Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXMIX (PUTNAM MICHIGAN TAX EXEMPT INCOME FUND / CLASS A SHARES) | NA | -1.60% | 2.18% | 1.99% | 3.70% | 3.56% | 3.83% | … | … |
Data as of 08/08/2017, Common starting date is 11/29/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXMIX (PUTNAM MICHIGAN TAX EXEMPT INCOME FUND / CLASS A SHARES) | 11/29/1989 | 08/08/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -1.68 | -1.60 | 2.18 | 1.99 | 3.70 | 3.56 | 3.83 | … | … | 1.44 | -0.09 | 2.18 | 9.67 | -4.47 | 6.17 | 10.77 | 1.62 | 13.66 | -5.00 | 3.34 | 3.84 | 3.30 | 3.36 | 4.00 | 5.76 | 5.14 | 10.12 | -4.43 | 4.56 | 8.42 | 4.48 | 16.42 | -5.39 | 10.70 | 8.68 | 12.67 | 5.62 | 1.24 |
| Sharpe Ratio | NA | -0.74 | 0.91 | 0.79 | 0.88 | NA | NA | … | … | 0.67 | -0.14 | 1.23 | 4.78 | -1.49 | 2.74 | 1.53 | 0.46 | 3.86 | -0.88 | 0.18 | 0.33 | 0.64 | 0.84 | 1.16 | 1.76 | 1.08 | 2.14 | -3.10 | 0.55 | -17.55 | 0.19 | 2.76 | -1.58 | 2.72 | 2.02 | 3.39 | 0.10 | 2.82 |
| Standard Deviation(%) | NA | 2.71 | 2.19 | 2.37 | 3.90 | NA | NA | … | … | 2.83 | 2.14 | 1.75 | 2.02 | 3.03 | 2.25 | 7.01 | 3.34 | 3.51 | 6.72 | 1.80 | 1.66 | 1.76 | 2.86 | 2.84 | 2.66 | 2.65 | 2.84 | 2.47 | 2.28 | 2.66 | 5.02 | 4.55 | 5.30 | 3.15 | 3.09 | 2.62 | 3.43 | 3.75 |
| Draw Down(%) | NA | 4.38 | 4.57 | 7.59 | 11.84 | NA | NA | … | … | 1.77 | 4.57 | 2.16 | 1.02 | 7.59 | 1.83 | 4.39 | 6.03 | 2.99 | 11.84 | 1.35 | 1.11 | 1.51 | 4.58 | 4.09 | 3.13 | 3.33 | 2.73 | 5.78 | 1.33 | 2.01 | 5.58 | 3.24 | 10.13 | 2.80 | 2.81 | 1.18 | 3.04 | 0.47 |
| Yield(%) | 0.00 | 2.50 | 2.92 | 2.97 | 3.55 | 3.54 | 3.81 | … | … | 1.48 | 2.77 | 3.09 | 3.40 | 3.17 | 3.50 | 4.07 | 3.69 | 4.48 | 3.91 | 4.03 | 3.64 | 3.90 | 3.83 | 3.81 | 2.75 | 5.04 | 5.43 | 4.83 | 5.08 | 5.65 | 5.51 | 6.01 | 5.51 | 5.91 | 6.33 | 6.67 | 6.88 | 1.12 |
Data as of 08/08/2017, Common starting date is 11/29/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXMIX (PUTNAM MICHIGAN TAX EXEMPT INCOME FUND / CLASS A SHARES) |
0.64%
Dec 2005 – Dec 2008 |
1.71%
Dec 2003 – Dec 2008 |
2.85%
Nov 1998 – Nov 2008 |
3.62%
Feb 2002 – Feb 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXMIX (PUTNAM MICHIGAN TAX EXEMPT INCOME FUND / CLASS A SHARES) |
11.66%
Sep 1990 – Sep 1993 |
8.35%
Dec 1990 – Dec 1995 |
6.46%
Jan 1991 – Jan 2001 |
6.01%
Apr 1990 – Apr 2005 |
Annualized Rolling Returns Comparison Chart