Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTEPX (PUTNAM PENNSYLVANIA TAX EXEMPT INCOME FUND CLASS A SHARES) | NA | 3.16% | 5.04% | 0.96% | 2.22% | 2.74% | 3.30% | … | … |
Data as of 11/12/2025, Common starting date is 07/28/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTEPX (PUTNAM PENNSYLVANIA TAX EXEMPT INCOME FUND CLASS A SHARES) | 07/28/1989 | 11/12/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 3.16 | 5.04 | 0.96 | 2.22 | 2.74 | 3.30 | … | … | 3.10 | 2.60 | 6.08 | -10.07 | 2.17 | 5.18 | 7.17 | 0.54 | 4.75 | 0.36 | 2.60 | 9.42 | -4.57 | 7.23 | 9.56 | 1.34 | 14.95 | -2.66 | 3.27 | 4.39 | 3.25 | 4.39 | 4.90 | 7.23 | 5.67 | 9.83 | -4.21 | 3.76 | 8.74 | 3.72 | 16.83 | -4.99 | 12.10 | 9.55 | 12.77 | 7.55 | 1.81 |
| Sharpe Ratio | NA | 0.03 | 0.36 | -0.31 | 0.17 | NA | NA | … | … | 0.11 | -0.28 | 0.53 | -2.41 | 1.23 | 0.64 | 2.90 | -0.48 | 2.06 | 0.07 | 1.39 | 5.09 | -1.57 | 3.17 | 3.43 | 0.43 | 4.45 | -0.53 | 0.06 | 0.57 | 0.51 | 1.11 | 1.24 | 2.12 | 1.13 | 2.30 | -2.83 | 0.13 | 1.92 | 0.01 | 3.01 | -1.52 | 2.94 | 2.19 | 3.38 | 0.61 | -0.51 |
| Standard Deviation(%) | NA | 5.43 | 4.63 | 4.21 | 4.04 | NA | NA | … | … | 5.58 | 3.68 | 4.62 | 4.78 | 1.74 | 7.70 | 1.96 | 1.75 | 2.00 | 2.13 | 1.84 | 1.85 | 2.93 | 2.28 | 2.78 | 2.93 | 3.34 | 6.86 | 1.97 | 1.72 | 1.95 | 3.06 | 3.38 | 2.87 | 2.89 | 2.44 | 2.68 | 2.35 | 2.62 | 4.93 | 4.27 | 5.30 | 3.37 | 3.20 | 2.61 | 3.36 | 2.57 |
| Draw Down(%) | NA | 6.07 | 7.85 | 15.76 | 15.76 | NA | NA | … | … | 5.53 | 2.70 | 7.85 | 15.26 | 1.97 | 10.96 | 1.49 | 1.81 | 1.20 | 4.70 | 1.87 | 1.01 | 8.08 | 1.55 | 2.74 | 5.72 | 1.97 | 11.35 | 1.58 | 1.08 | 1.81 | 5.11 | 4.61 | 3.26 | 3.23 | 2.86 | 5.89 | 1.58 | 1.94 | 4.93 | 2.66 | 10.00 | 2.35 | 2.78 | 1.41 | 3.20 | 1.51 |
| Yield(%) | 0.00 | 3.27 | 3.17 | 2.49 | 2.71 | 3.03 | 3.46 | … | … | 2.76 | 3.02 | 2.83 | 2.19 | 2.04 | 2.31 | 2.72 | 2.92 | 3.02 | 3.13 | 3.20 | 3.61 | 3.48 | 3.68 | 4.21 | 3.74 | 4.57 | 7.40 | 4.27 | 3.95 | 3.95 | 3.96 | 4.26 | 3.71 | 5.34 | 5.64 | 4.99 | 5.89 | 5.79 | 6.08 | 6.07 | 5.46 | 5.85 | 6.51 | 7.26 | 7.47 | 2.95 |
Data as of 11/12/2025, Common starting date is 07/28/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTEPX (PUTNAM PENNSYLVANIA TAX EXEMPT INCOME FUND CLASS A SHARES) |
-3.40%
Oct 2020 – Oct 2023 |
-0.12%
Oct 2017 – Oct 2022 |
1.09%
Oct 2012 – Oct 2022 |
2.33%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTEPX (PUTNAM PENNSYLVANIA TAX EXEMPT INCOME FUND CLASS A SHARES) |
12.48%
Sep 1990 – Sep 1993 |
8.98%
Dec 1990 – Dec 1995 |
6.80%
Aug 1989 – Aug 1999 |
6.46%
Apr 1990 – Apr 2005 |
Annualized Rolling Returns Comparison Chart