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Putnam Sustainable Future Fund Class R: (MF: PMVRX)
(NASDAQ Mutual Funds) As of Jul 22, 2024 08:00 PM ET
$20.60 USD
+0.32 (1.58%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.69 | 5 |
| 3 months | 0.19 | 6 |
| 6 months | 11.69 | 5 |
| 1 Year | 25.02 | 1 |
| 3 Year | -3.95 | 78 |
| 5 Year | 9.87 | 18 |
| 10 Year | 8.31 | 24 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 129.27 |
| Bear Market (10/07 - 2/09) | -56.27 |
| Bull Market (2/09 - 3/21) | 682.83 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 25.02 |
| 5 Year | 9.86 |
| 10 Year | 8.31 |
| Since Inception | 9.61 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.47 | 0.19 | NA | NA |
| 2023 | 8.62 | 5.55 | -4.58 | 17.30 |
| 2022 | -14.92 | -21.56 | -3.04 | 1.85 |
| 2021 | 2.24 | 9.95 | -1.73 | -4.53 |
| 2020 | -15.81 | 33.10 | 16.15 | 17.07 |
| 2019 | 17.41 | 4.53 | -3.16 | 8.91 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.69 | 28.33 | -34.10 | 5.46 | 52.38 | 29.43 | -7.19 | 10.39 | 12.70 | -4.51 | 10.40 |
| % Total Return Rel to Index | -3.61 | 2.08 | -15.89 | -23.21 | 33.98 | -2.05 | -2.80 | -11.40 | 0.77 | -5.89 | -3.24 |
| % Total Return Rel to Peer | 8.47 | 12.25 | -14.58 | -13.84 | 33.38 | 4.00 | 3.57 | -5.20 | -3.24 | 0.21 | 7.72 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 2.00 | 2.00 | 4.00 | 4.00 | 3.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.15 | 0.00 | 0.13 | 0.13 | 0.08 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.83 | 0.00 | 0.68 | 0.70 | 0.42 |
| Capital Gains ($) | 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 | 0.66 | 1.25 | 1.27 | 1.32 | 1.34 | 1.32 | 1.33 | 1.32 | 1.32 | 1.36 |
* 1 = Top 20%, 5 = Bottom 20%