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 above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Putnam Sustainable Future Fund (PMVAX) returned -1.50% year-to-date (YTD) and 1.75% over the past 12 months. Over the past 10 years, PMVAX returned 9.05% annually, underperforming the S&P 500 benchmark at 10.84%.
PMVAX
-1.50%
8.56%
-7.71%
1.75%
9.55%
7.76%
9.05%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
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% | -8.78% | -8.96% | 1.91% | 8.44% | -1.50% | |||||||
| 2024 | 1.91% | 6.53% | 2.76% | -5.74% | 5.35% | 0.98% | 0.18% | 1.57% | 2.31% | -1.73% | 7.44% | -6.58% | 14.87% |
| 2023 | 7.57% | -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% | -2.44% | 5.99% |
| 2020 | 1.27% | -4.08% | -13.27% | 14.59% | 11.07% | 4.63% | 8.89% | 6.09% | 0.64% | -1.31% | 11.90% | 6.19% | 52.93% |
| 2019 | 9.32% | 5.98% | 1.32% | 3.44% | -4.24% | 5.63% | 2.32% | -4.15% | -1.16% | 1.69% | 5.06% | 2.01% | 29.77% |
| 2018 | 4.67% | -4.65% | -1.71% | 0.26% | 3.47% | 0.94% | 2.40% | 4.82% | -0.64% | -8.57% | 2.36% | -0.91% | 1.58% |
| 2017 | 3.24% | 1.23% | -0.86% | 0.46% | -1.63% | 2.23% | 0.86% | -1.16% | 3.16% | 0.20% | 1.82% | 0.71% | 10.61% |
| 2016 | -5.70% | 1.49% | 6.94% | 1.72% | 1.47% | -0.95% | 2.19% | 0.55% | 0.71% | -2.60% | 5.91% | 1.22% | 13.05% |
| 2015 | -2.49% | 7.03% | 0.05% | -1.44% | 0.91% | -1.20% | 1.17% | -4.11% | -5.27% | 5.23% | -0.52% | -2.41% | -3.68% |
| 2014 | -2.53% | 5.62% | 0.00% | -0.36% | 1.39% | 3.60% | -4.25% | 3.37% | -2.87% | 3.05% | 2.52% | 1.98% | 11.60% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PMVAX is 12, meaning it’s performing worse than 88% 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.
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Dividends
Dividend History
Putnam Sustainable Future Fund provided a 12.72% dividend yield over the last twelve months, with an annual payout of $2.50 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.50 | $2.50 | $0.00 | $0.00 | $3.72 | $2.52 | $0.48 | $4.47 | $0.89 | $0.42 | $1.42 | $1.75 |
Dividend yield | 12.72% | 12.53% | 0.00% | 0.00% | 16.32% | 10.06% | 2.67% | 31.09% | 4.49% | 2.25% | 8.33% | 9.06% |
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 | $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 | $2.50 | $2.50 |
| 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 | $3.72 | $3.72 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.52 | $2.52 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 | $0.48 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.47 | $4.47 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.89 | $0.89 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | $0.42 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.42 | $1.42 |
| 2014 | $1.75 | $1.75 |
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.
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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 60.59%, occurring on Mar 9, 2009. Recovery took 762 trading sessions.
The current Putnam Sustainable Future Fund drawdown is 14.50%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.59% | Jun 5, 2007 | 442 | Mar 9, 2009 | 762 | Mar 15, 2012 | 1204 |
| -44.2% | Nov 9, 2021 | 235 | Oct 14, 2022 | — | — | — |
| -34.03% | Apr 18, 2002 | 122 | Oct 9, 2002 | 287 | Dec 1, 2003 | 409 |
| -31.43% | Feb 20, 2020 | 23 | Mar 23, 2020 | 50 | Jun 3, 2020 | 73 |
| -18.75% | Mar 23, 2015 | 226 | Feb 11, 2016 | 192 | Nov 14, 2016 | 418 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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