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Putnam Sustainable Future Fund Class B: (MF: PMVBX)
(NASDAQ Mutual Funds) As of May 17, 2024 08:00 PM ET
$17.86 USD
+0.02 (0.11%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.90 | 8 |
| 3 months | 2.96 | 37 |
| 6 months | 27.50 | 6 |
| 1 Year | 26.73 | 2 |
| 3 Year | -4.74 | 78 |
| 5 Year | 8.23 | 28 |
| 10 Year | 7.63 | 47 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 123.25 |
| Bear Market (10/07 - 2/09) | -56.59 |
| Bull Market (2/09 - 3/21) | 623.91 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 24.44 |
| 5 Year | 9.80 |
| 10 Year | 8.22 |
| Since Inception | 9.14 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.31 | NA | NA | NA |
| 2023 | 8.50 | 5.47 | -4.76 | 17.15 |
| 2022 | -15.05 | -21.62 | -3.16 | 1.71 |
| 2021 | 2.07 | 9.85 | -1.85 | -4.68 |
| 2020 | -15.91 | 32.96 | 16.02 | 16.90 |
| 2019 | 17.25 | 4.46 | -3.25 | 8.70 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.90 | 27.68 | -34.42 | 4.90 | 51.63 | 28.81 | -7.70 | 9.86 | 12.16 | -5.03 | 9.82 |
| % Total Return Rel to Index | -1.14 | 1.44 | -16.21 | -23.77 | 33.23 | -2.67 | -3.31 | -11.93 | 0.22 | -6.42 | -3.81 |
| % Total Return Rel to Peer | 4.83 | 11.60 | -14.90 | -14.40 | 32.64 | 3.38 | 3.07 | -5.73 | -3.79 | -0.30 | 7.15 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 2.00 | 2.00 | 4.00 | 4.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 | 0.00 | 0.04 | 0.04 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.58 | 0.00 | 0.26 | 0.25 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 3.72 | 2.52 | 0.47 | 4.25 | 0.89 | 0.25 | 1.22 | 1.61 |
| Expense Ratio | 0.00 | 0.91 | 1.75 | 1.77 | 1.82 | 1.84 | 1.82 | 1.83 | 1.82 | 1.82 | 1.86 |
* 1 = Top 20%, 5 = Bottom 20%