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Putnam Sustainable Leaders ETF (PLDR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

CUSIP746729102
IssuerPower Corporation of Canada
Inception DateMay 25, 2021
RegionNorth America (U.S.)
CategoryActively Managed, Sustainable
Index TrackedNo Index (Active)
Home Pagewww.putnam.com
Asset ClassEquity

Expense Ratio

The Putnam Sustainable Leaders ETF has a high expense ratio of 0.59%, indicating higher-than-average management fees.


Expense ratio chart for PLDR: current value at 0.59% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.59%

Share Price Chart


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Putnam Sustainable Leaders ETF

Popular comparisons: PLDR vs. MEIAX, PLDR vs. SCHG

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Putnam Sustainable Leaders ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%10.00%20.00%30.00%NovemberDecember2024FebruaryMarchApril
25.40%
19.37%
PLDR (Putnam Sustainable Leaders ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period

Putnam Sustainable Leaders ETF had a return of 8.96% year-to-date (YTD) and 30.02% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date8.96%6.30%
1 month-4.33%-3.13%
6 months25.41%19.37%
1 year30.02%22.56%
5 years (annualized)N/A11.65%
10 years (annualized)N/A10.55%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20243.37%7.21%2.79%
2023-5.41%-1.30%10.85%4.37%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of PLDR is 89, placing it in the top 11% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of PLDR is 8989
Putnam Sustainable Leaders ETF(PLDR)
The Sharpe Ratio Rank of PLDR is 9393Sharpe Ratio Rank
The Sortino Ratio Rank of PLDR is 9393Sortino Ratio Rank
The Omega Ratio Rank of PLDR is 9292Omega Ratio Rank
The Calmar Ratio Rank of PLDR is 7878Calmar Ratio Rank
The Martin Ratio Rank of PLDR is 9090Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Putnam Sustainable Leaders ETF (PLDR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


PLDR
Sharpe ratio
The chart of Sharpe ratio for PLDR, currently valued at 2.43, compared to the broader market-1.000.001.002.003.004.002.43
Sortino ratio
The chart of Sortino ratio for PLDR, currently valued at 3.52, compared to the broader market-2.000.002.004.006.008.003.52
Omega ratio
The chart of Omega ratio for PLDR, currently valued at 1.43, compared to the broader market1.001.502.001.43
Calmar ratio
The chart of Calmar ratio for PLDR, currently valued at 1.48, compared to the broader market0.002.004.006.008.0010.001.48
Martin ratio
The chart of Martin ratio for PLDR, currently valued at 11.80, compared to the broader market0.0010.0020.0030.0040.0050.0060.0011.80
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.92, compared to the broader market-1.000.001.002.003.004.001.92
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.78, compared to the broader market-2.000.002.004.006.008.002.78
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market1.001.502.001.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.47, compared to the broader market0.002.004.006.008.0010.001.47
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.64, compared to the broader market0.0010.0020.0030.0040.0050.0060.007.64

Sharpe Ratio

The current Putnam Sustainable Leaders ETF Sharpe ratio is 2.43. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2024FebruaryMarchApril
2.43
1.92
PLDR (Putnam Sustainable Leaders ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Putnam Sustainable Leaders ETF granted a 0.51% dividend yield in the last twelve months. The annual payout for that period amounted to $0.15 per share.


PeriodTTM202320222021
Dividend$0.15$0.15$0.13$0.11

Dividend yield

0.51%0.56%0.63%0.39%

Monthly Dividends

The table displays the monthly dividend distributions for Putnam Sustainable Leaders ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.15
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.13
2021$0.11

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-4.45%
-3.50%
PLDR (Putnam Sustainable Leaders ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Putnam Sustainable Leaders ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Putnam Sustainable Leaders ETF was 29.57%, occurring on Jun 16, 2022. Recovery took 403 trading sessions.

The current Putnam Sustainable Leaders ETF drawdown is 4.45%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-29.57%Nov 22, 2021143Jun 16, 2022403Jan 25, 2024546
-6.86%Sep 7, 202120Oct 4, 202116Oct 26, 202136
-6.55%Mar 22, 202420Apr 19, 2024
-2.46%Jul 13, 20215Jul 19, 20213Jul 22, 20218
-1.62%Feb 12, 20242Feb 13, 20246Feb 22, 20248

Volatility

Volatility Chart

The current Putnam Sustainable Leaders ETF volatility is 3.81%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%NovemberDecember2024FebruaryMarchApril
3.81%
3.58%
PLDR (Putnam Sustainable Leaders ETF)
Benchmark (^GSPC)