Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POTYX (Putnam Ohio Tax Exempt Incm Fd Y Shs) | NA | 3.57% | 4.88% | 0.92% | 2.15% | 2.74% | NA | … | … |
Data as of 11/13/2025, Common starting date is 01/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POTYX (Putnam Ohio Tax Exempt 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 (%) | 0.12 | 3.57 | 4.88 | 0.92 | 2.15 | 2.74 | NA | … | … | 1.84 | 1.94 | 6.04 | -8.89 | 1.17 | 4.50 | 6.79 | 0.79 | 4.57 | 0.45 | 2.69 | 8.48 | -3.45 | 6.60 | 9.68 | 0.70 | 12.99 | -9.31 |
| Sharpe Ratio | NA | -0.22 | 0.20 | -0.42 | 0.12 | NA | NA | … | … | -0.15 | -1.38 | 0.42 | -2.34 | 0.64 | 0.57 | 2.99 | -0.30 | 1.88 | 0.11 | 1.37 | 4.16 | -1.15 | 0.89 | 3.43 | 0.20 | 3.95 | -1.60 |
| Standard Deviation(%) | NA | 5.36 | 4.41 | 3.99 | 3.90 | NA | NA | … | … | 5.53 | 3.38 | 4.31 | 4.42 | 1.81 | 7.50 | 1.80 | 1.75 | 2.11 | 2.26 | 1.94 | 2.04 | 3.02 | 7.45 | 2.81 | 2.98 | 3.27 | 6.64 |
| Draw Down(%) | NA | 5.91 | 6.90 | 14.84 | 14.84 | NA | NA | … | … | 5.57 | 2.56 | 6.90 | 13.72 | 1.91 | 10.83 | 1.51 | 1.72 | 1.33 | 4.97 | 2.22 | 1.33 | 7.12 | 6.00 | 2.53 | 5.54 | 2.39 | 14.55 |
| Yield(%) | 0.00 | 3.31 | 3.24 | 2.60 | 2.78 | 3.11 | 2.66 | … | … | 2.78 | 3.09 | 2.98 | 2.28 | 2.34 | 2.46 | 2.86 | 2.86 | 3.05 | 3.13 | 3.39 | 3.70 | 3.50 | 3.78 | 3.95 | 3.89 | 4.23 | 0.70 |
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 |
|---|---|---|---|---|
| POTYX (Putnam Ohio Tax Exempt Incm Fd Y Shs) |
-3.05%
Oct 2020 – Oct 2023 |
-0.13%
Oct 2017 – Oct 2022 |
1.14%
Oct 2012 – Oct 2022 |
2.29%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POTYX (Putnam Ohio Tax Exempt Incm Fd Y Shs) |
7.66%
Dec 2008 – Dec 2011 |
5.46%
Oct 2008 – Oct 2013 |
4.24%
Dec 2008 – Dec 2018 |
3.40%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart