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
PPMTX (Putnam AMT-Free Municipal Cl M) NA 8.78% 4.19% 3.03% NA NA NA
Data as of 11/25/2019, Common starting date is 08/02/2011
More Performance Analytics Comparison
Name Start Date End Date
PPMTX (Putnam AMT-Free Municipal Cl M) 08/02/2011 11/25/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) 0.26 8.78 4.19 3.03 NA NA NA 7.07 0.06 5.42 -0.61 2.37 9.79 -3.82 7.83 4.18
Sharpe Ratio NA 3.81 1.57 1.20 NA NA NA 3.33 -0.76 2.25 -0.38 1.36 5.55 -1.24 3.57 3.89
Standard Deviation(%) NA 1.92 1.98 1.94 NA NA NA 1.92 1.68 2.14 2.16 1.72 1.76 3.11 2.20 2.65
Draw Down(%) NA 1.66 2.31 5.78 NA NA NA 1.66 2.12 1.30 5.78 2.14 1.00 7.85 1.75 1.34
Yield(%) 0.00 3.54 2.93 2.92 2.70 1.80 1.35 2.00 3.37 2.87 2.70 3.34 3.60 3.27 3.52 1.65
Data as of 11/25/2019, Common starting date is 08/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PPMTX (Putnam AMT-Free Municipal Cl M) 1.21%
Oct 2015 – Oct 2018
1.93%
Apr 2013 – Apr 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PPMTX (Putnam AMT-Free Municipal Cl M) 6.23%
Aug 2013 – Aug 2016
4.22%
Sep 2011 – Sep 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return