Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPNBX (PUTNAM PENNSYLVANIA TAX EXEMPT INCOME FUND CLASS B SHARES) | NA | 4.04% | 1.63% | 0.73% | 1.39% | 2.18% | 2.48% | … | … |
Data as of 04/17/2025, Common starting date is 08/26/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPNBX (PUTNAM PENNSYLVANIA TAX EXEMPT INCOME FUND CLASS B SHARES) | 08/26/1993 | 04/17/2025 |
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.04 | 1.63 | 0.73 | 1.39 | 2.18 | 2.48 | … | … | 0.00 | 2.59 | 5.44 | -10.57 | 1.55 | 4.56 | 6.53 | -0.10 | 4.13 | -0.24 | 1.98 | 8.74 | -5.25 | 6.58 | 8.90 | 1.13 | 14.84 | -6.34 | 2.53 | 3.70 | 2.90 | 4.07 | 4.54 | 7.53 | 4.97 | 9.15 | -4.82 | 3.07 | 8.02 | 3.06 | 16.10 | -5.70 | 2.45 |
| Sharpe Ratio | NA | -1.14 | -0.70 | -0.56 | -0.08 | NA | NA | … | … | 0.00 | -1.52 | 0.26 | -2.55 | 0.90 | 0.57 | 2.01 | -0.85 | 1.78 | -0.22 | 1.09 | 4.76 | -1.83 | 3.02 | 3.26 | 0.36 | 4.72 | -1.07 | -0.24 | 0.24 | 0.38 | 1.01 | 1.15 | 2.28 | 0.96 | 2.18 | -3.09 | -0.11 | 1.76 | -0.09 | 2.92 | -1.69 | 1.49 |
| Standard Deviation(%) | NA | 2.04 | 3.96 | 3.35 | 3.62 | NA | NA | … | … | NA | 2.64 | 4.58 | 4.70 | 1.69 | 7.63 | 2.54 | 1.67 | 1.98 | 2.03 | 1.80 | 1.83 | 2.89 | 2.18 | 2.72 | 2.88 | 3.12 | 6.78 | 1.96 | 1.77 | 1.92 | 3.09 | 3.36 | 2.82 | 2.81 | 2.33 | 2.60 | 2.29 | 2.55 | 4.92 | 4.20 | 5.13 | 3.43 |
| Draw Down(%) | NA | 1.63 | 9.06 | 16.44 | 16.44 | NA | NA | … | … | 0.00 | 2.04 | 8.13 | 15.72 | 1.97 | 10.88 | 1.57 | 2.15 | 1.31 | 4.84 | 2.14 | 1.17 | 8.28 | 1.55 | 2.74 | 5.83 | 1.97 | 12.16 | 1.71 | 1.20 | 1.94 | 5.09 | 4.63 | 3.26 | 3.28 | 2.91 | 6.28 | 1.64 | 2.05 | 5.04 | 2.77 | 10.45 | 2.41 |
| Yield(%) | 0.00 | 1.06 | 1.70 | 1.60 | 1.94 | 2.39 | 2.65 | … | … | 0.00 | 1.62 | 2.23 | 1.60 | 1.44 | 1.70 | 2.09 | 2.30 | 2.41 | 2.53 | 2.60 | 2.95 | 2.91 | 3.05 | 3.58 | 3.53 | 4.42 | 3.73 | 3.45 | 3.40 | 3.51 | 3.64 | 3.91 | 3.99 | 4.67 | 5.00 | 4.39 | 5.22 | 5.11 | 5.45 | 5.39 | 4.85 | 2.12 |
Data as of 04/17/2025, Common starting date is 08/26/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPNBX (PUTNAM PENNSYLVANIA TAX EXEMPT INCOME FUND CLASS B SHARES) |
-4.00%
Oct 2020 – Oct 2023 |
-0.72%
Oct 2017 – Oct 2022 |
0.47%
Oct 2012 – Oct 2022 |
1.92%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPNBX (PUTNAM PENNSYLVANIA TAX EXEMPT INCOME FUND CLASS B SHARES) |
9.29%
Nov 1994 – Nov 1997 |
6.48%
Jan 2000 – Jan 2005 |
5.57%
Nov 1994 – Nov 2004 |
4.86%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart