Ratings & Risk for Putnam Tax Exempt Income A (PTAEX)

Morningstar Category: Muni National Long
Number of funds in Category: —
  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Average
    62
    5-Year Average Average
    61
    10-Year Average Below Average
    60
    Overall Average Average
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009
  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 6.92 0.26 0.11
    5-Year 5.52 0.29 0.08
    10-Year 4.96 0.40 0.38
    15-Year 4.78 0.43 0.32
    20-Year 5.19 0.47 0.32
    Trailing data as of 10/31/2009
  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 75.07 1.16 -1.13
    3-Year 87.50 1.07 -1.23
    5-Year 87.84 1.05 -0.83
    10-Year 89.91 1.01 -0.82

    Barclays Municipal TR USD

    Trailing data as of 10/31/2009