Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PTYMX (PUTNAM TAX-FREE HIGH YIELD FUND CLASS M SHARES) NA 9.73% 5.64% 4.55% 5.71% 4.82% 4.59%
Data as of 11/25/2019, Common starting date is 01/18/1995
More Performance Analytics Comparison
Name Start Date End Date
PTYMX (PUTNAM TAX-FREE HIGH YIELD FUND CLASS M SHARES) 01/18/1995 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 (%) 0.15 9.73 5.64 4.55 5.71 4.82 4.59 8.17 0.81 8.03 0.63 4.07 13.42 -5.67 12.72 10.32 4.64 35.72 -24.56 0.32 6.62 6.43 7.09 5.80 0.84 3.67 4.76 -3.29 5.02 8.83 2.85 14.42
Sharpe Ratio NA 4.31 2.27 1.86 2.09 NA NA 3.98 -0.29 3.63 0.16 2.25 7.22 -1.51 5.66 3.49 1.35 8.53 -3.45 -1.35 2.66 2.81 2.65 2.00 -0.11 0.64 0.35 -3.09 0.90 2.19 -0.15 2.89
Standard Deviation(%) NA 1.92 2.00 2.07 2.55 NA NA 1.91 1.79 2.05 2.60 1.79 1.86 3.76 2.26 2.95 3.39 4.18 7.36 2.02 1.26 1.52 2.32 2.56 2.44 2.11 2.07 2.11 1.90 2.42 4.40 3.92
Draw Down(%) NA 1.37 1.88 6.28 10.03 NA NA 1.37 1.88 1.10 6.28 1.73 0.89 10.03 1.54 3.09 6.42 2.67 26.65 2.57 0.68 0.84 3.63 3.02 3.39 2.65 2.12 4.56 1.04 1.82 5.02 2.52
Yield(%) 0.00 3.52 3.68 3.74 4.50 4.38 4.31 2.72 3.55 3.79 3.83 3.99 4.55 4.10 4.50 5.40 5.05 7.56 5.16 5.06 5.12 5.19 5.14 5.40 4.09 5.82 5.74 5.25 5.17 5.48 5.74 6.09
Data as of 11/25/2019, Common starting date is 01/18/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PTYMX (PUTNAM TAX-FREE HIGH YIELD FUND CLASS M SHARES) -6.91%
Dec 2005 – Dec 2008
-1.66%
Dec 2003 – Dec 2008
0.30%
Dec 1998 – Dec 2008
3.54%
Jan 1996 – Jan 2011
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PTYMX (PUTNAM TAX-FREE HIGH YIELD FUND CLASS M SHARES) 16.15%
Dec 2008 – Dec 2011
10.75%
Dec 2008 – Dec 2013
7.98%
Dec 2008 – Dec 2018
5.02%
Nov 2002 – Nov 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return