Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSMEX (Putnam Short-Term Muni Income Fd Cl A) | NA | 4.04% | 4.03% | 1.79% | 1.56% | NA | NA | … | … |
Data as of 10/24/2025, Common starting date is 03/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSMEX (Putnam Short-Term Muni Income Fd Cl A) | 03/19/2013 | 10/24/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.04 | 4.03 | 1.79 | 1.56 | NA | NA | … | … | 3.18 | 2.87 | 3.90 | -2.42 | 0.67 | 2.12 | 2.77 | 1.21 | 1.63 | -0.28 | 0.24 | 0.53 | 0.33 |
| Sharpe Ratio | NA | 0.43 | 0.32 | -0.33 | 0.03 | NA | NA | … | … | 0.52 | -0.50 | 0.16 | -2.40 | 1.04 | 0.79 | 1.57 | -0.24 | 1.28 | -0.66 | 0.35 | 1.13 | 0.58 |
| Standard Deviation(%) | NA | 1.82 | 1.61 | 1.45 | 1.36 | NA | NA | … | … | 1.82 | 1.51 | 1.57 | 1.61 | 0.62 | 2.36 | 0.83 | 0.71 | 0.76 | 0.76 | 0.60 | 0.45 | 0.67 |
| Draw Down(%) | NA | 1.51 | 1.51 | 4.55 | 4.55 | NA | NA | … | … | 1.51 | 0.81 | 1.32 | 4.31 | 0.51 | 3.65 | 0.40 | 0.30 | 0.64 | 1.35 | 0.45 | 0.22 | 0.78 |
| Yield(%) | 0.00 | 3.13 | 2.91 | 2.08 | 1.61 | 1.14 | 0.86 | … | … | 2.35 | 3.11 | 2.59 | 1.13 | 1.06 | 1.31 | 1.65 | 1.30 | 1.02 | 0.52 | 0.54 | 0.43 | 0.23 |
Data as of 10/24/2025, Common starting date is 03/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSMEX (Putnam Short-Term Muni Income Fd Cl A) |
-0.38%
Oct 2019 – Oct 2022 |
0.41%
Apr 2013 – Apr 2018 |
0.73%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSMEX (Putnam Short-Term Muni Income Fd Cl A) |
3.93%
Sep 2022 – Sep 2025 |
1.76%
Apr 2020 – Apr 2025 |
1.56%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart