Putnam Sustainable Leaders Fund (PNOPX)

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Putnam Sustainable Leaders Fund (PNOPX) is up 3.7% since the beginning of the year. PNOPX is currently trading at $127 per share. Investors who bought $1,000 worth of PNOPX shares 5 years ago would now be looking at an investment worth $1,537.

Putnam Sustainable Leaders Fund (PNOPX) has returned 3.72% so far this year and 18.23% over the past 12 months. Looking at the last ten years, PNOPX has achieved an annualized return of 15.17%, outperforming the S&P 500 Index benchmark, which averaged 13.88% 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 +1.12%. At this rate, an investment would double in approximately 5.2 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 2.55%, beta of 1.08, and R2 of 0.79 versus S&P 500 Index. Calculated based on daily prices since January 02, 1991.

• This fund captured 127.01% of S&P 500 Index gains and 113.31% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 2.55% 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 24 for risk / return — below 24% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

Putnam Sustainable Leaders Fund provided a 10.81% 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 1.04%.

The chart below shows the rolling one-month volatility.