Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POXBX (PUTNAM OHIO TAX EXEMPT INCOME FUND II CLASS B SHARES) | NA | 2.90% | 1.51% | 0.25% | 1.05% | 1.91% | 2.26% | … | … |
Data as of 04/16/2025, Common starting date is 08/11/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POXBX (PUTNAM OHIO TAX EXEMPT INCOME FUND II CLASS B SHARES) | 08/11/1993 | 04/16/2025 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.90 | 1.51 | 0.25 | 1.05 | 1.91 | 2.26 | … | … | 0.00 | 1.73 | 5.04 | -9.59 | 0.33 | 3.53 | 5.90 | 0.07 | 3.57 | -0.38 | 1.83 | 7.57 | -4.36 | 5.83 | 8.89 | 1.18 | 13.06 | -4.45 | 2.98 | 3.40 | 2.30 | 3.05 | 4.40 | 6.33 | 4.16 | 9.56 | -4.31 | 3.78 | 7.90 | 3.22 | 14.87 | -5.99 | 1.73 |
| Sharpe Ratio | NA | -0.25 | -0.48 | -0.54 | -0.07 | NA | NA | … | … | 0.00 | -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 | 0.70 | 1.14 | 1.79 | 0.66 | 2.44 | -3.03 | 0.14 | 1.63 | -0.09 | 2.51 | -2.03 | 0.71 |
| Standard Deviation(%) | NA | 1.92 | 3.66 | 3.12 | 4.08 | NA | NA | … | … | NA | 2.47 | 4.19 | 4.40 | 1.76 | 7.38 | 7.22 | 1.63 | 2.04 | 2.18 | 1.79 | 1.86 | 2.97 | 2.15 | 2.73 | 3.15 | 3.21 | 6.67 | 2.05 | 1.77 | 2.16 | 2.98 | 3.24 | 2.90 | 2.64 | 2.19 | 2.53 | 2.18 | 2.58 | 4.80 | 4.34 | 4.46 | 3.23 |
| Draw Down(%) | NA | 1.68 | 7.96 | 15.62 | 15.62 | NA | NA | … | … | 0.00 | 2.14 | 7.22 | 14.30 | 1.92 | 10.86 | 5.10 | 2.16 | 1.33 | 5.32 | 2.39 | 1.41 | 7.30 | 1.58 | 2.65 | 5.63 | 2.18 | 12.24 | 1.77 | 1.39 | 1.98 | 4.97 | 4.90 | 3.29 | 3.54 | 2.47 | 5.85 | 1.43 | 2.18 | 5.39 | 2.72 | 10.03 | 2.43 |
| Yield(%) | 0.00 | 0.94 | 1.61 | 1.53 | 1.82 | 2.30 | 2.58 | … | … | 0.00 | 1.46 | 2.13 | 1.51 | 1.51 | 1.63 | 1.99 | 2.06 | 2.18 | 2.30 | 2.56 | 2.82 | 2.70 | 2.94 | 3.20 | 4.39 | 4.41 | 3.82 | 3.89 | 3.22 | 3.36 | 3.21 | 3.23 | 2.27 | 4.23 | 4.65 | 4.35 | 5.20 | 4.49 | 4.70 | 5.23 | 4.60 | 1.94 |
Data as of 04/16/2025, Common starting date is 08/11/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POXBX (PUTNAM OHIO TAX EXEMPT INCOME FUND II CLASS B SHARES) |
-3.88%
Oct 2020 – Oct 2023 |
-0.99%
Oct 2017 – Oct 2022 |
0.28%
Oct 2012 – Oct 2022 |
1.77%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POXBX (PUTNAM OHIO TAX EXEMPT INCOME FUND II CLASS B SHARES) |
8.82%
Nov 1994 – Nov 1997 |
5.87%
Jan 2000 – Jan 2005 |
5.30%
Nov 1994 – Nov 2004 |
4.70%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart