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
PSMMX (Putnam Short-Term Muni Income Fd Cl M) NA 3.15% 1.72% 1.00% NA NA NA
Data as of 11/25/2019, Common starting date is 03/19/2013
More Performance Analytics Comparison
Name Start Date End Date
PSMMX (Putnam Short-Term Muni Income Fd Cl M) 03/19/2013 11/25/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 0.00 3.15 1.72 1.00 NA NA NA 2.06 0.77 1.45 -0.35 0.22 0.50 0.29
Sharpe Ratio NA 1.83 0.66 0.31 NA NA NA 1.21 -0.81 1.10 -0.75 0.29 0.89 0.50
Standard Deviation(%) NA 0.69 0.73 0.72 NA NA NA 0.68 0.70 0.75 0.75 0.65 0.54 0.68
Draw Down(%) NA 0.49 0.57 1.27 NA NA NA 0.49 0.50 0.56 1.27 0.45 0.22 0.78
Yield(%) 0.00 1.62 1.22 0.92 0.51 0.34 0.26 1.35 1.26 0.95 0.45 0.52 0.40 0.19
Data as of 11/25/2019, 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
PSMMX (Putnam Short-Term Muni Income Fd Cl M) 0.08%
Nov 2013 – Nov 2016
0.34%
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
PSMMX (Putnam Short-Term Muni Income Fd Cl M) 1.49%
Oct 2016 – Oct 2019
1.01%
Aug 2014 – Aug 2019
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return