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POTYX: Putnam Ohio Tax Exempt Incm Fd Y Shs (MUTUAL FUND)
Basic Info
| Asset Class: | Muni Ohio |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 01/22/2008 |
| Last Dividend Date: | 10/31/2025 |
| 12-Mo. Yield | 3.31% |
| Expenses | 1.61% |
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Performance Analytics (As of 11/13/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 1.8 | 4.3 | 0.6 | 2.0 | 2.7 | 2.5 | 1.8 | 1.9 | 6.0 | -8.9 | 1.2 | 4.5 | 6.8 | 0.8 | 4.6 | 0.4 | 2.7 | 8.5 | -3.5 | 6.6 | 9.7 | 0.7 | 13.0 | -9.3 |
| Sharpe Ratio | NA | -0.22 | 0.2 | -0.42 | 0.12 | NA | 0.39 | -0.15 | -1.38 | 0.42 | -2.34 | 0.64 | 0.57 | 2.99 | -0.3 | 1.88 | 0.11 | 1.37 | 4.16 | -1.15 | 0.89 | 3.43 | 0.2 | 3.95 | -1.6 |
| Draw Down(%) | NA | 5.9 | 6.9 | 14.8 | 14.8 | NA | 14.8 | 5.6 | 2.6 | 6.9 | 13.7 | 1.9 | 10.8 | 1.5 | 1.7 | 1.3 | 5.0 | 2.2 | 1.3 | 7.1 | 6.0 | 2.5 | 5.5 | 2.4 | 14.5 |
| Standard Deviation(%) | NA | 5.4 | 4.4 | 4.0 | 3.9 | NA | 4.1 | 5.5 | 3.4 | 4.3 | 4.4 | 1.8 | 7.5 | 1.8 | 1.7 | 2.1 | 2.3 | 1.9 | 2.0 | 3.0 | 7.4 | 2.8 | 3.0 | 3.3 | 6.6 |
| Treynor Ratio | NA | -0.01 | 0.01 | -0.02 | 0.01 | NA | 0.02 | -0.01 | -0.06 | 0.02 | -0.13 | 0.01 | 0.05 | 0.07 | -0.01 | 0.06 | 0.0 | 0.04 | 0.1 | -0.05 | 0.12 | 0.11 | 0.01 | 0.15 | -0.12 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | -0.02 |
| Beta | NA | 0.9 | 0.85 | 0.83 | 0.82 | NA | 0.83 | 0.91 | 0.78 | 0.82 | 0.78 | 0.81 | 0.84 | 0.79 | 0.75 | 0.71 | 0.64 | 0.74 | 0.83 | 0.73 | 0.55 | 0.91 | 0.93 | 0.84 | 0.92 |
| RSquared | NA | 0.96 | 0.94 | 0.92 | 0.93 | NA | 0.73 | 0.96 | 0.91 | 0.94 | 0.94 | 0.81 | 0.97 | 0.81 | 0.81 | 0.78 | 0.8 | 0.81 | 0.79 | 0.88 | 0.03 | 0.84 | 0.89 | 0.75 | 0.86 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.8 | 3.1 | 3.0 | 2.3 | 2.3 | 2.5 | 2.9 | 2.9 | 3.1 | 3.1 | 3.4 | 3.7 | 3.5 | 3.8 | 4.0 | 3.9 | 4.2 | 0.7 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -10.9 | 6.5 | 16.7 | -4.1 | -3.1 | -10.6 | -1.8 | -5.0 | -5.2 | -8.3 | -4.0 | -1.5 | -4.9 | 0.9 | -1.4 | -0.3 | 446.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/16/2008
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View Historical Data in an advanced chart |
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See Muni Ohio Asset Class Trend Rankings |
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* Day change on 11/13/2025.Latest Articles Related to POTYX
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