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Putnam Sustainable Leaders Fund Class Y: (MF: PNOYX)
(NASDAQ Mutual Funds) As of May 3, 2024 08:00 PM ET
$134.78 USD
+1.86 (1.40%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.92 | 34 |
| 3 months | 13.92 | 34 |
| 6 months | 29.83 | 38 |
| 1 Year | 35.48 | 45 |
| 3 Year | 9.33 | 32 |
| 5 Year | 15.58 | 28 |
| 10 Year | 14.05 | 24 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 109.75 |
| Bear Market (10/07 - 2/09) | -47.90 |
| Bull Market (2/09 - 3/21) | 928.27 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 35.48 |
| 5 Year | 15.58 |
| 10 Year | 14.05 |
| Since Inception | 8.48 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.92 | NA | NA | NA |
| 2023 | 6.42 | 8.29 | -3.64 | 13.96 |
| 2022 | -9.45 | -17.63 | -2.00 | 5.91 |
| 2021 | 5.53 | 8.26 | 0.29 | 7.82 |
| 2020 | -15.78 | 23.81 | 11.20 | 11.09 |
| 2019 | 17.26 | 6.60 | -0.37 | 9.34 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 13.92 | 26.56 | -22.58 | 23.55 | 28.81 | 36.17 | -0.65 | 29.38 | 7.91 | -0.15 | 13.63 |
| % Total Return Rel to Index | 3.36 | 0.31 | -4.38 | -5.12 | 10.41 | 4.68 | 3.73 | 7.59 | -4.02 | -1.54 | -0.01 |
| % Total Return Rel to Peer | 4.29 | 0.43 | 2.27 | 8.72 | 3.02 | 10.96 | 3.75 | 10.14 | 4.41 | -0.32 | 7.98 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 2.00 | 2.00 | 3.00 | 2.00 | 2.00 | 2.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.42 | 0.00 | 0.92 | 0.59 | 0.53 | 0.28 | 0.66 | 0.00 | 0.58 | 0.44 |
| % Yield | 0.00 | 0.32 | 0.00 | 0.57 | 0.42 | 0.46 | 0.27 | 0.63 | 0.00 | 0.69 | 0.46 |
| Capital Gains ($) | 0.00 | 3.02 | 7.41 | 13.88 | 8.00 | 6.41 | 15.03 | 3.94 | 0.00 | 8.17 | 9.62 |
| Expense Ratio | 0.00 | 0.30 | 0.74 | 0.80 | 0.78 | 0.79 | 0.74 | 0.76 | 0.78 | 0.79 | 0.79 |
* 1 = Top 20%, 5 = Bottom 20%