Putnam Sustainable Leaders Fund (PNOPX)
The fund mainly invests in common stocks of U.S. companies of any size, with a focus on companies that the advisor believes exhibit a commitment to financially material sustainable business practices. The advisor considers, among other factors, a company's sustainable business practices, 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
US7469161050
746916105
Aug 31, 1990
$0
Large-Cap
Growth
Expense Ratio
PNOPX has a high expense ratio of 0.99%, 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 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.
Returns By Period
Putnam Sustainable Leaders Fund had a return of 24.92% year-to-date (YTD) and 25.51% in the last 12 months. Over the past 10 years, Putnam Sustainable Leaders Fund had an annualized return of 7.44%, while the S&P 500 had an annualized return of 11.11%, indicating that Putnam Sustainable Leaders Fund did not perform as well as the benchmark.
PNOPX
24.92%
-1.50%
4.78%
25.51%
7.76%
7.44%
^GSPC (Benchmark)
25.25%
0.08%
9.66%
25.65%
13.17%
11.11%
Monthly Returns
The table below presents the monthly returns of PNOPX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.27% | 7.55% | 2.51% | -4.71% | 6.10% | 3.70% | -0.15% | 2.25% | 2.24% | -2.19% | 5.40% | 24.92% | |
| 2023 | 5.62% | -2.49% | 3.28% | 1.70% | 1.00% | 5.36% | 2.30% | -0.60% | -5.30% | -1.16% | 10.54% | 1.29% | 22.67% |
| 2022 | -7.07% | -4.86% | 2.35% | -8.90% | -1.28% | -8.46% | 10.95% | -4.26% | -7.81% | 7.33% | 5.27% | -13.35% | -28.59% |
| 2021 | -0.53% | 1.80% | 4.17% | 5.56% | -0.45% | 2.96% | 3.12% | 3.00% | -5.63% | 7.61% | -1.78% | -8.56% | 10.55% |
| 2020 | 1.42% | -7.33% | -10.46% | 11.68% | 6.13% | 4.40% | 6.38% | 7.62% | -2.93% | -2.25% | 9.99% | -3.72% | 19.80% |
| 2019 | 8.36% | 5.49% | 2.53% | 5.36% | -5.14% | 6.59% | 1.28% | -2.27% | 0.60% | 1.59% | 4.38% | -3.76% | 26.87% |
| 2018 | 8.59% | -3.19% | -1.78% | 0.47% | 3.70% | -0.37% | 3.37% | 3.64% | 0.15% | -8.31% | 1.95% | -22.49% | -16.69% |
| 2017 | 4.67% | 3.43% | 1.26% | 2.54% | 2.55% | -0.17% | 2.33% | 1.82% | 1.50% | 3.76% | 2.20% | -4.30% | 23.51% |
| 2016 | -6.86% | -0.86% | 6.29% | 0.05% | 2.91% | -1.64% | 5.64% | 0.41% | 1.32% | -2.48% | 2.97% | 0.36% | 7.65% |
| 2015 | -2.21% | 6.78% | -1.07% | -0.79% | 2.11% | -1.90% | 2.30% | -6.49% | -4.46% | 8.55% | -0.03% | -0.16% | 1.66% |
| 2014 | -1.61% | 6.03% | -2.13% | -1.57% | 3.10% | 3.47% | -2.33% | 4.59% | -1.48% | 2.63% | 2.97% | 1.35% | 15.56% |
| 2013 | 5.08% | 0.12% | 3.64% | 0.36% | 3.42% | -1.47% | 6.16% | -1.51% | 4.99% | 3.58% | 3.71% | 3.64% | 36.28% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 84, PNOPX is among the top 16% of 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 Leaders Fund (PNOPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Putnam Sustainable Leaders Fund provided a 9.11% dividend yield over the last twelve months, with an annual payout of $11.33 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $11.33 | $0.19 | $0.00 | $0.60 | $0.33 | $0.31 | $0.04 | $0.45 | $0.00 | $8.93 | $10.10 | $0.17 |
Dividend yield | 9.11% | 0.18% | 0.00% | 0.48% | 0.30% | 0.33% | 0.06% | 0.50% | 0.00% | 13.21% | 13.23% | 0.22% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $11.33 | $11.33 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 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 | $0.60 | $0.60 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.33 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.31 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.45 |
| 2016 | $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 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $8.93 | $8.93 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $10.10 | $10.10 |
| 2013 | $0.17 | $0.17 |
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 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 73.96%, occurring on Oct 9, 2002. Recovery took 3508 trading sessions.
The current Putnam Sustainable Leaders Fund drawdown is 3.84%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -73.96% | Mar 13, 2000 | 644 | Oct 9, 2002 | 3508 | Sep 22, 2016 | 4152 |
| -37.87% | Nov 22, 2021 | 277 | Dec 28, 2022 | 486 | Dec 4, 2024 | 763 |
| -35.08% | Jul 21, 1998 | 58 | Oct 8, 1998 | 64 | Jan 6, 1999 | 122 |
| -32.96% | Sep 21, 2018 | 65 | Dec 24, 2018 | 394 | Jul 20, 2020 | 459 |
| -21.42% | Feb 13, 1992 | 91 | Jun 18, 1992 | 110 | Nov 19, 1992 | 201 |
Volatility
Volatility Chart
The current Putnam Sustainable Leaders Fund volatility is 4.09%, 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.