Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PTAEX (PUTNAM TAX EXEMPT INCOME FUND CLASS A SHARES) | -2.26% | -1.05% | 3.02% | 0.15% | 1.81% | 2.79% | 2.89% | 5.80% |
Data as of 06/20/2025, AR inception is 01/30/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTAEX (PUTNAM TAX EXEMPT INCOME FUND CLASS A SHARES) | 01/30/1980 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | -1.05 | 3.02 | 0.15 | 1.81 | 2.79 | 2.89 | 5.80 | -2.26 | 2.05 | 7.35 | -10.55 | 0.25 | 4.49 | 8.08 | 0.70 | 5.90 | 0.39 | 2.67 | 9.92 | -4.11 | 8.79 | 10.77 | 2.10 | 17.70 | -9.96 | 2.37 | 4.09 | 3.15 | 4.56 | 5.28 | 7.03 | 4.41 | 10.38 | -3.67 | 4.67 | 9.63 | 3.04 | 17.51 | -7.89 | 11.75 | 8.98 | 10.79 | 4.69 | 10.34 | 12.96 | -1.20 | 19.46 | 23.69 | 4.52 | 13.13 | 52.97 | -4.71 | -5.37 |
| Sharpe Ratio | NA | -0.70 | -0.07 | -0.41 | 0.09 | NA | NA | 0.50 | -1.02 | -1.15 | 0.62 | -2.33 | 0.09 | 0.49 | 3.47 | -0.34 | 2.40 | 0.08 | 1.40 | 5.15 | -1.33 | 3.90 | 0.69 | 0.64 | 5.17 | -1.59 | -0.31 | 0.49 | 0.51 | 1.20 | 1.38 | 1.82 | 0.73 | 2.51 | -2.64 | 0.56 | 2.04 | -0.09 | 2.78 | -1.86 | 2.45 | 1.69 | 1.81 | -0.12 | 1.30 | 1.78 | -0.57 | 2.89 | 4.25 | -0.27 | 1.17 | 4.57 | -1.07 | -1.08 |
| Standard Deviation(%) | NA | 6.11 | 5.24 | 4.54 | 4.43 | NA | NA | 5.70 | 7.73 | 3.95 | 5.03 | 5.15 | 2.51 | 8.64 | 1.92 | 1.82 | 2.21 | 2.40 | 1.89 | 1.92 | 3.11 | 2.26 | 15.55 | 3.16 | 3.41 | 6.82 | 1.99 | 1.68 | 1.93 | 3.02 | 3.32 | 3.26 | 2.92 | 2.51 | 2.61 | 2.44 | 2.98 | 5.16 | 4.93 | 5.83 | 3.94 | 3.87 | 3.87 | 4.75 | 3.55 | 4.63 | 9.16 | 5.28 | 4.34 | 8.11 | 6.01 | 9.90 | 13.75 | 12.83 |
| Draw Down(%) | NA | 6.64 | 9.18 | 18.37 | 18.37 | NA | NA | 18.37 | 6.24 | 2.86 | 7.60 | 16.28 | 2.78 | 12.99 | 1.57 | 1.91 | 1.38 | 5.13 | 2.12 | 0.92 | 7.81 | 1.73 | 10.74 | 6.07 | 2.76 | 14.63 | 1.62 | 1.07 | 1.91 | 4.85 | 4.54 | 3.83 | 3.39 | 2.82 | 5.94 | 1.61 | 1.84 | 5.87 | 4.10 | 13.60 | 3.26 | 4.77 | 2.01 | 5.62 | 3.18 | 3.69 | 15.81 | 4.81 | 1.97 | 7.38 | 5.53 | 4.04 | 10.27 | 11.55 |
| Yield(%) | 0.00 | 2.96 | 3.11 | 2.52 | 3.10 | 3.53 | 3.51 | 6.50 | 1.09 | 3.18 | 3.20 | 2.34 | 2.08 | 2.32 | 5.03 | 3.43 | 3.45 | 3.65 | 3.74 | 4.16 | 3.78 | 4.07 | 4.65 | 4.21 | 4.89 | 4.07 | 4.13 | 4.10 | 4.11 | 4.22 | 4.47 | 4.91 | 5.50 | 5.88 | 5.17 | 5.21 | 5.43 | 5.37 | 6.14 | 5.65 | 6.09 | 6.80 | 6.93 | 6.52 | 6.96 | 7.40 | 6.91 | 8.18 | 9.57 | 8.70 | 8.85 | 12.16 | 9.85 | 7.49 |
Data as of 06/20/2025, AR inception is 01/30/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTAEX (PUTNAM TAX EXEMPT INCOME FUND CLASS A SHARES) |
-3.82%
Oct 2019 - Oct 2022 |
-0.60%
Oct 2017 - Oct 2022 |
1.07%
Oct 2012 - Oct 2022 |
2.51%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTAEX (PUTNAM TAX EXEMPT INCOME FUND CLASS A SHARES) |
22.21%
Jan 1982 - Jan 1985 |
21.73%
Dec 1981 - Dec 1986 |
14.33%
Dec 1981 - Dec 1991 |
11.60%
Dec 1981 - Dec 1996 |
Annualized Rolling Returns Comparison Chart