Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PNYYX (Putnam New York Tax Exempt Incm Fd Y Shs) | NA | 3.28% | 6.18% | 1.32% | 2.26% | 2.78% | NA | … | … |
Data as of 10/24/2025, Common starting date is 01/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PNYYX (Putnam New York Tax Exempt Incm Fd Y Shs) | 01/22/2008 | 10/24/2025 |
| 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 (%) | 0.13 | 3.28 | 6.18 | 1.32 | 2.26 | 2.78 | NA | … | … | 0.63 | 1.83 | 7.88 | -10.55 | 2.32 | 4.28 | 7.91 | 0.50 | 5.26 | 0.59 | 3.16 | 9.67 | -4.34 | 7.64 | 9.85 | 2.37 | 13.89 | -12.47 |
| Sharpe Ratio | NA | -0.21 | 0.41 | -0.26 | 0.13 | NA | NA | … | … | -0.33 | -1.18 | 0.70 | -2.19 | 1.21 | 0.47 | 3.18 | -0.42 | 2.10 | 0.16 | 1.55 | 4.98 | -1.34 | 3.28 | 3.26 | 0.74 | 3.72 | -1.77 |
| Standard Deviation(%) | NA | 6.51 | 5.36 | 4.79 | 4.55 | NA | NA | … | … | 6.70 | 4.05 | 5.18 | 5.47 | 1.90 | 8.62 | 2.05 | 1.92 | 2.21 | 2.40 | 2.02 | 1.94 | 3.27 | 2.34 | 3.01 | 3.10 | 3.71 | 7.90 |
| Draw Down(%) | NA | 7.35 | 7.85 | 16.78 | 16.78 | NA | NA | … | … | 6.46 | 3.07 | 7.85 | 16.17 | 2.23 | 12.79 | 1.70 | 1.91 | 1.51 | 5.11 | 2.03 | 0.95 | 8.14 | 1.86 | 3.16 | 5.63 | 3.13 | 16.82 |
| Yield(%) | 0.00 | 3.64 | 3.68 | 2.86 | 2.98 | 3.29 | 2.77 | … | … | 2.75 | 3.43 | 3.29 | 2.53 | 2.30 | 2.58 | 2.91 | 3.04 | 3.29 | 3.54 | 3.67 | 4.07 | 3.78 | 4.09 | 4.50 | 4.11 | 3.24 | 0.00 |
Data as of 10/24/2025, 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 |
|---|---|---|---|---|
| PNYYX (Putnam New York Tax Exempt Incm Fd Y Shs) |
-3.26%
Oct 2019 – Oct 2022 |
-0.37%
Oct 2017 – Oct 2022 |
1.14%
Oct 2012 – Oct 2022 |
2.49%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNYYX (Putnam New York Tax Exempt Incm Fd Y Shs) |
8.60%
Dec 2008 – Dec 2011 |
5.69%
Nov 2008 – Nov 2013 |
4.73%
Dec 2008 – Dec 2018 |
3.86%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart