Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PXMAX (PUTNAM MASSACHUSETTS TAX EXEMPT INCOME FUND CLASS A SHARES) | -2.15% | -1.19% | 2.38% | -0.03% | 1.58% | 2.44% | 2.83% | 4.45% |
Data as of 06/20/2025, AR inception is 11/29/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXMAX (PUTNAM MASSACHUSETTS TAX EXEMPT INCOME FUND CLASS A SHARES) | 11/29/1989 | 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 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.19 | 2.38 | -0.03 | 1.58 | 2.44 | 2.83 | 4.45 | -2.15 | 1.27 | 6.36 | -10.07 | 1.50 | 4.79 | 6.95 | 0.21 | 4.66 | 0.39 | 2.12 | 9.90 | -4.98 | 7.51 | 11.10 | 2.33 | 15.75 | -6.02 | 2.85 | 4.14 | 3.31 | 4.00 | 4.34 | 6.48 | 4.47 | 11.38 | -3.55 | 5.35 | 8.91 | 4.16 | 18.19 | -6.29 | 10.59 | 10.67 | 12.77 | 7.08 | 1.23 |
| Sharpe Ratio | NA | -0.83 | -0.21 | -0.52 | 0.04 | NA | NA | 0.69 | -1.14 | -1.52 | 0.49 | -2.46 | 0.87 | 0.57 | 2.92 | -0.59 | 1.83 | 0.08 | 1.04 | 4.77 | -1.48 | 2.96 | 3.54 | 0.69 | 4.77 | -1.05 | -0.07 | 0.49 | 0.53 | 0.99 | 1.10 | 1.79 | 0.79 | 2.96 | -2.68 | 0.88 | 1.97 | 0.14 | 3.43 | -1.78 | 2.12 | 2.84 | 3.29 | 0.60 | 3.43 |
| Standard Deviation(%) | NA | 5.33 | 4.62 | 3.97 | 4.00 | NA | NA | 3.54 | 6.73 | 3.51 | 4.39 | 4.67 | 1.70 | 7.98 | 1.90 | 1.88 | 2.21 | 2.24 | 2.01 | 2.07 | 3.38 | 2.54 | 3.12 | 3.27 | 3.28 | 6.59 | 2.06 | 1.79 | 2.16 | 3.10 | 3.31 | 3.00 | 2.76 | 2.46 | 2.53 | 2.31 | 2.73 | 4.60 | 4.18 | 5.21 | 4.01 | 2.89 | 2.73 | 3.01 | 3.03 |
| Draw Down(%) | NA | 6.06 | 8.14 | 15.23 | 15.23 | NA | NA | 15.23 | 5.31 | 2.51 | 6.80 | 14.81 | 2.08 | 11.12 | 1.52 | 2.18 | 1.34 | 4.70 | 2.52 | 1.25 | 8.80 | 1.94 | 2.95 | 6.24 | 2.19 | 11.78 | 1.74 | 1.13 | 1.94 | 4.86 | 5.07 | 3.42 | 3.86 | 2.70 | 5.56 | 1.60 | 2.13 | 4.95 | 2.79 | 11.28 | 2.84 | 2.78 | 1.12 | 2.09 | 0.35 |
| Yield(%) | 0.00 | 2.62 | 2.69 | 2.20 | 2.52 | 2.99 | 3.23 | 4.68 | 0.98 | 2.80 | 2.71 | 2.03 | 1.78 | 2.07 | 2.63 | 2.87 | 3.02 | 2.90 | 3.09 | 3.51 | 3.41 | 3.74 | 4.50 | 4.33 | 4.44 | 4.26 | 4.25 | 3.83 | 4.49 | 4.32 | 3.63 | 2.62 | 5.15 | 5.58 | 5.21 | 5.20 | 5.54 | 5.82 | 6.37 | 5.64 | 6.09 | 6.65 | 7.29 | 7.27 | 1.11 |
Data as of 06/20/2025, AR inception is 11/29/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXMAX (PUTNAM MASSACHUSETTS TAX EXEMPT INCOME FUND CLASS A SHARES) |
-3.28%
Oct 2020 - Oct 2023 |
-0.33%
Oct 2017 - Oct 2022 |
0.92%
Oct 2012 - Oct 2022 |
2.41%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXMAX (PUTNAM MASSACHUSETTS TAX EXEMPT INCOME FUND CLASS A SHARES) |
12.80%
Sep 1990 - Sep 1993 |
8.86%
Dec 1990 - Dec 1995 |
6.97%
Aug 1990 - Aug 2000 |
6.49%
Jan 1990 - Jan 2005 |
Annualized Rolling Returns Comparison Chart