Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTXMX (PUTNAM TAX EXEMPT INCOME FUND CLASS M SHARES) | NA | 8.75% | 4.01% | 3.08% | 4.01% | 3.70% | 4.20% | … | … |
Data as of 11/25/2019, Common starting date is 02/27/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTXMX (PUTNAM TAX EXEMPT INCOME FUND CLASS M SHARES) | 02/27/1995 | 11/25/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 8.75 | 4.01 | 3.08 | 4.01 | 3.70 | 4.20 | … | … | 7.10 | 0.41 | 4.65 | -0.01 | 2.46 | 9.58 | -4.48 | 8.58 | 10.43 | 1.83 | 17.67 | -10.04 | 2.49 | 4.07 | 3.14 | 4.36 | 5.04 | 6.67 | 4.12 | 10.06 | -3.93 | 4.32 | 9.33 | 2.85 | 10.58 |
| Sharpe Ratio | NA | 3.73 | 1.45 | 1.19 | 0.66 | NA | NA | … | … | 3.24 | -0.52 | 1.84 | -0.09 | 1.38 | 5.10 | -1.48 | 3.76 | 0.65 | 0.56 | 5.27 | -1.59 | -0.28 | 0.46 | 0.50 | 1.14 | 1.33 | 1.75 | 0.63 | 2.53 | -2.76 | 0.40 | 1.98 | -0.13 | 1.72 |
| Standard Deviation(%) | NA | 1.99 | 2.04 | 2.02 | 5.54 | NA | NA | … | … | 1.98 | 1.76 | 2.19 | 2.32 | 1.76 | 1.87 | 3.05 | 2.29 | 16.08 | 3.14 | 3.34 | 6.86 | 1.90 | 1.71 | 1.95 | 2.98 | 3.26 | 3.18 | 2.91 | 2.37 | 2.59 | 2.54 | 2.91 | 5.13 | 5.13 |
| Draw Down(%) | NA | 1.56 | 2.21 | 5.23 | 14.98 | NA | NA | … | … | 1.56 | 1.97 | 1.37 | 5.23 | 2.10 | 0.94 | 7.99 | 1.73 | 11.10 | 6.10 | 2.75 | 14.60 | 1.59 | 1.09 | 1.98 | 4.81 | 4.64 | 3.82 | 3.40 | 2.83 | 6.10 | 1.66 | 1.87 | 5.84 | 4.06 |
| Yield(%) | 0.00 | 3.03 | 3.03 | 3.12 | 3.59 | 3.61 | 4.04 | … | … | 2.07 | 3.14 | 3.15 | 3.36 | 3.43 | 3.85 | 3.49 | 3.77 | 4.34 | 3.93 | 4.89 | 4.06 | 4.12 | 4.09 | 4.10 | 4.14 | 4.24 | 4.46 | 5.22 | 5.59 | 4.89 | 4.87 | 5.16 | 5.08 | 4.86 |
Data as of 11/25/2019, Common starting date is 02/27/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTXMX (PUTNAM TAX EXEMPT INCOME FUND CLASS M SHARES) |
-1.37%
Dec 2005 – Dec 2008 |
0.65%
Dec 2003 – Dec 2008 |
2.45%
Dec 1998 – Dec 2008 |
3.44%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTXMX (PUTNAM TAX EXEMPT INCOME FUND CLASS M SHARES) |
9.78%
Dec 2008 – Dec 2011 |
6.54%
Dec 2008 – Dec 2013 |
5.31%
Apr 1995 – Apr 2005 |
4.89%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart