Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTEYX (Putnam Tax Exempt Incm Fd Y Shs) | NA | 4.26% | 6.68% | 1.17% | 2.43% | 3.09% | NA | … | … |
Data as of 10/24/2025, Common starting date is 01/18/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTEYX (Putnam Tax Exempt Incm Fd Y Shs) | 01/18/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 4.26 | 6.68 | 1.17 | 2.43 | 3.09 | NA | … | … | 1.71 | 2.63 | 7.56 | -10.40 | 0.51 | 4.81 | 8.30 | 0.92 | 6.10 | 0.60 | 2.87 | 10.27 | -3.99 | 9.16 | 11.02 | 2.28 | 18.18 | -14.16 |
| Sharpe Ratio | NA | -0.06 | 0.53 | -0.30 | 0.17 | NA | NA | … | … | -0.14 | -0.99 | 0.66 | -2.28 | 0.19 | 0.53 | 3.48 | -0.21 | 2.44 | 0.16 | 1.48 | 5.26 | -1.30 | 3.92 | 0.72 | 0.69 | 4.82 | -2.33 |
| Standard Deviation(%) | NA | 6.10 | 5.08 | 4.63 | 4.48 | NA | NA | … | … | 6.18 | 3.99 | 5.02 | 5.19 | 2.64 | 8.66 | 1.98 | 1.87 | 2.25 | 2.42 | 1.92 | 1.95 | 3.09 | 2.34 | 15.36 | 3.19 | 3.75 | 6.71 |
| Draw Down(%) | NA | 6.66 | 7.48 | 18.09 | 18.09 | NA | NA | … | … | 6.20 | 2.95 | 7.48 | 16.07 | 2.59 | 13.06 | 1.56 | 1.85 | 1.38 | 5.04 | 1.95 | 0.91 | 7.84 | 1.73 | 10.58 | 6.04 | 2.86 | 17.29 |
| Yield(%) | 0.00 | 3.59 | 3.74 | 2.84 | 3.30 | 3.64 | 3.14 | … | … | 2.70 | 3.45 | 3.42 | 2.57 | 2.33 | 2.52 | 5.24 | 3.63 | 3.64 | 3.85 | 3.94 | 4.38 | 3.99 | 4.32 | 4.88 | 4.38 | 5.40 | 0.80 |
Data as of 10/24/2025, Common starting date is 01/18/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTEYX (Putnam Tax Exempt Incm Fd Y Shs) |
-3.61%
Oct 2019 – Oct 2022 |
-0.37%
Oct 2017 – Oct 2022 |
1.31%
Oct 2012 – Oct 2022 |
2.80%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTEYX (Putnam Tax Exempt Incm Fd Y Shs) |
10.30%
Dec 2008 – Dec 2011 |
7.06%
Dec 2008 – Dec 2013 |
5.56%
Dec 2008 – Dec 2018 |
4.33%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart