PNOPX vs. PRTLX
Compare and contrast key facts about Putnam Sustainable Leaders Fund (PNOPX) and Putnam RetirementReady 2055 Fund (PRTLX).
PNOPX is managed by Putnam. It was launched on Aug 31, 1990. PRTLX is managed by Putnam. It was launched on Nov 29, 2010.
Performance
PNOPX vs. PRTLX - Performance Comparison
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PNOPX vs. PRTLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PNOPX Putnam Sustainable Leaders Fund | -11.73% | 10.93% | 22.97% | 26.23% | -22.86% | 23.44% | 28.57% | 35.86% | -0.90% | 29.07% |
PRTLX Putnam RetirementReady 2055 Fund | -7.18% | 13.42% | 15.59% | 22.31% | -15.71% | 17.39% | 14.17% | 20.75% | -9.44% | 20.69% |
Returns By Period
In the year-to-date period, PNOPX achieves a -11.73% return, which is significantly lower than PRTLX's -7.18% return. Over the past 10 years, PNOPX has outperformed PRTLX with an annualized return of 13.41%, while PRTLX has yielded a comparatively lower 9.19% annualized return.
PNOPX
- 1D
- -0.19%
- 1M
- -8.53%
- YTD
- -11.73%
- 6M
- -8.16%
- 1Y
- 6.23%
- 3Y*
- 12.64%
- 5Y*
- 6.53%
- 10Y*
- 13.41%
PRTLX
- 1D
- -0.29%
- 1M
- -7.30%
- YTD
- -7.18%
- 6M
- -5.06%
- 1Y
- 9.76%
- 3Y*
- 11.87%
- 5Y*
- 7.08%
- 10Y*
- 9.19%
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PNOPX vs. PRTLX - Expense Ratio Comparison
PNOPX has a 0.99% expense ratio, which is higher than PRTLX's 0.03% expense ratio.
Return for Risk
PNOPX vs. PRTLX — Risk / Return Rank
PNOPX
PRTLX
PNOPX vs. PRTLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Sustainable Leaders Fund (PNOPX) and Putnam RetirementReady 2055 Fund (PRTLX). 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 | PRTLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 0.69 | -0.32 |
Sortino ratioReturn per unit of downside risk | 0.65 | 0.98 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.14 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.35 | 0.69 | -0.33 |
Martin ratioReturn relative to average drawdown | 1.29 | 3.12 | -1.84 |
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 | PRTLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 0.69 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.51 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.63 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.52 | +0.01 |
Correlation
The correlation between PNOPX and PRTLX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PNOPX vs. PRTLX - Dividend Comparison
PNOPX's dividend yield for the trailing twelve months is around 12.71%, more than PRTLX's 1.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PNOPX Putnam Sustainable Leaders Fund | 12.71% | 11.22% | 9.25% | 2.96% | 8.38% | 11.69% | 7.41% | 7.14% | 20.24% | 4.91% | 0.00% | 12.64% |
PRTLX Putnam RetirementReady 2055 Fund | 1.81% | 1.68% | 1.20% | 1.60% | 10.10% | 12.83% | 1.09% | 7.44% | 15.18% | 5.47% | 1.14% | 9.07% |
Drawdowns
PNOPX vs. PRTLX - Drawdown Comparison
The maximum PNOPX drawdown since its inception was -74.15%, which is greater than PRTLX's maximum drawdown of -28.52%. Use the drawdown chart below to compare losses from any high point for PNOPX and PRTLX.
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Drawdown Indicators
| PNOPX | PRTLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.15% | -28.52% | -45.63% |
Max Drawdown (1Y)Largest decline over 1 year | -13.06% | -11.53% | -1.53% |
Max Drawdown (5Y)Largest decline over 5 years | -29.13% | -21.71% | -7.42% |
Max Drawdown (10Y)Largest decline over 10 years | -30.29% | -28.52% | -1.77% |
Current DrawdownCurrent decline from peak | -13.06% | -8.87% | -4.19% |
Average DrawdownAverage peak-to-trough decline | -24.14% | -5.62% | -18.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 2.54% | +1.05% |
Volatility
PNOPX vs. PRTLX - Volatility Comparison
Putnam Sustainable Leaders Fund (PNOPX) and Putnam RetirementReady 2055 Fund (PRTLX) have volatilities of 4.34% and 4.27%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PNOPX | PRTLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.34% | 4.27% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 9.15% | 8.39% | +0.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.07% | 14.07% | +4.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.31% | 13.89% | +3.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.11% | 14.55% | +3.56% |