Putnam Sustainable Leaders Fund (PNOPX)

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

Putnam Sustainable Leaders Fund (PNOPX) has returned -11.73% so far this year and 6.23% over the past 12 months. Looking at the last ten years, PNOPX has achieved an annualized return of 13.41%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Jan 2, 1991, PNOPX's average daily return is +0.05%, while the average monthly return is +1.09%. At this rate, your investment would double in approximately 5.3 years.

Historically, 62% of months were positive and 38% were negative. The best month was Dec 1999 with a return of +22.5%, while the worst month was Nov 2000 at -23.3%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 6 months.

On a daily basis, PNOPX closed higher 54% of trading days. The best single day was Dec 8, 2015 with a return of +14.0%, while the worst single day was Dec 7, 2015 at -11.8%.

Putnam Sustainable Leaders Fund has an annualized alpha of 2.58%, beta of 1.08, and R² of 0.79 versus S&P 500 Index. Calculated based on daily prices since January 03, 1991.

• This fund captured 127.35% of S&P 500 Index gains and 113.25% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 2.58% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.08 and R² of 0.79, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

PNOPX has a high expense ratio of 0.99%, indicating above-average management fees.

PNOPX ranks 13 for risk / return — in the bottom 13% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Putnam Sustainable Leaders Fund (PNOPX) and compare them to a chosen benchmark (S&P 500 Index).

Putnam Sustainable Leaders Fund provided a 12.71% dividend yield over the last twelve months, with an annual payout of $13.69 per share. The fund has been increasing its distributions for 2 consecutive years.

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

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.

The table below displays the maximum drawdowns of the Putnam Sustainable Leaders 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 Leaders Fund was 74.15%, occurring on Oct 9, 2002. Recovery took 3585 trading sessions.

The current Putnam Sustainable Leaders Fund drawdown is 13.06%.

The chart below shows the rolling one-month volatility.