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
PSMYX (Putnam Short-Term Muni Income Fd Cl Y) NA 4.30% 4.26% 2.03% 1.81% NA NA
Data as of 10/24/2025, Common starting date is 03/19/2013
More Performance Analytics Comparison
Name Start Date End Date
PSMYX (Putnam Short-Term Muni Income Fd Cl Y) 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 4.30 4.26 2.03 1.81 NA NA 2.07 3.12 4.15 -2.15 0.92 2.40 3.04 1.54 1.77 -0.05 0.50 0.77 0.53
Sharpe Ratio NA -0.09 0.20 -0.32 0.11 NA NA -0.24 -0.31 0.31 -2.20 1.16 0.90 1.97 0.20 1.38 -0.34 0.68 1.41 0.95
Standard Deviation(%) NA 1.86 1.66 1.51 1.40 NA NA 1.80 1.62 1.64 1.64 0.76 2.38 0.80 0.78 0.81 0.79 0.69 0.54 0.68
Draw Down(%) NA 1.52 1.52 4.24 4.24 NA NA 1.52 0.81 1.42 4.10 0.50 3.65 0.40 0.40 0.50 1.20 0.43 0.20 0.75
Yield(%) 0.00 3.39 3.17 2.32 1.85 1.35 1.01 2.54 3.36 2.84 1.39 1.30 1.59 1.92 1.52 1.26 0.75 0.80 0.67 0.43
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
PSMYX (Putnam Short-Term Muni Income Fd Cl Y) -0.15%
Oct 2019 – Oct 2022
0.63%
Apr 2013 – Apr 2018
0.98%
May 2013 – May 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSMYX (Putnam Short-Term Muni Income Fd Cl Y) 4.18%
Sep 2022 – Sep 2025
2.02%
Apr 2020 – Apr 2025
1.81%
Sep 2015 – Sep 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return