 | 3.01 | 3.43 | 0.54 | 4.19 | -1.76 |
| Standard Deviation(%) | NA | 4.84 | 4.16 | 3.88 | 3.98 | NA | NA | … | … | 4.97 | 3.28 | 4.20 | 4.66 | 1.73 | 8.05 | 1.95 | 1.83 | 2.22 | 2.45 | 2.11 | 2.08 | 3.33 | 2.43 | 2.96 | 3.01 | 3.60 | 6.21 |
| Draw Down(%) | NA | 5.38 | 6.19 | 13.97 | 13.97 | NA | NA | … | … | 5.10 | 2.36 | 6.19 | 13.57 | 2.15 | 12.24 | 1.46 | 1.73 | 1.18 | 5.14 | 2.69 | 1.26 | 8.51 | 1.99 | 2.99 | 5.50 | 2.61 | 13.90 |
| Yield(%) | 0.00 | 3.42 | 3.48 | 2.92 | 3.15 | 3.38 | 2.94 | … | … | 2.89 | 3.24 | 3.35 | 2.70 | 2.60 | 2.82 | 3.12 | 3.39 | 3.63 | 3.56 | 3.53 | 3.83 | 3.48 | 3.88 | 4.39 | 3.94 | 4.74 | 0.71 |
Data as of 11/13/2025, Common starting date is 01/22/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNJYX (Putnam New Jersey Tx Exmpt Incm Fd Y Shs) |
-2.11%
Oct 2019 – Oct 2022 |
0.45%
Oct 2017 – Oct 2022 |
1.38%
Oct 2012 – Oct 2022 |
2.64%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNJYX (Putnam New Jersey Tx Exmpt Incm Fd Y Shs) |
8.89%
Dec 2008 – Dec 2011 |
5.93%
Feb 2008 – Feb 2013 |
4.69%
Dec 2008 – Dec 2018 |
3.93%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart