Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPMMX (Putnam Managed Municipal Trust) | 3.42% | 11.65% | 6.15% | 0.52% | 2.23% | 3.28% | 1.73% | … | … |
Data as of 06/03/2026, Common starting date is 01/13/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPMMX (Putnam Managed Municipal Trust) | 01/13/2000 | 06/03/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.05 | 11.65 | 6.15 | 0.52 | 2.23 | 3.28 | 1.73 | … | … | 3.42 | 3.48 | 5.12 | 10.41 | -18.31 | 5.48 | 5.67 | 9.27 | 1.52 | 6.34 | -4.37 | 0.44 | 17.10 | -4.97 | 9.09 | 5.36 | -0.56 | 31.55 | -30.87 | -6.22 | 1.33 | 0.36 | 0.98 | 2.01 | -2.33 | -3.23 | 0.12 |
| Sharpe Ratio | NA | 1.79 | 0.46 | -0.27 | 0.09 | NA | NA | … | … | 1.03 | 0.06 | 0.24 | 0.89 | -2.32 | 2.40 | 0.44 | 3.69 | 0.07 | 2.10 | -1.44 | 0.18 | 9.16 | -1.31 | 3.32 | 1.54 | -0.17 | 6.06 | -4.00 | -3.68 | -0.99 | -0.73 | 0.00 | 0.29 | -0.77 | -1.42 | -1.13 |
| Standard Deviation(%) | NA | 4.45 | 7.68 | 7.38 | 6.73 | NA | NA | … | … | 5.11 | 9.46 | 6.11 | 7.66 | 8.55 | 2.28 | 12.41 | 2.11 | 1.98 | 2.71 | 3.19 | 2.27 | 1.87 | 3.82 | 2.74 | 3.46 | 3.93 | 5.19 | 7.92 | 2.55 | 2.11 | 2.59 | 3.70 | 4.46 | 4.50 | 4.08 | 3.65 |
| Draw Down(%) | NA | 4.28 | 11.66 | 26.16 | 26.16 | NA | NA | … | … | 4.28 | 10.07 | 4.49 | 11.91 | 25.55 | 2.77 | 19.46 | 1.79 | 1.97 | 1.22 | 9.08 | 3.67 | 0.68 | 10.47 | 1.82 | 3.66 | 7.83 | 4.34 | 32.88 | 6.80 | 1.57 | 2.40 | 6.78 | 6.51 | 7.19 | 7.81 | 4.98 |
| Yield(%) | 0.00 | 5.09 | 4.65 | 3.95 | 3.68 | 3.73 | 2.43 | … | … | 2.02 | 4.61 | 4.29 | 4.87 | 4.64 | 4.68 | 4.71 | 3.72 | 4.59 | 2.14 | 0.00 | 0.45 | 6.20 | 5.78 | 0.52 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.56 | 0.00 |
Data as of 06/03/2026, Common starting date is 01/13/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPMMX (Putnam Managed Municipal Trust) |
-13.07%
Dec 2005 – Dec 2008 |
-7.81%
Dec 2003 – Dec 2008 |
-2.10%
Mar 2001 – Mar 2011 |
0.27%
Nov 2001 – Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPMMX (Putnam Managed Municipal Trust) |
11.29%
Dec 2008 – Dec 2011 |
7.40%
Dec 2008 – Dec 2013 |
5.66%
Dec 2008 – Dec 2018 |
4.39%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart