Putnam Sustainable Future Fund (PMVAX)
The fund invests mainly in common stocks of U.S. companies of any size, with a focus on companies whose products and services adviser believes provide solutions that directly contribute to sustainable social, environmental and economic development (Impact Companies). The adviser considers, among other factors, a company's impact on sustainable environmental, social and economic development, valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.
Fund Info
US7468025116
746802511
Nov 1, 1999
$0
Mid-Cap
Growth
Expense Ratio
PMVAX has a high expense ratio of 1.00%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Putnam Sustainable Future Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Putnam Sustainable Future Fund had a return of 4.66% year-to-date (YTD) and 3.62% in the last 12 months. Over the past 10 years, Putnam Sustainable Future Fund had an annualized return of 1.59%, while the S&P 500 had an annualized return of 11.26%, indicating that Putnam Sustainable Future Fund did not perform as well as the benchmark.
PMVAX
4.66%
-1.69%
-3.69%
3.62%
1.39%
1.59%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of PMVAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 7.31% | 4.66% | |||||||||||
| 2024 | 1.91% | 6.53% | 2.76% | -5.74% | 5.35% | 0.98% | 0.18% | 1.57% | 2.31% | -1.73% | 7.44% | -16.24% | 2.99% |
| 2023 | 7.56% | -1.73% | 2.76% | -2.50% | 2.38% | 5.88% | 3.06% | -2.30% | -5.17% | -3.63% | 12.44% | 8.27% | 28.60% |
| 2022 | -13.90% | -2.60% | 1.46% | -12.00% | -3.63% | -7.47% | 11.29% | -4.07% | -9.10% | 5.07% | 4.25% | -6.92% | -33.93% |
| 2021 | 0.96% | 2.21% | -0.85% | 4.48% | -1.83% | 7.29% | 1.80% | 2.05% | -5.35% | 6.19% | -7.59% | -16.35% | -9.12% |
| 2020 | 1.27% | -4.08% | -13.27% | 14.58% | 11.07% | 4.62% | 8.89% | 6.09% | 0.64% | -1.31% | 11.90% | -3.98% | 38.29% |
| 2019 | 9.32% | 5.98% | 1.32% | 3.44% | -4.24% | 5.63% | 2.32% | -4.15% | -1.16% | 1.69% | 5.06% | -0.67% | 26.35% |
| 2018 | 4.67% | -4.65% | -1.71% | 0.26% | 3.47% | 0.94% | 2.40% | 4.82% | -0.64% | -8.57% | 2.36% | -28.60% | -26.81% |
| 2017 | 3.24% | 1.23% | -0.86% | 0.46% | -1.63% | 2.23% | 0.86% | -1.16% | 3.16% | 0.20% | 1.82% | -3.68% | 5.79% |
| 2016 | -5.70% | 1.50% | 6.94% | 1.72% | 1.47% | -0.95% | 2.19% | 0.55% | 0.71% | -2.60% | 5.91% | -0.08% | 11.60% |
| 2015 | -2.49% | 7.03% | 0.05% | -1.44% | 0.91% | -1.20% | 1.17% | -4.10% | -5.27% | 5.23% | -0.52% | -1.42% | -2.70% |
| 2014 | -2.53% | 5.62% | 0.00% | -0.36% | 1.39% | 3.60% | -4.25% | 3.37% | -2.87% | 3.05% | 2.52% | 2.61% | 12.29% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PMVAX is 8, meaning it’s performing worse than 92% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Putnam Sustainable Future Fund (PMVAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Putnam Sustainable Future Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.22 | $0.00 | $0.18 | $1.61 | $1.87 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 1.50% | 0.00% | 0.94% | 9.45% | 9.73% |
Monthly Dividends
The table displays the monthly dividend distributions for Putnam Sustainable Future Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $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 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.61 | $1.61 |
| 2014 | $1.87 | $1.87 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Putnam Sustainable Future Fund. 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 Future Fund was 60.43%, occurring on Mar 9, 2009. Recovery took 540 trading sessions.
The current Putnam Sustainable Future Fund drawdown is 30.16%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.43% | Jun 5, 2007 | 442 | Mar 9, 2009 | 540 | Apr 28, 2011 | 982 |
| -52.16% | Nov 9, 2021 | 235 | Oct 14, 2022 | — | — | — |
| -38.19% | Sep 17, 2018 | 69 | Dec 24, 2018 | 394 | Jul 20, 2020 | 463 |
| -34.03% | Apr 18, 2002 | 122 | Oct 9, 2002 | 300 | Dec 18, 2003 | 422 |
| -25.65% | May 2, 2011 | 108 | Oct 3, 2011 | 113 | Mar 15, 2012 | 221 |
Volatility
Volatility Chart
The current Putnam Sustainable Future Fund volatility is 4.38%, 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.