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ISIN
US7467298706
Issuer
Putnam
Inception Date
Jan 19, 2023
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$4M

Share Price Chart


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Performance

PPIE Performance Chart

Putnam Panagora ESG International Equity ETF - (PPIE) is up 8.3% since the beginning of the year. PPIE is currently trading at $28 per share.


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S&P 500 Index

Returns By Period

Putnam Panagora ESG International Equity ETF - (PPIE) has returned 8.31% so far this year and 22.46% over the past 12 months.


Putnam Panagora ESG International Equity ETF -

1D
0.02%
1M
0.47%
YTD
8.31%
6M
8.88%
1Y
22.46%
3Y*
18.34%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PPIE Monthly Returns History

Based on dividend-adjusted daily data since Jan 20, 2023, PPIE's average daily return is +0.07%, while the average monthly return is +1.33%. At this rate, an investment would double in approximately 4.4 years.

Historically, 74% of months were positive and 26% were negative. The best month was Nov 2023 with a return of +8.2%, while the worst month was Mar 2026 at -8.9%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, PPIE closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +7.5%, while the worst single day was Apr 4, 2025 at -6.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.83%4.36%-8.88%5.33%3.74%0.40%8.31%
20253.92%2.94%1.18%4.85%4.42%2.48%-2.01%3.76%2.95%1.49%0.40%2.52%32.77%
20240.02%1.83%4.33%-2.47%5.81%-1.40%3.23%3.85%0.28%-5.45%0.76%-2.78%7.67%
20230.68%-3.04%2.50%3.08%-3.05%3.75%1.95%-3.26%-3.57%-1.99%8.22%4.86%9.74%

Benchmark Metrics

Putnam Panagora ESG International Equity ETF - has an annualized alpha of 2.08%, beta of 0.74, and R2 of 0.55 versus S&P 500 Index. Calculated based on daily prices since January 20, 2023.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (64.54%) than losses (48.88%) - typical of diversified or defensive assets.
  • This ETF generated an annualized alpha of 2.08% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Alpha
2.08%
Beta
0.74
0.55
Upside Capture
64.54%
Downside Capture
48.88%

Expense Ratio

PPIE has an expense ratio of 0.49%, placing it in the medium range.


Return for Risk

Risk / Return Rank

PPIE ranks 37 for risk / return — below 37% of ETFs 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.


PPIE Risk / Return Rank: 3737
Overall Rank
PPIE Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
PPIE Sortino Ratio Rank: 3737
Sortino Ratio Rank
PPIE Omega Ratio Rank: 3838
Omega Ratio Rank
PPIE Calmar Ratio Rank: 3434
Calmar Ratio Rank
PPIE Martin Ratio Rank: 4040
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Putnam Panagora ESG International Equity ETF - (PPIE) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PPIEBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.72

Sortino ratioReturn per unit of downside risk

-0.87

Omega ratioGain probability vs. loss probability

1.24

1.37

-0.13

Calmar ratioReturn relative to maximum drawdown

1.66

2.78

-1.13

Martin ratioReturn relative to average drawdown

6.12

12.44

-6.32

Dividends

Dividend History

Putnam Panagora ESG International Equity ETF - provided a 12.06% dividend yield over the last twelve months, with an annual payout of $3.39 per share. The fund has been increasing its distributions for 2 consecutive years.


3.00%4.00%5.00%6.00%7.00%8.00%$0.00$0.50$1.00$1.50$2.00202320242025
Dividends
Dividend Yield
PeriodTTM202520242023
Dividend$3.39$2.27$1.13$0.71

Dividend yield

12.06%8.40%5.12%3.30%

Monthly Dividends

The table displays the monthly dividend distributions for Putnam Panagora ESG International Equity ETF -. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$1.12$0.00$0.00$0.00$0.00$1.12
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.27$2.27
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.13$1.13
2023$0.71$0.71

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 Panagora ESG International Equity ETF -. 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 Panagora ESG International Equity ETF - was 13.55%, occurring on Apr 8, 2025. Recovery took 12 trading sessions.

The current Putnam Panagora ESG International Equity ETF - drawdown is 0.75%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-13.55%Apr 2025
19d17d
1mo 6dMar 2025 - Apr 2025
2026 correction2026
-12.00%Mar 2026
18d2mo 2d
2mo 20dMar 2026 - May 2026
2023 correction2023
-10.26%Oct 2023
3mo 10d1mo 17d
4mo 27dJul 2023 - Dec 2023
2025 pullback2025
-9.51%Jan 2025
3mo 18d1mo 21d
5mo 9dSep 2024 - Mar 2025
2024 pullback2024
-7.71%Aug 2024
19d14d
1mo 3dJul 2024 - Aug 2024

Drawdown Indicators


PPIEBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-13.55%

-56.78%

+43.23%

Max Drawdown (1Y)

Largest decline over 1 year

-12.00%

-9.10%

-2.90%

Max Drawdown (3Y)

Largest decline over 3 years

-13.55%

-18.90%

+5.35%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.75%

-1.80%

+1.05%

Average Drawdown

Average peak-to-trough decline

-2.50%

-10.71%

+8.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.24%

2.03%

+1.21%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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