Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTEIX (PUTNAM NEW YORK TAX EXEMPT INCOME FUND CLASS A SHARES) | NA | 2.95% | 5.93% | 1.04% | 2.02% | 2.54% | 3.01% | … | … |
Data as of 10/24/2025, Common starting date is 09/29/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTEIX (PUTNAM NEW YORK TAX EXEMPT INCOME FUND CLASS A SHARES) | 09/29/1983 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 2.95 | 5.93 | 1.04 | 2.02 | 2.54 | 3.01 | … | … | 2.11 | 1.83 | 7.62 | -10.90 | 2.17 | 4.04 | 7.56 | 0.29 | 5.02 | 0.47 | 2.82 | 9.49 | -4.51 | 7.25 | 9.71 | 2.34 | 15.64 | -7.09 | 2.70 | 4.43 | 3.23 | 3.60 | 4.55 | 8.33 | 3.53 | 12.41 | -3.49 | 5.01 | 8.94 | 3.35 | 15.49 | -7.37 | 11.85 | 8.95 | 13.27 | 3.94 | 8.91 | 12.66 | -0.36 | 17.49 | 21.06 | 9.91 | 0.71 |
| Sharpe Ratio | NA | -0.01 | 0.47 | -0.25 | 0.11 | NA | NA | … | … | -0.06 | -0.44 | 0.80 | -2.30 | 1.19 | 0.44 | 3.01 | -0.59 | 2.06 | 0.11 | 1.47 | 4.84 | -1.41 | 3.18 | 3.23 | 0.73 | 4.42 | -1.01 | -0.21 | 0.57 | 0.50 | 0.85 | 1.15 | 2.07 | 0.36 | 3.06 | -2.59 | 0.59 | 1.61 | -0.06 | 2.30 | -1.69 | 2.52 | 1.66 | 2.95 | -0.36 | 0.81 | 1.72 | -0.53 | 2.64 | 3.53 | 0.56 | -0.68 |
| Standard Deviation(%) | NA | 6.57 | 5.28 | 4.71 | 4.50 | NA | NA | … | … | 6.74 | 4.02 | 4.99 | 5.38 | 1.81 | 8.59 | 2.02 | 1.87 | 2.12 | 2.34 | 1.89 | 1.96 | 3.23 | 2.28 | 2.99 | 3.06 | 3.52 | 7.98 | 2.16 | 1.78 | 1.94 | 3.08 | 3.33 | 3.46 | 3.02 | 2.68 | 2.64 | 2.62 | 3.25 | 5.09 | 5.01 | 6.16 | 3.83 | 3.85 | 3.15 | 4.35 | 3.66 | 4.49 | 8.54 | 4.96 | 4.41 | 5.12 | 5.22 |
| Draw Down(%) | NA | 7.33 | 7.86 | 17.11 | 17.11 | NA | NA | … | … | 6.39 | 3.08 | 7.86 | 16.47 | 2.23 | 12.69 | 1.59 | 1.97 | 1.40 | 5.21 | 2.08 | 1.09 | 8.20 | 1.86 | 3.16 | 5.55 | 2.60 | 13.79 | 1.84 | 1.02 | 1.71 | 5.01 | 4.83 | 3.83 | 3.98 | 3.14 | 6.25 | 2.03 | 2.42 | 5.46 | 4.32 | 13.28 | 3.09 | 4.59 | 1.59 | 4.34 | 2.63 | 3.12 | 14.19 | 4.07 | 2.67 | 6.21 | 1.54 |
| Yield(%) | 0.00 | 3.39 | 3.41 | 2.62 | 2.75 | 3.06 | 3.35 | … | … | 2.57 | 3.17 | 3.04 | 2.30 | 2.04 | 2.35 | 2.69 | 2.83 | 3.05 | 3.31 | 3.45 | 3.77 | 3.61 | 3.82 | 4.25 | 4.19 | 4.81 | 4.10 | 4.24 | 4.32 | 5.10 | 5.07 | 4.77 | 4.16 | 4.75 | 5.46 | 4.88 | 5.76 | 6.43 | 5.28 | 5.95 | 5.38 | 5.81 | 6.96 | 7.15 | 6.78 | 7.01 | 7.48 | 6.92 | 8.12 | 9.28 | 9.17 | 2.60 |
Data as of 10/24/2025, Common starting date is 09/29/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTEIX (PUTNAM NEW YORK TAX EXEMPT INCOME FUND CLASS A SHARES) |
-3.50%
Oct 2019 – Oct 2022 |
-0.60%
Oct 2017 – Oct 2022 |
0.90%
Oct 2012 – Oct 2022 |
2.24%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTEIX (PUTNAM NEW YORK TAX EXEMPT INCOME FUND CLASS A SHARES) |
16.96%
Nov 1983 – Nov 1986 |
13.48%
May 1984 – May 1989 |
10.83%
Oct 1983 – Oct 1993 |
8.77%
May 1984 – May 1999 |
Annualized Rolling Returns Comparison Chart