Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PTHAX (PUTNAM TAX-FREE HIGH YIELD FUND CLASS A SHARES) | -2.43% | -0.90% | 4.09% | 1.48% | 2.71% | 3.88% | 3.74% | 4.07% |
Data as of 06/20/2025, AR inception is 09/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTHAX (PUTNAM TAX-FREE HIGH YIELD FUND CLASS A SHARES) | 09/29/1993 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | -0.90 | 4.09 | 1.48 | 2.71 | 3.88 | 3.74 | 4.07 | -2.43 | 5.11 | 8.03 | -12.78 | 3.51 | 4.28 | 9.41 | 1.08 | 8.25 | 0.90 | 4.36 | 13.70 | -5.42 | 13.03 | 10.62 | 4.66 | 35.78 | -24.56 | 0.35 | 6.67 | 6.49 | 7.25 | 5.60 | 0.33 | 3.97 | 5.07 | -2.92 | 5.26 | 9.13 | 3.39 | 16.80 | -5.43 | 0.65 |
| Sharpe Ratio | NA | -0.59 | 0.12 | -0.10 | 0.26 | NA | NA | 0.57 | -0.91 | -0.34 | 0.70 | -2.23 | 1.47 | 0.41 | 4.23 | -0.12 | 3.66 | 0.26 | 2.31 | 7.02 | -1.44 | 5.60 | 3.54 | 1.34 | 8.54 | -3.42 | -1.30 | 2.78 | 2.88 | 2.69 | 1.92 | -0.32 | 0.78 | 0.48 | -2.83 | 0.98 | 2.28 | -0.02 | 3.34 | -1.69 | 0.13 |
| Standard Deviation(%) | NA | 7.00 | 6.00 | 5.21 | 5.00 | NA | NA | 3.93 | 9.10 | 4.32 | 5.48 | 6.38 | 2.37 | 9.80 | 1.89 | 1.86 | 2.09 | 2.64 | 1.87 | 1.95 | 3.78 | 2.34 | 2.99 | 3.41 | 4.18 | 7.42 | 2.04 | 1.23 | 1.50 | 2.35 | 2.56 | 2.45 | 2.14 | 2.04 | 2.17 | 1.97 | 2.46 | 4.45 | 3.89 | 4.95 | 3.85 |
| Draw Down(%) | NA | 7.47 | 11.54 | 20.28 | 20.28 | NA | NA | 26.65 | 7.29 | 3.11 | 8.23 | 18.55 | 2.38 | 16.48 | 1.37 | 1.84 | 1.10 | 6.21 | 1.56 | 0.94 | 9.97 | 1.54 | 3.09 | 6.41 | 2.67 | 26.65 | 2.57 | 0.68 | 0.79 | 3.58 | 2.99 | 3.37 | 2.49 | 2.07 | 4.37 | 1.02 | 1.86 | 4.77 | 2.46 | 10.02 | 2.39 |
| Yield(%) | 0.00 | 3.46 | 3.75 | 3.28 | 3.68 | 4.27 | 4.12 | 4.19 | 1.30 | 3.79 | 3.80 | 3.01 | 2.96 | 3.25 | 4.64 | 3.82 | 4.08 | 4.10 | 4.27 | 4.81 | 4.35 | 4.79 | 5.67 | 5.07 | 7.60 | 5.17 | 5.10 | 5.17 | 5.25 | 5.29 | 5.20 | 3.59 | 6.12 | 6.03 | 5.56 | 5.46 | 5.76 | 6.24 | 6.87 | 6.27 | 1.82 |
Data as of 06/20/2025, AR inception is 09/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTHAX (PUTNAM TAX-FREE HIGH YIELD FUND CLASS A SHARES) |
-6.87%
Dec 2005 - Dec 2008 |
-1.60%
Dec 2003 - Dec 2008 |
0.36%
Dec 1998 - Dec 2008 |
2.07%
Dec 1993 - Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTHAX (PUTNAM TAX-FREE HIGH YIELD FUND CLASS A SHARES) |
16.28%
Dec 2008 - Dec 2011 |
10.94%
Dec 2008 - Dec 2013 |
8.21%
Dec 2008 - Dec 2018 |
6.16%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart