Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMNYX (Putnam Minnesota Tx Exmpt Incm Fd Y Shs) | NA | 3.37% | 4.88% | 0.88% | 2.14% | 2.87% | NA | … | … |
Data as of 11/13/2025, Common starting date is 01/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMNYX (Putnam Minnesota Tx Exmpt Incm Fd Y Shs) | 01/25/2008 | 11/13/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.37 | 4.88 | 0.88 | 2.14 | 2.87 | NA | … | … | 1.85 | 1.42 | 6.30 | -8.14 | 0.87 | 4.16 | 6.97 | 0.61 | 4.71 | 0.47 | 2.60 | 8.39 | -2.43 | 6.85 | 10.36 | 2.26 | 15.65 | -9.79 |
| Sharpe Ratio | NA | -0.24 | 0.21 | -0.43 | 0.12 | NA | NA | … | … | -0.15 | -1.43 | 0.49 | -2.24 | 0.55 | 0.56 | 2.96 | -0.40 | 2.02 | 0.13 | 1.55 | 4.70 | -0.88 | 3.28 | 1.36 | 0.75 | 5.08 | -1.87 |
| Standard Deviation(%) | NA | 5.34 | 4.44 | 3.96 | 3.78 | NA | NA | … | … | 5.48 | 3.62 | 4.23 | 4.28 | 1.54 | 7.04 | 1.88 | 1.76 | 2.02 | 2.02 | 1.66 | 1.78 | 2.80 | 2.09 | 7.60 | 2.91 | 3.06 | 6.01 |
| Draw Down(%) | NA | 5.98 | 6.89 | 13.58 | 13.58 | NA | NA | … | … | 5.55 | 2.68 | 6.89 | 13.09 | 1.95 | 10.08 | 1.46 | 1.77 | 1.18 | 4.11 | 1.71 | 0.99 | 6.44 | 1.44 | 4.89 | 5.42 | 2.20 | 13.24 |
| Yield(%) | 0.00 | 3.13 | 3.08 | 2.40 | 2.64 | 3.05 | 2.70 | … | … | 2.64 | 2.96 | 2.80 | 2.11 | 1.89 | 2.22 | 2.61 | 2.84 | 3.34 | 3.06 | 3.18 | 3.42 | 3.63 | 3.55 | 4.11 | 3.87 | 4.52 | 0.67 |
Data as of 11/13/2025, Common starting date is 01/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMNYX (Putnam Minnesota Tx Exmpt Incm Fd Y Shs) |
-3.10%
Oct 2020 – Oct 2023 |
-0.09%
Oct 2017 – Oct 2022 |
1.26%
Oct 2012 – Oct 2022 |
2.48%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMNYX (Putnam Minnesota Tx Exmpt Incm Fd Y Shs) |
9.28%
Dec 2008 – Dec 2011 |
6.40%
Oct 2008 – Oct 2013 |
4.82%
Dec 2008 – Dec 2018 |
3.83%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart