Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPNAX (PUTNAM AMT-FREE MUNICIPAL FUND CLASS A SHARES) | 1.59% | 6.79% | 4.16% | 1.16% | 2.03% | 3.09% | 3.39% | … | … |
Data as of 06/03/2026, Common starting date is 10/15/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPNAX (PUTNAM AMT-FREE MUNICIPAL FUND CLASS A SHARES) | 10/15/1993 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 6.79 | 4.16 | 1.16 | 2.03 | 3.09 | 3.39 | … | … | 1.59 | 4.71 | 1.95 | 6.53 | -7.19 | 0.48 | 1.69 | 8.13 | 0.48 | 5.79 | -0.19 | 2.64 | 10.10 | -3.56 | 8.07 | 10.41 | 1.86 | 11.88 | -2.78 | 3.77 | 4.55 | 3.52 | 3.14 | 4.38 | 8.50 | 3.65 | 12.62 | -4.06 | 4.89 | 8.34 | 3.40 | 17.68 | -5.79 | -0.56 |
| Sharpe Ratio | NA | 1.64 | 0.35 | -0.42 | 0.11 | NA | NA | … | … | 0.37 | 0.46 | -0.60 | 0.89 | -2.57 | 0.20 | 0.16 | 3.55 | -0.51 | 2.44 | -0.19 | 1.47 | 5.47 | -1.14 | 3.64 | 3.81 | 0.57 | 3.29 | -0.52 | 0.30 | 0.61 | 0.57 | 0.63 | 1.03 | 1.58 | 0.42 | 3.39 | -2.67 | 0.53 | 1.51 | -0.05 | 2.94 | -1.63 | -1.10 |
| Standard Deviation(%) | NA | 2.44 | 3.37 | 3.26 | 3.83 | NA | NA | … | … | 2.96 | 3.96 | 2.78 | 3.28 | 3.36 | 2.22 | 8.81 | 1.88 | 1.77 | 2.11 | 2.19 | 1.77 | 1.84 | 3.16 | 2.22 | 2.72 | 3.10 | 3.58 | 7.15 | 2.09 | 1.88 | 2.22 | 3.45 | 3.54 | 4.67 | 2.85 | 2.48 | 2.78 | 2.67 | 3.09 | 5.43 | 4.65 | 5.44 | 4.42 |
| Draw Down(%) | NA | 2.78 | 4.30 | 13.10 | 13.10 | NA | NA | … | … | 2.78 | 4.01 | 2.05 | 4.77 | 11.22 | 2.29 | 12.47 | 1.66 | 1.97 | 1.37 | 5.41 | 2.06 | 0.98 | 7.72 | 1.75 | 2.80 | 6.00 | 2.97 | 12.27 | 1.85 | 1.27 | 2.31 | 5.77 | 5.63 | 4.02 | 4.29 | 2.95 | 6.56 | 2.09 | 2.76 | 5.74 | 3.45 | 11.14 | 2.99 |
| Yield(%) | 0.00 | 3.28 | 3.13 | 2.38 | 2.76 | 3.27 | 3.53 | … | … | 1.16 | 3.38 | 3.05 | 2.74 | 1.70 | 1.48 | 2.13 | 4.85 | 3.86 | 3.16 | 3.20 | 3.61 | 3.88 | 3.55 | 3.81 | 4.42 | 4.12 | 4.91 | 4.34 | 4.60 | 4.69 | 4.89 | 3.61 | 5.21 | 5.61 | 4.59 | 5.16 | 4.75 | 5.48 | 5.46 | 6.03 | 5.74 | 5.35 | 1.32 |
Data as of 06/03/2026, Common starting date is 10/15/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPNAX (PUTNAM AMT-FREE MUNICIPAL FUND CLASS A SHARES) |
-2.83%
Oct 2019 – Oct 2022 |
-0.02%
Oct 2017 – Oct 2022 |
1.36%
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 |
|---|---|---|---|---|
| PPNAX (PUTNAM AMT-FREE MUNICIPAL FUND CLASS A SHARES) |
9.98%
Nov 1994 – Nov 1997 |
6.80%
Feb 2008 – Feb 2013 |
6.26%
Nov 1994 – Nov 2004 |
5.57%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart
