Performance analysis of PMO (Putnam Municipal Opportunities Trust)
Annual Return
Over the past 3 years, PMO has had an average annual return of +6.52%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, PMO has had an average annual return of -1.23%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, PMO has had an average annual return of +2.48%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, PMO has had an average annual return of +5.14%, underperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.38% | +10.46% | +3.15% | -1.32% | -20.33% | +10.09% | +9.44% | +23.15% | -4.05% | +8.90% | +2.80% | +8.67% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +18.71% | -12.06% | +11.88% | +21.17% | +4.65% | +37.15% | -17.50% | -1.95% | +10.72% | -0.56% | +1.22% | +15.75% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +2.03% | +5.05% | +21.76% | -11.15% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.14% | +1.73% | -4.44% | +1.06% | +1.45% | -0.19% | -0.38% | ||||||
| 2025 | +4.50% | +2.32% | -4.97% | -2.10% | -1.02% | +1.32% | -0.82% | +1.84% | +4.63% | +0.77% | +0.38% | +3.57% | +10.46% |
| 2024 | +2.40% | -2.07% | +0.05% | -3.99% | +2.83% | +3.37% | +2.59% | -0.24% | +4.84% | -3.44% | +3.97% | -6.49% | +3.15% |
| 2023 | +10.26% | -3.66% | -8.86% | -0.34% | -3.25% | +3.27% | +1.03% | -3.16% | -6.92% | -4.29% | +12.92% | +4% | -1.32% |
| 2022 | -11.58% | -1.07% | -6.31% | -7.79% | +9.15% | +2.02% | +5.21% | -7.30% | -13.60% | +6.17% | +9.31% | -3.19% | -20.33% |
| 2021 | +0.61% | -2.02% | +0.47% | +2.78% | +2.72% | +1.09% | +2.72% | +1.61% | -6.14% | -1.37% | +5.67% | +1.99% | +10.09% |
| 2020 | +2.61% | -2.00% | -8.59% | -2.08% | +9.59% | +1.12% | +6.05% | -1.84% | -1.34% | -1.14% | +5.82% | +2.11% | +9.44% |
| 2019 | +5.91% | +2.14% | +2.27% | +0.27% | +2.40% | +1.87% | +5.09% | +1.08% | -1.63% | +1.25% | +0.94% | -0.35% | +23.15% |
| 2018 | -4.28% | +0.73% | -0.88% | -0.37% | +1.88% | -0.12% | -0.07% | +1.23% | -2.28% | -3.84% | +5.61% | -1.34% | -4.05% |
| 2017 | +3.82% | -0.45% | -1.43% | +2.61% | +1.91% | +0.83% | +1.47% | +0.59% | +0.27% | -1.08% | +0.27% | -0.13% | +8.90% |
Drawdown analysis of PMO (Putnam Municipal Opportunities Trust)
The maximum drawdown for the PMO was -36.47%, occurring on Oct 23, 2023. This drawdown has not yet recovered.
The current PMO drawdown is -13.65%.
Since Nov 1, 1999 PMO has experienced the following drawdowns:
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.47% | Dec 23, 2021 | 459 | Oct 23, 2023 | Ongoing | Ongoing | Ongoing |
| -30.16% | Apr 3, 2007 | 428 | Dec 11, 2008 | 183 | Sep 3, 2009 | 611 |
| -26.06% | Feb 25, 2020 | 19 | Mar 23, 2020 | 81 | Jul 17, 2020 | 100 |
| -22.27% | Nov 30, 2012 | 178 | Aug 16, 2013 | 356 | Jan 15, 2015 | 534 |
| -15.92% | Oct 18, 2010 | 62 | Jan 14, 2011 | 148 | Aug 17, 2011 | 210 |
| -14.04% | Aug 22, 2016 | 59 | Nov 14, 2016 | 565 | Feb 14, 2019 | 624 |
| -13.11% | Apr 1, 2004 | 26 | May 10, 2004 | 623 | Oct 27, 2006 | 649 |
| -12.89% | Nov 5, 1999 | 37 | Dec 30, 1999 | 133 | Jul 11, 2000 | 170 |
| -10.48% | Oct 7, 2002 | 12 | Oct 23, 2002 | 133 | May 6, 2003 | 145 |
| -10.10% | Sep 18, 2001 | 3 | Sep 21, 2001 | 239 | Sep 4, 2002 | 242 |
| -8.71% | Aug 18, 2021 | 49 | Oct 27, 2021 | 37 | Dec 20, 2021 | 86 |
| -7.75% | Jul 7, 2003 | 20 | Aug 4, 2003 | 96 | Dec 18, 2003 | 116 |
| -7.05% | Aug 5, 2020 | 59 | Oct 28, 2020 | 33 | Dec 15, 2020 | 92 |
| -6.52% | Feb 2, 2015 | 87 | Jun 8, 2015 | 95 | Oct 21, 2015 | 182 |
| -5.79% | Jul 8, 2016 | 4 | Jul 14, 2016 | 24 | Aug 17, 2016 | 28 |
| -5.57% | Mar 2, 2012 | 10 | Mar 16, 2012 | 20 | Apr 16, 2012 | 30 |
| -5.56% | Jan 19, 2001 | 7 | Jan 30, 2001 | 75 | May 17, 2001 | 82 |
| -5.42% | Sep 11, 2000 | 52 | Nov 22, 2000 | 23 | Dec 27, 2000 | 75 |
| -5.41% | Aug 20, 2019 | 18 | Sep 16, 2019 | 66 | Dec 18, 2019 | 84 |
| -4.99% | Oct 5, 2009 | 38 | Nov 27, 2009 | 40 | Jan 27, 2010 | 78 |
| -4.95% | Nov 9, 2012 | 4 | Nov 15, 2012 | 3 | Nov 20, 2012 | 7 |
| -4.52% | Feb 11, 2021 | 7 | Feb 23, 2021 | 35 | Apr 14, 2021 | 42 |
| -3.36% | Nov 2, 2015 | 5 | Nov 9, 2015 | 27 | Dec 17, 2015 | 32 |
| -3.22% | May 18, 2001 | 17 | Jun 13, 2001 | 41 | Aug 10, 2001 | 58 |
| -2.82% | Aug 11, 2000 | 10 | Aug 25, 2000 | 9 | Sep 8, 2000 | 19 |