Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPTYX (Putnam Pnnsylvn Tx Exmpt Incm Fd Y Sh) | NA | 3.29% | 5.30% | 1.19% | 2.46% | 3.02% | NA | … | … |
Data as of 11/13/2025, Common starting date is 01/18/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPTYX (Putnam Pnnsylvn Tx Exmpt Incm Fd Y Sh) | 01/18/2008 | 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 (%) | 0.00 | 3.29 | 5.30 | 1.19 | 2.46 | 3.02 | NA | … | … | 1.40 | 2.85 | 6.33 | -9.83 | 2.43 | 5.42 | 7.41 | 0.78 | 5.02 | 0.58 | 2.86 | 9.65 | -4.33 | 7.47 | 9.78 | 1.53 | 15.24 | -10.52 |
| Sharpe Ratio | NA | -0.30 | 0.27 | -0.34 | 0.18 | NA | NA | … | … | -0.24 | -1.02 | 0.45 | -2.35 | 1.40 | 0.68 | 2.94 | -0.30 | 2.18 | 0.17 | 1.48 | 5.23 | -1.46 | 3.28 | 3.43 | 0.48 | 4.34 | -1.78 |
| Standard Deviation(%) | NA | 5.32 | 4.61 | 4.20 | 4.04 | NA | NA | … | … | 5.47 | 3.68 | 4.69 | 4.80 | 1.72 | 7.65 | 2.04 | 1.77 | 2.02 | 2.14 | 1.92 | 1.84 | 2.98 | 2.28 | 2.85 | 3.00 | 3.49 | 6.69 |
| Draw Down(%) | NA | 5.98 | 7.82 | 15.50 | 15.50 | NA | NA | … | … | 5.50 | 2.67 | 7.82 | 15.09 | 1.97 | 10.84 | 1.49 | 1.72 | 1.31 | 4.60 | 1.91 | 0.98 | 8.00 | 1.55 | 2.73 | 5.69 | 1.99 | 14.43 |
| Yield(%) | 0.00 | 3.51 | 3.43 | 2.73 | 2.94 | 3.29 | 2.83 | … | … | 2.96 | 3.27 | 3.07 | 2.41 | 2.30 | 2.55 | 2.95 | 3.14 | 3.27 | 3.34 | 3.45 | 3.83 | 3.71 | 3.91 | 4.42 | 3.93 | 4.74 | 0.70 |
Data as of 11/13/2025, Common starting date is 01/18/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPTYX (Putnam Pnnsylvn Tx Exmpt Incm Fd Y Sh) |
-3.15%
Oct 2020 – Oct 2023 |
0.12%
Oct 2017 – Oct 2022 |
1.33%
Oct 2012 – Oct 2022 |
2.57%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPTYX (Putnam Pnnsylvn Tx Exmpt Incm Fd Y Sh) |
8.70%
Dec 2008 – Dec 2011 |
5.72%
Dec 2008 – Dec 2013 |
4.72%
Dec 2008 – Dec 2018 |
3.85%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart