Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTNJX (PUTNAM NEW JERSEY TAX EXEMPT INCOME FUND CLASS A SHARES) | NA | 3.64% | 4.96% | 1.32% | 2.45% | 2.78% | 3.20% | … | … |
Data as of 11/12/2025, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTNJX (PUTNAM NEW JERSEY TAX EXEMPT INCOME FUND CLASS A SHARES) | 06/20/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 3.64 | 4.96 | 1.32 | 2.45 | 2.78 | 3.20 | … | … | 3.48 | 1.79 | 6.53 | -8.76 | 1.86 | 4.90 | 7.17 | 1.06 | 5.56 | 0.19 | 2.01 | 8.85 | -5.16 | 7.06 | 9.97 | 1.76 | 14.89 | -4.89 | 2.69 | 4.55 | 3.77 | 3.66 | 4.66 | 6.44 | 4.42 | 10.29 | -3.49 | 4.90 | 8.77 | 6.73 |
| Sharpe Ratio | NA | 0.13 | 0.38 | -0.24 | 0.23 | NA | NA | … | … | 0.21 | -0.56 | 0.70 | -2.21 | 1.06 | 0.58 | 2.99 | -0.18 | 2.28 | -0.01 | 0.96 | 4.18 | -1.53 | 2.91 | 3.37 | 0.57 | 4.73 | -0.91 | -0.23 | 0.65 | 0.75 | 0.88 | 1.29 | 1.99 | 0.79 | 2.54 | -2.82 | 0.65 | 1.84 | 2.47 |
| Standard Deviation(%) | NA | 4.95 | 4.19 | 3.89 | 3.98 | NA | NA | … | … | 5.10 | 3.26 | 4.17 | 4.63 | 1.74 | 8.05 | 1.91 | 1.81 | 2.15 | 2.41 | 2.07 | 2.12 | 3.39 | 2.43 | 2.95 | 2.91 | 3.12 | 6.38 | 1.97 | 1.76 | 2.03 | 3.03 | 3.05 | 2.67 | 2.53 | 2.38 | 2.44 | 2.18 | 2.76 | 3.80 |
| Draw Down(%) | NA | 5.48 | 6.22 | 14.26 | 14.26 | NA | NA | … | … | 5.13 | 2.37 | 6.22 | 13.78 | 2.15 | 12.18 | 1.47 | 1.80 | 1.18 | 5.22 | 2.75 | 1.29 | 8.59 | 1.99 | 2.99 | 5.55 | 2.56 | 11.54 | 1.78 | 1.05 | 1.58 | 4.90 | 4.35 | 3.19 | 3.55 | 2.93 | 5.13 | 1.33 | 2.12 | 1.78 |
| Yield(%) | 0.00 | 3.18 | 3.22 | 2.69 | 2.92 | 3.13 | 3.38 | … | … | 2.69 | 2.99 | 3.10 | 2.49 | 2.36 | 2.57 | 2.90 | 3.17 | 3.38 | 3.34 | 3.32 | 3.65 | 3.25 | 3.63 | 4.19 | 3.99 | 4.37 | 3.81 | 3.92 | 3.89 | 3.92 | 3.79 | 3.91 | 3.00 | 4.92 | 5.43 | 4.98 | 4.78 | 5.11 | 3.21 |
Data as of 11/12/2025, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTNJX (PUTNAM NEW JERSEY TAX EXEMPT INCOME FUND CLASS A SHARES) |
-2.35%
Oct 2019 – Oct 2022 |
0.21%
Oct 2017 – Oct 2022 |
1.14%
Oct 2012 – Oct 2022 |
2.40%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTNJX (PUTNAM NEW JERSEY TAX EXEMPT INCOME FUND CLASS A SHARES) |
8.74%
Dec 2008 – Dec 2011 |
6.32%
Feb 2008 – Feb 2013 |
5.13%
May 2000 – May 2010 |
4.92%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart