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

ETF Info

CUSIP

746729102

Issuer

Power Corporation of Canada

Inception Date

May 25, 2021

Region

North America (U.S.)

Leveraged

1x

Index Tracked

No Index (Active)

Asset Class

Equity

Expense Ratio

PLDR features an expense ratio of 0.59%, falling within the medium range.


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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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
PLDR vs. MEIAX PLDR vs. SCHG PLDR vs. SPMO PLDR vs. GARP PLDR vs. FITLX PLDR vs. FFLC PLDR vs. PVAL PLDR vs. IVE PLDR vs. QUAL PLDR vs. SPHQ
Popular comparisons:
PLDR vs. MEIAX PLDR vs. SCHG PLDR vs. SPMO PLDR vs. GARP PLDR vs. FITLX PLDR vs. FFLC PLDR vs. PVAL PLDR vs. IVE PLDR vs. QUAL PLDR vs. SPHQ

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.


-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
5.46%
10.26%
PLDR (Putnam Sustainable Leaders ETF)
Benchmark (^GSPC)

Returns By Period

Putnam Sustainable Leaders ETF had a return of 26.63% year-to-date (YTD) and 27.24% in the last 12 months.


PLDR

YTD

26.63%

1M

-0.39%

6M

5.58%

1Y

27.24%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

26.63%

1M

1.18%

6M

10.44%

1Y

27.03%

5Y*

13.30%

10Y*

11.23%

Monthly Returns

The table below presents the monthly returns of PLDR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20243.37%7.21%2.79%-4.58%6.00%3.71%-0.06%2.26%2.26%-2.22%5.63%26.63%
20235.77%-2.51%3.12%1.50%1.47%5.68%2.32%-0.36%-5.41%-1.30%10.85%4.37%27.47%
2022-7.06%-4.67%2.85%-9.72%-1.11%-8.72%11.05%-3.86%-8.02%7.65%5.19%-6.20%-22.52%
20210.19%3.18%3.12%3.06%-5.50%7.53%-1.74%1.71%11.57%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 80, PLDR is among the top 20% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of PLDR is 8080
Overall Rank
The Sharpe Ratio Rank of PLDR is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of PLDR is 8181
Sortino Ratio Rank
The Omega Ratio Rank of PLDR is 8282
Omega Ratio Rank
The Calmar Ratio Rank of PLDR is 7979
Calmar Ratio Rank
The Martin Ratio Rank of PLDR is 7979
Martin 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.


Sharpe ratio
The chart of Sharpe ratio for PLDR, currently valued at 2.06, compared to the broader market0.002.004.002.062.16
The chart of Sortino ratio for PLDR, currently valued at 2.76, compared to the broader market-2.000.002.004.006.008.0010.002.762.87
The chart of Omega ratio for PLDR, currently valued at 1.38, compared to the broader market0.501.001.502.002.503.001.381.40
The chart of Calmar ratio for PLDR, currently valued at 2.81, compared to the broader market0.005.0010.0015.002.813.19
The chart of Martin ratio for PLDR, currently valued at 11.24, compared to the broader market0.0020.0040.0060.0080.00100.0011.2413.87
PLDR
^GSPC

The current Putnam Sustainable Leaders ETF Sharpe ratio is 2.06. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Putnam Sustainable Leaders ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
2.06
2.16
PLDR (Putnam Sustainable Leaders ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Putnam Sustainable Leaders ETF provided a 0.37% dividend yield over the last twelve months, with an annual payout of $0.13 per share. The fund has been increasing its distributions for 2 consecutive years.


0.40%0.45%0.50%0.55%0.60%$0.00$0.05$0.10$0.15202120222023
Dividends
Dividend Yield
PeriodTTM202320222021
Dividend$0.13$0.15$0.13$0.11

Dividend yield

0.37%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.13$0.13
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$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$0.13
2021$0.11$0.11

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-2.81%
-0.82%
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 2.81%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-29.57%Nov 22, 2021143Jun 16, 2022403Jan 25, 2024546
-9.68%Jul 17, 202414Aug 5, 202432Sep 19, 202446
-6.86%Sep 7, 202120Oct 4, 202116Oct 26, 202136
-6.55%Mar 22, 202420Apr 19, 202418May 15, 202438
-5.34%Dec 5, 202411Dec 19, 2024

Volatility

Volatility Chart

The current Putnam Sustainable Leaders ETF volatility is 3.90%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%JulyAugustSeptemberOctoberNovemberDecember
3.90%
3.96%
PLDR (Putnam Sustainable Leaders ETF)
Benchmark (^GSPC)
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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