Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTECX (Putnam Tax Exempt Incm Fd C Share) | NA | 3.19% | 5.57% | 0.16% | 1.41% | 2.05% | 2.01% | … | … |
Data as of 10/24/2025, Common starting date is 07/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTECX (Putnam Tax Exempt Incm Fd C Share) | 07/26/1999 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | 3.19 | 5.57 | 0.16 | 1.41 | 2.05 | 2.01 | … | … | 1.36 | 1.58 | 6.51 | -11.30 | -0.50 | 3.78 | 7.23 | -0.09 | 5.05 | -0.41 | 1.84 | 9.06 | -4.83 | 8.04 | 9.88 | 1.56 | 17.80 | -11.10 | -1.82 | -0.11 | -1.01 | 0.23 | 0.68 | 2.09 | -1.15 | 4.18 | -5.52 |
| Sharpe Ratio | NA | -0.17 | 0.34 | -0.50 | -0.05 | NA | NA | … | … | -0.21 | -1.29 | 0.46 | -2.48 | -0.21 | 0.41 | 3.17 | -0.82 | 2.03 | -0.27 | 1.03 | 5.04 | -1.59 | 3.74 | 0.66 | 0.47 | 5.28 | -1.82 | -2.47 | -2.08 | -1.66 | -0.24 | 0.00 | 0.34 | -1.42 | 0.04 | -5.81 |
| Standard Deviation(%) | NA | 6.15 | 5.06 | 4.59 | 4.44 | NA | NA | … | … | 6.27 | 3.88 | 4.96 | 5.13 | 2.54 | 8.68 | 1.84 | 1.72 | 2.18 | 2.27 | 1.76 | 1.79 | 3.06 | 2.15 | 14.95 | 3.14 | 3.35 | 6.57 | 1.95 | 1.64 | 1.92 | 2.94 | 3.13 | 2.91 | 2.48 | 2.01 | 2.66 |
| Draw Down(%) | NA | 6.98 | 7.95 | 19.14 | 19.14 | NA | NA | … | … | 6.28 | 3.04 | 7.95 | 16.71 | 3.02 | 13.06 | 1.56 | 2.11 | 1.38 | 5.44 | 2.27 | 0.99 | 8.03 | 1.73 | 10.41 | 6.19 | 2.69 | 15.47 | 3.41 | 2.27 | 3.00 | 5.52 | 5.18 | 4.04 | 4.33 | 3.29 | 5.64 |
| Yield(%) | 0.00 | 2.61 | 2.67 | 1.92 | 2.35 | 2.66 | 2.45 | … | … | 1.97 | 2.45 | 2.43 | 1.67 | 1.32 | 1.54 | 4.21 | 2.65 | 2.63 | 2.84 | 2.93 | 3.36 | 3.04 | 3.25 | 3.82 | 3.78 | 4.87 | 2.74 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/24/2025, Common starting date is 07/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTECX (Putnam Tax Exempt Incm Fd C Share) |
-4.57%
Oct 2019 – Oct 2022 |
-2.86%
Dec 2003 – Dec 2008 |
0.08%
Aug 1999 – Aug 2009 |
1.67%
Aug 1999 – Aug 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTECX (Putnam Tax Exempt Incm Fd C Share) |
9.55%
Dec 2008 – Dec 2011 |
6.21%
Dec 2008 – Dec 2013 |
4.61%
Dec 2008 – Dec 2018 |
3.36%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart