Putnam Sustainable Leaders Fund Class B: (MF: PNOBX)
(NASDAQ Mutual Funds) As of Aug 7, 2024 08:00 PM ET
$73.78 USD
-0.55 (-0.74%)
Latest Performance as of Jun 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 18.91 | 39 |
3 months | 4.63 | 46 |
6 months | 18.91 | 39 |
1 Year | 29.92 | 42 |
3 Year | 7.11 | 40 |
5 Year | 14.07 | 44 |
10 Year | 12.90 | 42 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 99.34 |
Bear Market (10/07 - 2/09) | -48.56 |
Bull Market (2/09 - 3/21) | 824.90 |
Load Adjusted Returns as of Jun 30, 2024
1 Year | 23.42 |
5 Year | 13.60 |
10 Year | 12.90 |
Since Inception | 11.44 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 13.65 | 4.63 | NA | NA |
2023 | 6.16 | 8.02 | -3.89 | 13.68 |
2022 | -9.67 | -17.84 | -2.24 | 5.64 |
2021 | 5.28 | 7.98 | 0.04 | 7.55 |
2020 | -15.99 | 23.51 | 10.92 | 10.81 |
2019 | 16.96 | 6.33 | -0.61 | 9.05 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 18.91 | 25.29 | -23.36 | 22.34 | 27.53 | 34.80 | -1.62 | 28.07 | 6.85 | -1.14 | 12.50 |
% Total Return Rel to Index | 3.61 | -0.95 | -5.15 | -6.33 | 9.13 | 3.31 | 2.76 | 6.28 | -5.08 | -2.53 | -1.13 |
% Total Return Rel to Peer | 5.95 | -0.83 | 1.50 | 7.51 | 1.74 | 9.59 | 2.78 | 8.83 | 3.34 | -1.32 | 6.84 |
% Perf Quintile vs Peer* | 0.00 | 3.00 | 2.00 | 2.00 | 3.00 | 2.00 | 2.00 | 3.00 | 2.00 | 4.00 | 2.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 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 | 0.80 | 1.74 | 1.80 | 1.78 | 1.79 | 1.74 | 1.76 | 1.78 | 1.79 | 1.79 |
* 1 = Top 20%, 5 = Bottom 20%