PNOPX vs. VTI

In the year-to-date period, PNOPX achieves a -3.40% return, which is significantly lower than VTI's 0.46% return. Over the past 10 years, PNOPX has outperformed VTI with an annualized return of 13.12%, while VTI has yielded a comparatively lower 12.13% annualized return.

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PNOPX has a 0.99% expense ratio, which is higher than VTI's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Putnam Sustainable Leaders Fund (PNOPX) and Vanguard Total Stock Market ETF (VTI). 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 VTI Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of PNOPX and VTI, 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 9.58%, more than VTI's 1.29% yield.

The maximum PNOPX drawdown since its inception was -73.96%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for PNOPX and VTI.

Putnam Sustainable Leaders Fund (PNOPX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 4.77% and 4.89%, 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.