Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTFIX (PUTNAM AMT-FREE MUNICIPAL FUND CLASS B SHARES) | NA | 9.34% | -0.53% | 0.25% | 1.45% | 2.44% | 2.45% | … | … |
Data as of 10/18/2024, Common starting date is 09/26/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTFIX (PUTNAM AMT-FREE MUNICIPAL FUND CLASS B SHARES) | 09/26/1985 | 10/18/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.34 | -0.53 | 0.25 | 1.45 | 2.44 | 2.45 | … | … | 1.94 | 5.90 | -7.75 | -0.10 | 1.08 | 7.46 | -0.15 | 5.14 | -0.74 | 2.01 | 9.44 | -4.19 | 7.47 | 9.72 | 1.00 | 10.11 | -4.24 | 2.07 | 2.83 | 1.86 | 2.71 | 3.52 | 8.10 | 3.22 | 12.23 | -4.36 | 5.18 | 8.26 | 2.86 | 16.99 | -6.47 | 10.51 | 5.76 | 10.45 | 5.26 | 6.22 | 11.10 | -0.59 | 16.74 | 8.99 |
| Sharpe Ratio | NA | 1.04 | -1.39 | -0.45 | -0.02 | NA | NA | … | … | -2.13 | 0.53 | -2.76 | -0.06 | 0.10 | 3.32 | -0.89 | 2.22 | -0.44 | 1.17 | 5.53 | -1.37 | 3.46 | 3.61 | 0.30 | 2.81 | -0.72 | -0.45 | -0.23 | -0.14 | 0.52 | 0.81 | 1.52 | 0.32 | 3.37 | -2.76 | 0.69 | 1.55 | -0.12 | 2.84 | -1.74 | 2.36 | 0.98 | 2.60 | 0.00 | 0.11 | 1.59 | -0.54 | 2.65 | 8.84 |
| Standard Deviation(%) | NA | 2.61 | 3.09 | 4.64 | 3.54 | NA | NA | … | … | 2.23 | 3.15 | 3.32 | 2.20 | 8.76 | 1.82 | 1.66 | 2.04 | 2.14 | 1.69 | 1.70 | 3.08 | 2.16 | 2.68 | 3.02 | 3.56 | 7.16 | 2.07 | 1.88 | 2.22 | 3.44 | 3.48 | 4.60 | 2.85 | 2.42 | 2.74 | 2.68 | 3.05 | 5.38 | 4.62 | 5.40 | 3.57 | 3.42 | 2.56 | 3.44 | 4.52 | 4.03 | 8.50 | 4.73 | 3.93 |
| Draw Down(%) | NA | 1.44 | 13.11 | 13.75 | 13.75 | NA | NA | … | … | 1.44 | 4.97 | 11.61 | 2.47 | 12.45 | 1.66 | 2.18 | 1.31 | 5.71 | 2.32 | 1.03 | 7.96 | 1.75 | 2.87 | 6.08 | 3.15 | 13.24 | 2.28 | 1.61 | 2.51 | 5.81 | 5.93 | 4.08 | 4.31 | 2.98 | 6.72 | 2.04 | 2.80 | 5.84 | 3.55 | 11.62 | 3.12 | 4.36 | 1.94 | 3.62 | 3.72 | 3.15 | 14.00 | 5.06 | 0.61 |
| Yield(%) | 0.00 | 2.33 | 1.61 | 1.89 | 2.27 | 2.70 | 2.72 | … | … | 1.63 | 2.14 | 1.19 | 0.90 | 1.54 | 4.21 | 3.23 | 2.52 | 2.57 | 3.00 | 3.24 | 2.96 | 3.16 | 3.77 | 3.32 | 3.24 | 2.85 | 2.96 | 3.04 | 3.28 | 3.20 | 4.37 | 5.16 | 4.18 | 4.74 | 4.52 | 5.69 | 5.46 | 5.45 | 5.11 | 4.67 | 4.96 | 5.17 | 5.54 | 5.76 | 5.89 | 6.20 | 5.80 | 6.56 | 2.31 |
Data as of 10/18/2024, Common starting date is 09/26/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTFIX (PUTNAM AMT-FREE MUNICIPAL FUND CLASS B SHARES) |
-3.41%
Oct 2019 – Oct 2022 |
-0.63%
Oct 2017 – Oct 2022 |
0.75%
Oct 2012 – Oct 2022 |
2.08%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTFIX (PUTNAM AMT-FREE MUNICIPAL FUND CLASS B SHARES) |
10.75%
Oct 1985 – Oct 1988 |
8.84%
Sep 1987 – Sep 1992 |
7.59%
Oct 1985 – Oct 1995 |
6.60%
Oct 1985 – Oct 2000 |
Annualized Rolling Returns Comparison Chart