Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
POOCX (Putnam Ohio Tax Exempt Incm Fd C Share) NA 2.53% 3.83% -0.12% 1.09% 1.70% NA
Data as of 11/13/2025, Common starting date is 10/10/2006
More Performance Analytics Comparison
Name Start Date End Date
POOCX (Putnam Ohio Tax Exempt Incm Fd C Share) 10/10/2006 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 (%) 0.00 2.53 3.83 -0.12 1.09 1.70 NA 1.37 0.91 5.00 -9.85 0.18 3.48 5.74 -0.52 3.49 -0.54 1.68 7.42 -4.49 5.66 8.74 -0.20 10.01 -6.99 2.03 0.96
Sharpe Ratio NA -0.32 -0.01 -0.67 -0.15 NA NA -0.25 -1.70 0.18 -2.57 0.09 0.44 2.45 -1.18 1.39 -0.33 0.89 4.03 -1.54 2.64 3.23 -0.10 2.96 -1.21 -0.42 0.49
Standard Deviation(%) NA 5.31 4.34 3.94 3.84 NA NA 5.51 3.34 4.16 4.38 1.80 7.38 1.77 1.56 2.06 2.26 1.86 1.84 2.94 2.14 2.69 2.87 3.35 6.53 2.29 2.07
Draw Down(%) NA 6.24 7.28 15.77 15.77 NA NA 5.56 2.64 7.28 14.40 2.02 10.74 1.41 2.54 1.33 5.37 2.44 1.42 7.34 1.59 2.64 5.66 2.44 13.62 1.98 0.55
Yield(%) 0.00 2.33 2.20 1.67 1.77 2.11 1.99 1.96 2.10 1.97 1.33 1.36 1.47 1.85 1.58 2.00 2.14 2.42 2.68 2.57 2.77 3.06 2.99 1.55 1.09 2.97 0.74
Data as of 11/13/2025, Common starting date is 10/10/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
POOCX (Putnam Ohio Tax Exempt Incm Fd C Share) -4.07%
Oct 2020 – Oct 2023
-1.20%
Oct 2017 – Oct 2022
0.11%
Oct 2012 – Oct 2022
1.16%
Oct 2007 – Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
POOCX (Putnam Ohio Tax Exempt Incm Fd C Share) 6.08%
Dec 2008 – Dec 2011
4.09%
Jan 2011 – Jan 2016
3.14%
Jan 2011 – Jan 2021
2.31%
Nov 2006 – Nov 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return