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Putnam Ohio Tax Exempt Income Fund Y Shs: (MF: POTYX)
(NASDAQ Mutual Funds) As of Jun 23, 2025 08:00 PM ET
$8.12 USD
+0.01 (0.12%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -1.54 | 27 |
| 3 months | -2.89 | 35 |
| 6 months | -2.91 | 28 |
| 1 Year | 1.62 | 27 |
| 3 Year | 1.60 | 12 |
| 5 Year | 0.52 | 23 |
| 10 Year | 1.65 | 28 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 61.59 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 1.49 |
| 5 Year | 0.97 |
| 10 Year | 1.70 |
| Since Inception | 2.66 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.39 | NA | NA | NA |
| 2024 | 0.03 | 0.40 | 2.72 | -1.20 |
| 2023 | 2.67 | -0.12 | -3.97 | 7.65 |
| 2022 | -5.57 | -4.01 | -3.60 | 4.38 |
| 2021 | -0.16 | 1.90 | -0.39 | 0.38 |
| 2020 | -0.79 | 1.86 | 1.36 | 1.79 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -1.54 | 1.93 | 6.01 | -8.79 | 1.72 | 4.27 | 6.77 | 0.57 | 3.78 | 0.19 | 2.39 |
| % Total Return Rel to Index | -0.57 | 0.99 | -0.38 | -0.27 | 0.20 | -0.92 | -0.78 | -0.70 | -1.66 | -0.04 | -0.90 |
| % Total Return Rel to Peer | 0.22 | 0.36 | 0.65 | 0.62 | 0.44 | 0.20 | 0.44 | 0.04 | 0.42 | 0.30 | 0.11 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 2.00 | 2.00 | 3.00 | 2.00 | 4.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.11 | 0.26 | 0.24 | 0.20 | 0.19 | 0.20 | 0.25 | 0.23 | 0.20 | 0.26 | 0.28 |
| % Yield | 1.34 | 3.00 | 3.03 | 2.45 | 2.06 | 2.13 | 2.65 | 2.60 | 2.16 | 2.84 | 3.01 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.01 | 0.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.32 | 0.66 | 0.61 | 0.60 | 0.61 | 0.62 | 0.61 | 0.61 | 0.59 | 0.57 |
* 1 = Top 20%, 5 = Bottom 20%