PNOPX vs. DOW
Compare and contrast key facts about Putnam Sustainable Leaders Fund (PNOPX) and Dow Inc. (DOW).
PNOPX is managed by Putnam. It was launched on Aug 31, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PNOPX or DOW.
Correlation
The correlation between PNOPX and DOW is 0.47, 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.
Performance
PNOPX vs. DOW - Performance Comparison
Key characteristics
PNOPX:
0.46
DOW:
-1.09
PNOPX:
0.66
DOW:
-1.47
PNOPX:
1.10
DOW:
0.83
PNOPX:
0.41
DOW:
-0.61
PNOPX:
1.38
DOW:
-1.41
PNOPX:
5.25%
DOW:
16.88%
PNOPX:
15.89%
DOW:
21.77%
PNOPX:
-73.96%
DOW:
-60.87%
PNOPX:
-11.48%
DOW:
-35.37%
Returns By Period
In the year-to-date period, PNOPX achieves a 1.24% return, which is significantly higher than DOW's -1.54% return.
PNOPX
1.24%
-3.46%
-5.45%
4.57%
5.66%
6.19%
DOW
-1.54%
-4.73%
-24.03%
-26.07%
2.13%
N/A
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Risk-Adjusted Performance
PNOPX vs. DOW — Risk-Adjusted Performance Rank
PNOPX
DOW
PNOPX vs. DOW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Sustainable Leaders Fund (PNOPX) and Dow Inc. (DOW). 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.
Dividends
PNOPX vs. DOW - Dividend Comparison
PNOPX's dividend yield for the trailing twelve months is around 0.51%, less than DOW's 7.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PNOPX Putnam Sustainable Leaders Fund | 0.51% | 0.51% | 0.18% | 0.00% | 0.48% | 0.30% | 0.33% | 0.06% | 0.50% | 0.00% | 13.21% | 13.23% |
DOW Dow Inc. | 7.09% | 6.98% | 5.11% | 5.56% | 4.94% | 5.05% | 3.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PNOPX vs. DOW - Drawdown Comparison
The maximum PNOPX drawdown since its inception was -73.96%, which is greater than DOW's maximum drawdown of -60.87%. Use the drawdown chart below to compare losses from any high point for PNOPX and DOW. For additional features, visit the drawdowns tool.
Volatility
PNOPX vs. DOW - Volatility Comparison
The current volatility for Putnam Sustainable Leaders Fund (PNOPX) is 3.81%, while Dow Inc. (DOW) has a volatility of 10.20%. This indicates that PNOPX experiences smaller price fluctuations and is considered to be less risky than DOW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.