Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PSMFX (Putnam Short-Term Muni Income Fd Cl B) NA 0.19% 1.63% 1.42% NA NA NA
Data as of 01/28/2022, Common starting date is 03/19/2013
More Performance Analytics Comparison
Name Start Date End Date
PSMFX (Putnam Short-Term Muni Income Fd Cl B) 03/19/2013 01/28/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 0.00 0.19 1.63 1.42 NA NA NA -0.68 -0.20 1.72 1.99 0.65 1.29 -0.47 0.04 0.36 0.18
Sharpe Ratio NA -0.56 0.57 0.44 NA NA NA -3.52 -0.27 0.62 0.79 -0.97 0.87 -0.91 0.02 0.70 0.31
Standard Deviation(%) NA 0.93 1.54 1.29 NA NA NA 2.47 0.82 2.39 0.74 0.70 0.76 0.74 0.62 0.49 0.66
Draw Down(%) NA 1.00 3.65 3.65 NA NA NA 0.68 0.88 3.65 0.49 0.50 0.58 1.30 0.50 0.24 0.79
Yield(%) 0.00 0.87 1.17 1.08 0.64 0.42 0.32 0.00 0.87 1.11 1.48 1.11 0.79 0.33 0.34 0.26 0.08
Data as of 01/28/2022, 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
PSMFX (Putnam Short-Term Muni Income Fd Cl B) -0.07%
Nov 2013 – Nov 2016
0.19%
Apr 2013 – Apr 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSMFX (Putnam Short-Term Muni Income Fd Cl B) 2.06%
Apr 2018 – Apr 2021
1.51%
Nov 2016 – Nov 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return