Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPTRX (Putnam Pennsylvania Tax Exempt Income Fund Class R6) | NA | 3.44% | 5.42% | 1.26% | NA | NA | NA | … | … |
Data as of 11/10/2025, Common starting date is 05/29/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPTRX (Putnam Pennsylvania Tax Exempt Income Fund Class R6) | 05/29/2018 | 11/10/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 3.44 | 5.42 | 1.26 | NA | NA | NA | … | … | 3.33 | 2.76 | 6.37 | -9.73 | 2.47 | 5.45 | 7.44 | 1.16 |
| Sharpe Ratio | NA | 0.08 | 0.43 | -0.23 | NA | NA | NA | … | … | 0.17 | -0.23 | 0.58 | -2.35 | 1.40 | 0.68 | 3.02 | 0.27 |
| Standard Deviation(%) | NA | 5.44 | 4.67 | 4.23 | NA | NA | NA | … | … | 5.64 | 3.72 | 4.69 | 4.76 | 1.74 | 7.59 | 1.98 | 1.64 |
| Draw Down(%) | NA | 6.08 | 7.81 | 15.57 | NA | NA | NA | … | … | 5.61 | 2.67 | 7.81 | 15.09 | 1.97 | 10.84 | 1.49 | 1.55 |
| Yield(%) | 0.00 | 3.53 | 3.47 | 2.75 | 2.17 | 1.44 | 1.08 | … | … | 2.98 | 3.29 | 3.11 | 2.41 | 2.34 | 2.57 | 2.98 | 2.02 |
Data as of 11/10/2025, Common starting date is 05/29/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPTRX (Putnam Pennsylvania Tax Exempt Income Fund Class R6) |
-3.12%
Oct 2020 – Oct 2023 |
0.18%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPTRX (Putnam Pennsylvania Tax Exempt Income Fund Class R6) |
6.07%
Oct 2022 – Oct 2025 |
2.20%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart