Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTBEX (PUTNAM TAX EXEMPT INCOME FUND CLASS B SHARES) | NA | 0.00% | 4.06% | -0.19% | 1.43% | 2.10% | 2.52% | … | … |
Data as of 09/23/2025, Common starting date is 01/27/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTBEX (PUTNAM TAX EXEMPT INCOME FUND CLASS B SHARES) | 01/27/1993 | 09/23/2025 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 4.06 | -0.19 | 1.43 | 2.10 | 2.52 | … | … | 0.00 | 2.39 | 6.69 | -11.13 | -0.38 | 3.94 | 7.40 | 0.06 | 5.22 | -0.26 | 1.99 | 9.26 | -4.69 | 8.10 | 10.10 | 1.51 | 17.71 | -10.07 | 2.46 | 4.04 | 3.14 | 4.33 | 4.87 | 6.43 | 3.74 | 9.67 | -4.29 | 4.00 | 8.90 | 2.36 | 16.94 | -8.57 | 10.33 |
| Sharpe Ratio | NA | 0.00 | 0.17 | -0.65 | -0.01 | NA | NA | … | … | 0.00 | -1.50 | 0.51 | -2.44 | -0.16 | 0.42 | 3.10 | -0.70 | 2.15 | -0.21 | 1.07 | 4.99 | -1.54 | 3.81 | 0.65 | 0.46 | 5.28 | -1.60 | -0.28 | 0.46 | 0.48 | 1.14 | 1.27 | 1.67 | 0.49 | 2.25 | -2.94 | 0.29 | 1.83 | -0.23 | 2.68 | -1.99 | 2.29 |
| Standard Deviation(%) | NA | 0.29 | 3.69 | 3.62 | 3.97 | NA | NA | … | … | NA | 2.80 | 4.86 | 5.15 | 2.54 | 8.69 | 1.93 | 1.81 | 2.14 | 2.18 | 1.83 | 1.85 | 3.07 | 2.13 | 15.53 | 3.08 | 3.34 | 6.84 | 1.91 | 1.67 | 2.02 | 2.97 | 3.29 | 3.19 | 2.92 | 2.48 | 2.56 | 2.36 | 2.93 | 4.98 | 4.88 | 5.80 | 3.95 |
| Draw Down(%) | NA | 0.00 | 7.77 | 18.97 | 18.97 | NA | NA | … | … | 0.00 | 1.96 | 7.77 | 16.58 | 2.98 | 12.99 | 1.57 | 2.07 | 1.26 | 5.28 | 2.34 | 0.87 | 8.00 | 1.63 | 10.78 | 6.18 | 2.75 | 14.63 | 1.60 | 1.02 | 1.91 | 4.80 | 4.55 | 3.83 | 3.44 | 2.86 | 6.45 | 1.78 | 1.94 | 5.91 | 4.09 | 14.01 | 3.30 |
| Yield(%) | 0.00 | 0.00 | 1.77 | 1.52 | 2.26 | 2.65 | 2.92 | … | … | 0.00 | 1.71 | 2.59 | 1.76 | 1.44 | 1.68 | 4.37 | 2.80 | 2.80 | 3.00 | 3.08 | 3.53 | 3.19 | 3.41 | 4.02 | 3.61 | 4.90 | 4.07 | 4.10 | 4.05 | 4.09 | 4.11 | 4.08 | 4.23 | 4.86 | 5.22 | 4.54 | 4.56 | 4.74 | 4.73 | 5.50 | 5.08 | 5.42 |
Data as of 09/23/2025, Common starting date is 01/27/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTBEX (PUTNAM TAX EXEMPT INCOME FUND CLASS B SHARES) |
-4.43%
Oct 2019 – Oct 2022 |
-1.21%
Oct 2017 – Oct 2022 |
0.44%
Oct 2012 – Oct 2022 |
1.96%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTBEX (PUTNAM TAX EXEMPT INCOME FUND CLASS B SHARES) |
9.70%
Nov 1994 – Nov 1997 |
6.27%
Dec 2008 – Dec 2013 |
5.73%
Nov 1994 – Nov 2004 |
4.89%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart