PNOPX vs. FSPGX

In the year-to-date period, PNOPX achieves a -2.26% return, which is significantly lower than FSPGX's 0.23% return.

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PNOPX has a 0.99% expense ratio, which is higher than FSPGX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Putnam Sustainable Leaders Fund (PNOPX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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.

The current PNOPX Sharpe Ratio is -0.16, which is lower than the FSPGX Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of PNOPX and FSPGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PNOPX's dividend yield for the trailing twelve months is around 0.52%, more than FSPGX's 0.37% yield.

The maximum PNOPX drawdown since its inception was -73.96%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for PNOPX and FSPGX. For additional features, visit the drawdowns tool.

The current volatility for Putnam Sustainable Leaders Fund (PNOPX) is 5.18%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 6.88%. This indicates that PNOPX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.