PMO vs CARK

Comparison between Putnam Municipal Opportunities Trust (PMO, ETF) and CASTLEARK LARGE GROWTH ETF (CARK, ETF).

PMO vs CARK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PMO(ETF)	CARK(ETF)
Net Assets	$310M	$309M
Expense Ratio	N/A	0.54%
Max Drawdown	44.44%	25.24%
Sharpe Ratio	0.90	0.80
5Y Beta	0.19	1.21
P/E Ratio	N/A	36.14
Forward P/E	N/A	27.47
PEG Ratio	N/A	0.48
5Y Dividends CAGR	-7.33%	N/A
5Y EPS CAGR	N/A	43.83%
Debt to Equity	N/A	43.19%
P/S Ratio	N/A	9.80
P/B Ratio	N/A	14.11

Net Assets

Winner

PMO

$310M

CARK

$309M

Expense Ratio

PMO

N/A

CARK

0.54%

Max Drawdown

PMO

44.44%

Winner

CARK

25.24%

Sharpe Ratio

Winner

PMO

0.90

CARK

0.80

5Y Beta

Winner

PMO

0.19

CARK

1.21

P/E Ratio

PMO

N/A

CARK

36.14

Forward P/E

PMO

N/A

CARK

27.47

PEG Ratio

PMO

N/A

CARK

0.48

5Y Dividends CAGR

PMO

-7.33%

CARK

N/A

5Y EPS CAGR

PMO

N/A

CARK

43.83%

Debt to Equity

PMO

N/A

CARK

43.19%

P/S Ratio

PMO

N/A

CARK

9.80

P/B Ratio

PMO

N/A

CARK

14.11

PMO vs CARK - Historical Returns

Returns include dividend reinvestment.

Period	PMO	CARK
1 month	+1.26%	+1.23%
3 months	-1.13%	+8.69%
6 months	+0.93%	+4.88%
1 year	+11.67%	+17.50%
5 years(CAGR)	-1.40%	N/A
10 years(CAGR)	+2.50%	N/A
Max(CAGR)	+5.13%	+18.27%

Winner

PMO

+1.26%

CARK

+1.23%

PMO

-1.13%

Winner

CARK

+8.69%

PMO

+0.93%

Winner

CARK

+4.88%

PMO

+11.67%

Winner

CARK

+17.50%

5Y(CAGR)

PMO

-1.40%

CARK

N/A

10Y(CAGR)

PMO

+2.50%

CARK

N/A

Max(CAGR)

PMO

+5.13%

Winner

CARK

+18.27%

PMO vs CARK - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PMO	CARK
2026	-0.39%	+4.53%
2025	+9.91%	+10.53%
2024	+2.45%	+28.67%
2023	-3.28%	+3.57%
2022	-19.78%	N/A
2021	+9.37%	N/A
2020	+9.03%	N/A
2019	+21.21%	N/A
2018	-4.43%	N/A
2017	+8.53%	N/A
2016	+2.30%	N/A
2015	+8.40%	N/A
2014	+18.82%	N/A
2013	-14.31%	N/A
2012	+12.61%	N/A
2011	+22.64%	N/A
2010	+4.65%	N/A
2009	+34.84%	N/A
2008	-17.87%	N/A
2007	-1.05%	N/A
2006	+10.34%	N/A
2005	-0.56%	N/A
2004	+0.91%	N/A
2003	+15.65%	N/A
2002	+1.00%	N/A
2001	+3.07%	N/A
2000	+18.39%	N/A
1999	-11.15%	N/A

PMO vs CARK Drawdown Comparison

The maximum drawdown for PMO was -36.47%, occurring on Oct 23, 2023. This drawdown has not yet recovered.

The maximum drawdown for CARK was -25.22%, occurring on Apr 8, 2025. Recovery took 154 trading sessions.

The current PMO drawdown is -13.98%. The current CARK drawdown is -4.93%.

Rank	PMO	CARK
#1	-36.47% Dec 23, 2021 - Oct 23, 2023	-25.22% Dec 11, 2024 - Jul 28, 2025
#2	-30.16% Apr 3, 2007 - Sep 3, 2009	-16.50% Oct 29, 2025 - May 6, 2026
#3	-26.06% Feb 25, 2020 - Jul 17, 2020	-14.79% Jul 10, 2024 - Dec 2, 2024
#4	-22.27% Nov 30, 2012 - Jan 15, 2015	-7.76% Mar 21, 2024 - May 21, 2024
#5	-15.92% Oct 18, 2010 - Aug 17, 2011	-4.93% Jun 1, 2026 - Jun 5, 2026
#6	-14.04% Aug 22, 2016 - Feb 14, 2019	-3.36% Feb 9, 2024 - Feb 22, 2024
#7	-13.12% Apr 1, 2004 - Oct 27, 2006	-3.31% Oct 9, 2025 - Oct 27, 2025
#8	-12.90% Nov 5, 1999 - Jul 11, 2000	-2.92% Dec 28, 2023 - Jan 10, 2024
#9	-10.47% Oct 7, 2002 - May 6, 2003	-2.69% May 14, 2026 - May 28, 2026
#10	-10.09% Sep 18, 2001 - Sep 4, 2002	-2.64% Sep 22, 2025 - Oct 6, 2025
#11	-8.71% Aug 18, 2021 - Dec 20, 2021	-2.58% Jun 18, 2024 - Jul 2, 2024
#12	-7.75% Jul 7, 2003 - Dec 18, 2003	-2.53% Aug 14, 2025 - Aug 28, 2025
#13	-7.05% Aug 5, 2020 - Dec 15, 2020	-2.42% Jul 28, 2025 - Aug 6, 2025
#14	-6.52% Feb 2, 2015 - Oct 21, 2015	-2.30% May 28, 2024 - Jun 5, 2024
#15	-5.79% Jul 8, 2016 - Aug 17, 2016	-2.24% Aug 28, 2025 - Sep 9, 2025

Correlation

Correlation between PMO and CARK is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2000 - 2026)

PMO vs CARK dividend yield comparison.

Year	PMO	CARK
2026	1.89%	0.00%
2025	4.25%	0.01%
2024	4.15%	0.02%
2023	4.64%	0.00%
2022	5.87%	0.00%
2021	4.42%	0.00%
2020	4.65%	0.00%
2019	4.85%	0.00%
2018	5.55%	0.00%
2017	5.26%	0.00%
2016	5.89%	0.00%
2015	5.81%	0.00%
2014	5.95%	0.00%
2013	6.35%	0.00%
2012	5.82%	0.00%
2011	6.48%	0.00%
2010	7.32%	0.00%
2009	6.70%	0.00%
2008	7.36%	0.00%
2007	5.10%	0.00%
2006	5.04%	0.00%
2005	6.25%	0.00%
2004	7.59%	0.00%
2003	7.25%	0.00%
2002	7.47%	0.00%
2001	7.09%	0.00%
2000	2.91%	0.00%