PTAEX - Putnam Tax Exempt Income A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return4.77%
5-Year Average Return2.37%
Number of Years Up32
Number of Years Down8
Best 1 Yr Total Return (Nov 29, 2017)17.93%
Worst 1 Yr Total Return (Nov 29, 2017)-9.53%
Best 3-Yr Total Return17.93%
Worst 3-Yr Total Return-1.12%

Trailing Returns (%) Vs. Benchmarks

ReturnPTAEXCategory
YTD4.77%4.82%
1-Month-0.20%0.14%
3-Month-0.13%0.67%
1-Year5.50%1.67%
3-Year2.81%3.03%
5-Year2.37%2.88%
10-Year4.15%4.10%
Last Bull Market6.32%6.62%
Last Bear Market6.50%6.39%

Annual Total Return (%) History

Year
PTAEXCategory
2017
N/AN/A
2016
0.37%0.00%
2015
2.64%3.07%
2014
9.92%10.58%
2013
-4.10%-4.59%
2012
8.79%8.87%
2011
10.77%10.64%
2010
2.48%1.65%
2009
17.93%17.30%
2008
-9.53%-9.45%
2007
2.42%1.27%
2006
4.33%4.57%
2005
3.31%3.10%
2004
4.73%3.77%
2003
5.44%4.90%
2002
7.10%8.45%
2001
4.47%3.92%
2000
10.43%11.24%
1999
-3.67%-4.70%
1998
4.68%5.43%
1997
9.62%9.12%
1996
3.05%3.48%
1995
17.55%17.06%
1994
-7.89%-6.32%
1993
13.38%12.44%
1992
10.51%8.91%
1991
12.72%11.89%
1990
4.93%6.40%
1989
10.89%9.69%
1988
12.95%11.46%
1987
-1.20%-0.89%
1986
21.24%18.10%
1985
23.67%19.80%
1984
4.50%9.27%
1983
13.13%10.81%
1982
52.96%40.04%
1981
-4.73%-6.46%
1980
-5.37%-10.77%
1979
0.76%-1.36%
1978
-6.71%-3.44%
1977
6.99%6.87%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20171.23%2.03%1.26%N/A
20161.48%2.83%-0.27%-3.55%
20151.17%-1.10%1.17%1.40%
20143.53%2.75%1.78%1.53%
20130.13%-3.40%-1.06%0.20%
20122.65%2.39%2.52%0.95%
20110.19%4.14%3.91%2.17%
20101.74%1.98%3.73%-4.78%
20095.17%4.06%9.44%-1.55%
2008-0.87%0.63%-4.73%-4.81%
20070.67%-0.57%1.40%0.91%
20060.13%0.15%2.92%1.09%
2005-0.09%2.80%0.05%0.54%
20041.78%-2.18%3.66%1.48%
20030.11%3.82%0.26%1.18%
20021.06%3.13%2.43%0.32%
20012.41%0.93%2.09%-1.00%
20002.57%1.25%2.42%3.82%
19990.55%-1.78%-1.13%-1.34%
19980.80%1.35%2.23%0.23%
1997-0.04%3.59%3.15%2.64%
1996-2.46%0.15%2.62%2.79%
19957.57%1.17%2.09%5.81%
1994-6.47%0.38%0.40%-2.28%
19934.67%3.70%3.35%1.08%
19920.18%5.31%2.95%1.74%
19912.23%1.28%4.94%3.75%
1990-0.77%2.51%-1.64%4.87%
19890.54%6.94%-1.07%4.25%
19882.62%2.67%3.80%3.29%
19872.03%-6.04%-3.53%6.83%
198611.04%-0.79%4.95%4.86%
19855.18%8.40%-0.02%8.49%
19841.62%-4.16%2.38%4.81%
19836.11%1.29%2.57%2.62%
19828.56%5.18%21.86%9.94%
19813.58%0.86%-10.17%1.52%
1980-11.25%18.28%-7.41%-2.64%
19793.51%2.67%-1.30%-3.93%
19780.42%-5.01%0.63%-2.81%
19770.34%3.25%2.18%1.08%

Rank In Category (By Total Return)

YTD43
1-Month39
3-Month23
1-Year52
3-Year50
5-Year54

Load Adjusted Returns

1-Year1.28%
3-Year1.42%
5-Year1.54%
10-Year3.72%