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
PYSTX (Putnam Short-Term Municipal Income Fund) 1.22% 4.56% 4.07% 2.17% NA NA NA
Data as of 05/29/2026, Common starting date is 05/29/2018
More Performance Analytics Comparison
Name Start Date End Date
PYSTX (Putnam Short-Term Municipal Income Fund) 05/29/2018 05/29/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018
Annualized Return (%) 0.61 4.56 4.07 2.17 NA NA NA 1.22 4.29 3.25 4.19 -2.23 1.03 2.45 3.06 1.48
Sharpe Ratio NA 1.09 0.48 -0.23 NA NA NA 0.15 0.75 -0.23 0.33 -2.26 1.46 0.92 1.76 1.15
Standard Deviation(%) NA 1.65 1.74 1.61 NA NA NA 1.89 1.88 1.60 1.61 1.62 0.69 2.39 0.90 0.86
Draw Down(%) NA 1.24 1.52 4.11 NA NA NA 1.24 1.52 0.81 1.32 4.07 0.59 3.65 0.40 0.30
Yield(%) 0.00 3.37 3.34 2.54 1.83 1.22 0.92 1.12 3.38 3.39 2.88 1.42 1.32 1.72 1.94 1.17
Data as of 05/29/2026, Common starting date is 05/29/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PYSTX (Putnam Short-Term Municipal Income Fund) -0.05%
Oct 2019 – Oct 2022
1.28%
Sep 2018 – Sep 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PYSTX (Putnam Short-Term Municipal Income Fund) 4.32%
Feb 2023 – Feb 2026
2.35%
Feb 2021 – Feb 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return