Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPMOX (Putnam Municipal Opportunities Trust) | 2.55% | 10.99% | 5.07% | 0.22% | 2.15% | 3.42% | 2.01% | … | … |
Data as of 06/03/2026, Common starting date is 01/13/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPMOX (Putnam Municipal Opportunities 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 (%) | 1.06 | 10.99 | 5.07 | 0.22 | 2.15 | 3.42 | 2.01 | … | … | 2.55 | 3.61 | 2.38 | 10.55 | -16.54 | 3.98 | 8.05 | 9.83 | 1.21 | 6.68 | -4.77 | 0.43 | 18.95 | -6.87 | 9.39 | 10.41 | -4.01 | 24.57 | -25.93 | -4.37 | 1.76 | -0.15 | -0.61 | 0.77 | 1.16 | -1.75 | 6.23 |
| Sharpe Ratio | NA | 1.60 | 0.31 | -0.33 | 0.08 | NA | NA | … | … | 0.56 | 0.08 | -0.21 | 0.94 | -2.32 | 1.60 | 0.63 | 3.55 | -0.08 | 1.92 | -1.40 | 0.14 | 7.08 | -1.43 | 2.52 | 2.07 | -0.78 | 4.49 | -2.47 | -2.13 | -0.59 | -0.69 | -0.32 | 0.01 | 0.00 | -1.12 | 0.67 |
| Standard Deviation(%) | NA | 4.51 | 7.49 | 7.05 | 6.58 | NA | NA | … | … | 5.28 | 9.12 | 5.93 | 7.41 | 7.77 | 2.48 | 12.28 | 2.36 | 2.11 | 3.14 | 3.55 | 2.81 | 2.68 | 4.83 | 3.73 | 5.02 | 5.26 | 5.46 | 10.86 | 3.55 | 2.80 | 3.49 | 4.93 | 5.07 | 4.53 | 3.82 | 3.33 |
| Draw Down(%) | NA | 4.57 | 11.57 | 24.53 | 24.53 | NA | NA | … | … | 4.57 | 9.96 | 4.61 | 11.94 | 23.78 | 3.16 | 17.76 | 2.21 | 2.26 | 1.69 | 10.69 | 5.01 | 1.71 | 12.81 | 2.74 | 5.15 | 11.70 | 4.91 | 30.65 | 7.11 | 3.27 | 3.74 | 8.42 | 7.79 | 5.94 | 6.35 | 5.07 |
| Yield(%) | 0.00 | 4.36 | 3.95 | 3.62 | 3.63 | 3.74 | 2.52 | … | … | 1.72 | 3.96 | 3.64 | 4.32 | 4.61 | 4.58 | 5.65 | 4.11 | 4.65 | 2.11 | 0.00 | 0.44 | 6.03 | 5.05 | 0.45 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 |
|---|---|---|---|---|
| XPMOX (Putnam Municipal Opportunities Trust) |
-10.34%
Dec 2005 – Dec 2008 |
-6.48%
Dec 2003 – Dec 2008 |
-1.81%
Jan 2001 – Jan 2011 |
0.52%
Nov 2001 – Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPMOX (Putnam Municipal Opportunities Trust) |
9.70%
Dec 2008 – Dec 2011 |
6.82%
Jan 2011 – Jan 2016 |
5.47%
Jan 2011 – Jan 2021 |
4.30%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart