Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTAZX (PUTNAM ARIZONA TAX EXEMPT INCOME FUND CLASS A SHARES) | NA | -2.10% | 2.16% | 1.94% | 3.70% | 3.65% | 3.96% | … | … |
Data as of 08/08/2017, Common starting date is 01/25/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTAZX (PUTNAM ARIZONA TAX EXEMPT INCOME FUND CLASS A SHARES) | 01/25/1991 | 08/08/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.64 | -2.10 | 2.16 | 1.94 | 3.70 | 3.65 | 3.96 | … | … | 1.45 | -0.09 | 2.43 | 9.42 | -4.31 | 7.41 | 9.44 | 2.10 | 15.48 | -6.48 | 2.19 | 3.93 | 3.26 | 3.23 | 5.09 | 6.38 | 4.81 | 10.24 | -3.11 | 4.88 | 7.89 | 3.06 | 17.11 | -6.72 | 11.73 | 8.39 | 10.58 |
| Sharpe Ratio | NA | -0.92 | 0.88 | 0.75 | 0.81 | NA | NA | … | … | 0.66 | -0.13 | 1.29 | 4.64 | -1.41 | 3.15 | 1.13 | 0.66 | 4.53 | -1.02 | -0.44 | 0.38 | 0.54 | 0.70 | 1.30 | 1.89 | 1.03 | 2.70 | -2.53 | 0.76 | -18.04 | -0.09 | 2.86 | -1.86 | 2.94 | 2.01 | 2.71 |
| Standard Deviation(%) | NA | 2.73 | 2.25 | 2.42 | 4.21 | NA | NA | … | … | 2.86 | 2.25 | 1.87 | 2.03 | 3.08 | 2.36 | 8.30 | 3.04 | 3.39 | 7.20 | 1.90 | 1.65 | 2.03 | 3.25 | 3.38 | 2.79 | 2.46 | 2.30 | 2.50 | 2.05 | 2.61 | 4.90 | 4.64 | 5.20 | 3.27 | 2.97 | 2.84 |
| Draw Down(%) | NA | 4.79 | 5.07 | 7.54 | 13.37 | NA | NA | … | … | 1.76 | 5.07 | 2.19 | 1.23 | 7.54 | 1.76 | 5.40 | 5.60 | 2.31 | 13.37 | 1.57 | 0.93 | 1.93 | 5.24 | 4.82 | 3.30 | 3.60 | 2.58 | 4.74 | 1.32 | 2.32 | 5.41 | 3.54 | 11.91 | 2.61 | 2.90 | 1.51 |
| Yield(%) | 0.00 | 2.48 | 2.89 | 3.06 | 3.69 | 3.72 | 3.96 | … | … | 1.45 | 2.78 | 3.02 | 3.59 | 3.53 | 3.73 | 4.27 | 3.93 | 4.56 | 4.09 | 4.52 | 3.93 | 4.38 | 3.79 | 3.80 | 2.95 | 4.93 | 5.41 | 4.91 | 4.54 | 5.02 | 2.94 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/08/2017, Common starting date is 01/25/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTAZX (PUTNAM ARIZONA TAX EXEMPT INCOME FUND CLASS A SHARES) |
-0.23%
Dec 2005 – Dec 2008 |
1.15%
Dec 2003 – Dec 2008 |
2.83%
Nov 1998 – Nov 2008 |
3.55%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTAZX (PUTNAM ARIZONA TAX EXEMPT INCOME FUND CLASS A SHARES) |
9.95%
Feb 1991 – Feb 1994 |
7.87%
Feb 1991 – Feb 1996 |
6.38%
Mar 1991 – Mar 2001 |
5.71%
Feb 1991 – Feb 2006 |
Annualized Rolling Returns Comparison Chart