PNOPX vs. BRK-B
Compare and contrast key facts about Putnam Sustainable Leaders Fund (PNOPX) and Berkshire Hathaway Inc. (BRK-B).
PNOPX is managed by Putnam. It was launched on Aug 31, 1990.
Performance
PNOPX vs. BRK-B - Performance Comparison
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PNOPX vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PNOPX Putnam Sustainable Leaders Fund | -9.32% | 10.93% | 22.97% | 26.23% | -22.86% | 23.44% | 28.57% | 35.86% | -0.90% | 29.07% |
BRK-B Berkshire Hathaway Inc. | -4.80% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Returns By Period
In the year-to-date period, PNOPX achieves a -9.32% return, which is significantly lower than BRK-B's -4.80% return. Over the past 10 years, PNOPX has outperformed BRK-B with an annualized return of 13.72%, while BRK-B has yielded a comparatively lower 12.78% annualized return.
PNOPX
- 1D
- 2.73%
- 1M
- -5.88%
- YTD
- -9.32%
- 6M
- -6.62%
- 1Y
- 8.72%
- 3Y*
- 13.65%
- 5Y*
- 6.84%
- 10Y*
- 13.72%
BRK-B
- 1D
- -0.15%
- 1M
- -0.35%
- YTD
- -4.80%
- 6M
- -3.95%
- 1Y
- -10.22%
- 3Y*
- 15.72%
- 5Y*
- 13.13%
- 10Y*
- 12.78%
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Return for Risk
PNOPX vs. BRK-B — Risk / Return Rank
PNOPX
BRK-B
PNOPX vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Sustainable Leaders Fund (PNOPX) and Berkshire Hathaway Inc. (BRK-B). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PNOPX | BRK-B | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.50 | -0.56 | +1.06 |
Sortino ratioReturn per unit of downside risk | 0.84 | -0.65 | +1.48 |
Omega ratioGain probability vs. loss probability | 1.12 | 0.91 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | -0.68 | +1.42 |
Martin ratioReturn relative to average drawdown | 2.63 | -1.16 | +3.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PNOPX | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.50 | -0.56 | +1.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.77 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.66 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.48 | +0.05 |
Correlation
The correlation between PNOPX and BRK-B is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PNOPX vs. BRK-B - Dividend Comparison
PNOPX's dividend yield for the trailing twelve months is around 12.37%, while BRK-B has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PNOPX Putnam Sustainable Leaders Fund | 12.37% | 11.22% | 9.25% | 2.96% | 8.38% | 11.69% | 7.41% | 7.14% | 20.24% | 4.91% | 0.00% | 12.64% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PNOPX vs. BRK-B - Drawdown Comparison
The maximum PNOPX drawdown since its inception was -74.15%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for PNOPX and BRK-B.
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Drawdown Indicators
| PNOPX | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.15% | -53.86% | -20.29% |
Max Drawdown (1Y)Largest decline over 1 year | -13.06% | -14.95% | +1.89% |
Max Drawdown (5Y)Largest decline over 5 years | -29.13% | -26.58% | -2.55% |
Max Drawdown (10Y)Largest decline over 10 years | -30.29% | -29.57% | -0.72% |
Current DrawdownCurrent decline from peak | -10.69% | -11.36% | +0.67% |
Average DrawdownAverage peak-to-trough decline | -24.14% | -11.07% | -13.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 8.72% | -5.06% |
Volatility
PNOPX vs. BRK-B - Volatility Comparison
Putnam Sustainable Leaders Fund (PNOPX) has a higher volatility of 5.34% compared to Berkshire Hathaway Inc. (BRK-B) at 4.33%. This indicates that PNOPX's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PNOPX | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 4.33% | +1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.55% | 11.14% | -1.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.23% | 18.30% | -0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.35% | 17.20% | +0.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.13% | 19.45% | -1.32% |