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
PSMTX (Putnam Short-Term Muni Income Fd Cl C) NA 3.17% 3.22% 0.98% 0.82% NA NA
Data as of 10/24/2025, Common starting date is 03/19/2013
More Performance Analytics Comparison
Name Start Date End Date
PSMTX (Putnam Short-Term Muni Income Fd Cl C) 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 (%) -0.10 3.17 3.22 0.98 0.82 NA NA 2.47 2.19 3.00 -3.11 -0.06 1.23 2.04 0.62 0.77 -0.80 -0.19 0.00 0.10
Sharpe Ratio NA -0.01 -0.17 -0.92 -0.54 NA NA 0.04 -1.06 -0.44 -2.94 -0.14 0.42 0.85 -1.37 0.14 -1.46 -0.32 -0.03 0.14
Standard Deviation(%) NA 1.83 1.55 1.40 1.32 NA NA 1.85 1.36 1.52 1.55 0.64 2.36 0.67 0.56 0.76 0.69 0.69 0.53 0.69
Draw Down(%) NA 1.52 1.52 5.28 5.28 NA NA 1.52 0.81 1.33 4.81 0.67 3.65 0.50 0.43 0.77 1.49 0.69 0.30 0.80
Yield(%) 0.00 2.40 2.15 1.41 0.94 0.62 0.47 1.80 2.36 1.84 0.56 0.53 0.58 0.93 0.62 0.26 0.00 0.01 0.00 0.00
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
PSMTX (Putnam Short-Term Muni Income Fd Cl C) -1.17%
Oct 2019 – Oct 2022
-0.27%
Oct 2017 – Oct 2022
0.08%
May 2013 – May 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSMTX (Putnam Short-Term Muni Income Fd Cl C) 3.15%
Sep 2022 – Sep 2025
0.98%
Apr 2020 – Apr 2025
0.82%
Sep 2015 – Sep 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return