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POXBX: PUTNAM OHIO TAX EXEMPT INCOME FUND II CLASS B SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Muni Ohio |
| MyPlanIQ Rating: | (48%) |
| Start Date: | 08/11/1993 |
| Last Dividend Date: | 08/30/2024 |
| 12-Mo. Yield | 0.94% |
| Expenses | 1.61% |
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Performance Analytics (As of 04/16/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/31/1994 |
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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 2.9 | 1.4 | 0.3 | 1.0 | 1.9 | 2.3 | 3.1 | 0.0 | 1.7 | 5.0 | -9.6 | 0.3 | 3.5 | 5.9 | 0.1 | 3.6 | -0.4 | 1.8 | 7.6 | -4.4 | 5.8 | 8.9 | 1.2 | 13.1 | -4.4 | 3.0 | 3.4 | 2.3 | 3.1 | 4.4 | 6.3 | 4.2 | 9.6 | -4.3 | 3.8 | 7.9 | 3.2 | 14.9 | -6.0 | 1.7 |
| Sharpe Ratio | NA | -0.25 | -0.48 | -0.54 | -0.07 | NA | NA | 0.34 | 0.0 | -0.77 | 0.33 | -2.52 | 0.17 | 0.44 | 0.61 | -0.81 | 1.43 | -0.27 | 1.01 | 4.06 | -1.48 | 2.71 | 3.24 | 0.35 | 4.04 | -0.81 | -0.08 | -0.01 | 0.02 | 0.7 | 1.14 | 1.79 | 0.66 | 2.44 | -3.03 | 0.14 | 1.63 | -0.09 | 2.51 | -2.03 | 0.71 |
| Draw Down(%) | NA | 1.7 | 8.0 | 15.6 | 15.6 | NA | NA | 15.6 | 0.0 | 2.1 | 7.2 | 14.3 | 1.9 | 10.9 | 5.1 | 2.2 | 1.3 | 5.3 | 2.4 | 1.4 | 7.3 | 1.6 | 2.6 | 5.6 | 2.2 | 12.2 | 1.8 | 1.4 | 2.0 | 5.0 | 4.9 | 3.3 | 3.5 | 2.5 | 5.9 | 1.4 | 2.2 | 5.4 | 2.7 | 10.0 | 2.4 |
| Standard Deviation(%) | NA | 1.9 | 3.7 | 3.1 | 4.1 | NA | NA | 3.5 | NA | 2.5 | 4.2 | 4.4 | 1.8 | 7.4 | 7.2 | 1.6 | 2.0 | 2.2 | 1.8 | 1.9 | 3.0 | 2.1 | 2.7 | 3.1 | 3.2 | 6.7 | 2.0 | 1.8 | 2.2 | 3.0 | 3.2 | 2.9 | 2.6 | 2.2 | 2.5 | 2.2 | 2.6 | 4.8 | 4.3 | 4.5 | 3.2 |
| Treynor Ratio | NA | -0.04 | -0.03 | -0.03 | 0.0 | NA | NA | 0.02 | NA | -0.04 | 0.02 | -0.14 | 0.0 | 0.04 | 0.07 | -0.02 | 0.04 | -0.01 | 0.03 | 0.1 | -0.06 | 0.07 | 0.1 | 0.01 | 0.17 | -0.06 | 0.0 | 0.0 | 0.0 | 0.03 | 0.05 | 0.08 | 0.02 | 0.08 | -0.11 | 0.01 | 0.06 | 0.0 | 0.14 | -0.18 | 0.04 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 |
| Beta | NA | 0.11 | 0.51 | 0.54 | 0.66 | NA | NA | 0.7 | 0.0 | 0.42 | 0.8 | 0.78 | 0.72 | 0.84 | 0.66 | 0.66 | 0.67 | 0.63 | 0.68 | 0.72 | 0.72 | 0.84 | 0.87 | 0.92 | 0.77 | 0.92 | 0.61 | 0.55 | 0.61 | 0.68 | 0.69 | 0.65 | 0.71 | 0.63 | 0.73 | 0.6 | 0.7 | 0.86 | 0.77 | 0.51 | 0.51 |
| RSquared | NA | 0.13 | 0.61 | 0.62 | 0.55 | NA | NA | 0.63 | 0.0 | 0.49 | 0.94 | 0.95 | 0.55 | 0.98 | 0.04 | 0.74 | 0.74 | 0.82 | 0.82 | 0.72 | 0.87 | 0.8 | 0.81 | 0.77 | 0.66 | 0.81 | 0.55 | 0.53 | 0.56 | 0.78 | 0.76 | 0.65 | 0.71 | 0.71 | 0.71 | 0.69 | 0.72 | 0.76 | 0.62 | 0.59 | 0.24 |
| Yield(%) | N/A | 0.9 | 1.6 | 1.5 | 1.8 | 2.3 | 2.6 | N/A | 0.0 | 1.5 | 2.1 | 1.5 | 1.5 | 1.6 | 2.0 | 2.1 | 2.2 | 2.3 | 2.6 | 2.8 | 2.7 | 2.9 | 3.2 | 4.4 | 4.4 | 3.8 | 3.9 | 3.2 | 3.4 | 3.2 | 3.2 | 2.3 | 4.2 | 4.6 | 4.4 | 5.2 | 4.5 | 4.7 | 5.2 | 4.6 | 1.9 |
| Dividend Growth(%) | N/A | -55.9 | -9.2 | -29.6 | -45.7 | -41.4 | N/A | N/A | -100.0 | -29.7 | 25.9 | -1.4 | -5.4 | -15.2 | -4.9 | -4.4 | -8.0 | -10.6 | -4.9 | -2.8 | -5.6 | -3.2 | -29.3 | 8.6 | 6.5 | -3.7 | 20.9 | -5.2 | 4.8 | 0.3 | 48.0 | -46.6 | -4.1 | -2.8 | -17.6 | 20.1 | -6.5 | -1.6 | 2.1 | 135.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/1994
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