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Putnam Sustainable Future Fund Class Y: (MF: PMVYX)
(NASDAQ Mutual Funds) As of May 6, 2024 08:00 PM ET
$21.63 USD
+0.29 (1.36%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.56 | 6 |
| 3 months | 11.56 | 6 |
| 6 months | 31.04 | 1 |
| 1 Year | 32.31 | 1 |
| 3 Year | -0.44 | 72 |
| 5 Year | 11.36 | 18 |
| 10 Year | 9.31 | 17 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -56.02 |
| Bull Market (2/09 - 3/21) | 743.27 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 32.31 |
| 5 Year | 11.35 |
| 10 Year | 9.31 |
| Since Inception | 9.51 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.56 | NA | NA | NA |
| 2023 | 8.77 | 5.71 | -4.49 | 17.46 |
| 2022 | -14.86 | -21.47 | -2.85 | 1.93 |
| 2021 | 2.37 | 10.12 | -1.61 | -4.39 |
| 2020 | -15.74 | 33.26 | 16.36 | 17.16 |
| 2019 | 17.54 | 4.66 | -2.98 | 9.03 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.56 | 28.99 | -33.79 | 6.04 | 53.09 | 30.12 | -6.78 | 10.95 | 13.31 | -4.06 | 10.99 |
| % Total Return Rel to Index | 1.00 | 2.74 | -15.59 | -22.64 | 34.68 | -1.36 | -2.38 | -10.84 | 1.37 | -5.45 | -2.64 |
| % Total Return Rel to Peer | 5.05 | 12.91 | -14.27 | -13.27 | 34.09 | 4.69 | 3.99 | -4.64 | -2.63 | 0.66 | 8.32 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 2.00 | 2.00 | 4.00 | 4.00 | 3.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.26 | 0.00 | 0.22 | 0.24 | 0.17 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.25 | 1.35 | 0.00 | 1.10 | 1.24 | 0.80 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 3.72 | 2.52 | 0.47 | 4.25 | 0.89 | 0.25 | 1.23 | 1.62 |
| Expense Ratio | 0.00 | 0.41 | 0.75 | 0.77 | 0.82 | 0.84 | 0.82 | 0.83 | 0.82 | 0.82 | 0.86 |
* 1 = Top 20%, 5 = Bottom 20%