Nasdaq - Delayed Quote USD

Putnam Strategic Intermediate Muncpl A (PPNAX)

13.88 -0.04 (-0.29%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.55%
5y Average Return 1.92%
Number of Years Up 24
Number of Years Down 6
Best 1Y Total Return (Apr 24, 2024) 11.30%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 11.30%
Worst 3Y Total Return -0.36%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PPNAX
Category
YTD
0.17%
1.33%
1-Month
0.11%
0.30%
3-Month
0.17%
1.53%
1-Year
3.97%
4.61%
3-Year
0.31%
4.51%
5-Year
2.09%
2.72%
10-Year
2.85%
3.64%
Last Bull Market
4.63%
5.19%
Last Bear Market
-2.54%
5.33%

Annual Total Return (%) History

Year
PPNAX
Category
2024
--
--
2023
6.53%
--
2022
-7.21%
--
2021
2.27%
--
2020
4.24%
4.51%
2019
8.13%
6.91%
2018
0.51%
0.78%
2017
5.79%
4.61%

2016
-0.19%
-0.20%
2015
2.64%
2.50%
2014
10.10%
6.77%
2013
-3.56%
-2.27%
2012
8.06%
5.62%
2011
10.40%
9.00%
2010
1.99%
2.22%
2009
11.30%
11.41%
2008
-3.09%
-2.32%
2007
3.12%
2.75%
2006
3.85%
3.67%
2005
2.82%
1.80%
2004
3.63%
2.83%
2003
4.54%
4.10%
2002
9.62%
8.57%
2001
3.65%
4.39%
2000
12.56%
9.16%
1999
-4.24%
-2.06%
1998
4.90%
5.53%
1997
8.29%
7.50%
1996
3.24%
3.66%
1995
17.63%
12.80%
1994
-5.78%
-3.22%
1993
--
9.92%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.17% -- -- --
2023 2.64% 0.08% -2.64% 6.52%
2022 -5.29% -2.54% -2.58% 3.20%
2021 0.34% 1.71% -0.38% 0.59%
2020 -2.00% 2.27% 1.95% 2.02%
2019 2.94% 2.45% 1.81% 0.71%
2018 -1.18% 0.66% -0.16% 1.20%
2017 1.31% 1.87% 1.40% 1.09%
2016 1.50% 2.71% -0.33% -3.95%
2015 1.04% -0.90% 1.11% 1.37%

2014 3.31% 2.95% 1.78% 1.70%
2013 0.26% -3.29% -0.82% 0.29%
2012 2.44% 2.13% 2.44% 0.82%
2011 -0.15% 3.96% 4.20% 2.06%
2010 1.68% 1.82% 3.61% -4.92%
2009 2.83% 2.34% 7.58% -1.69%
2008 -1.00% 0.68% -3.94% 1.21%
2007 0.53% -0.80% 1.81% 1.57%
2006 -0.09% -0.19% 3.28% 0.83%
2005 -0.38% 2.75% -0.18% 0.62%
2004 1.36% -2.56% 3.91% 0.98%
2003 1.01% 2.45% -0.07% 1.09%
2002 0.98% 3.88% 4.62% -0.11%
2001 1.73% 0.08% 2.98% -1.14%
2000 3.44% 1.48% 2.15% 4.98%
1999 0.37% -2.61% -1.11% -0.94%
1998 0.69% 1.12% 2.69% 0.34%
1997 -0.57% 3.16% 2.82% 2.67%
1996 -2.23% 0.42% 2.40% 2.69%
1995 7.32% 1.72% 2.31% 5.33%
1994 -5.51% 0.47% 0.70% -1.45%
1993 0.72% -- -- --

Rank in Category (By Total Return)

YTD 42
1-Month 37
3-Month 42
1-Year 25
3-Year 7
5-Year 3

Load Adjusted Returns

1-Year 1.63%
3-Year -0.45%
5-Year 1.62%
10-Year 2.62%

Performance & Risk

YTD Return -0.55%
5y Average Return 1.92%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.81
Morningstar Risk Rating

Fund Overview

Category Muni National Interm
Fund Family Franklin Templeton Investments
Net Assets 1.39B
YTD Return 0.17%
Yield 2.76%
Morningstar Rating
Inception Date May 22, 2018

Fund Summary

The fund invests mainly in bonds that pay interest that is exempt from federal income tax (but that may be subject to federal alternative minimum tax (AMT)). The manager normally maintains an average dollar-weighted maturity between three and ten years. Under normal circumstances, the fund invests at least 80% of its net assets in tax-exempt investments. Investments paying interest subject to the federal AMT for individuals are considered tax-exempt investments for purposes of this policy.

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