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Putnam Sustainable Leaders Fund Class R: (MF: PNORX)
(NASDAQ Mutual Funds) As of Aug 12, 2024 08:00 PM ET
$117.30 USD
+0.04 (0.03%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 19.01 | 32 |
| 3 months | 9.79 | 43 |
| 6 months | 15.26 | 39 |
| 1 Year | 27.46 | 29 |
| 3 Year | 6.50 | 28 |
| 5 Year | 14.32 | 37 |
| 10 Year | 13.69 | 35 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 104.56 |
| Bear Market (10/07 - 2/09) | -48.24 |
| Bull Market (2/09 - 3/21) | 897.28 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 30.57 |
| 5 Year | 14.64 |
| 10 Year | 13.44 |
| Since Inception | 11.99 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.78 | 4.76 | NA | NA |
| 2023 | 6.30 | 8.15 | -3.77 | 13.82 |
| 2022 | -9.55 | -17.73 | -2.13 | 5.79 |
| 2021 | 5.41 | 8.13 | 0.17 | 7.69 |
| 2020 | -15.89 | 23.66 | 11.05 | 10.94 |
| 2019 | 17.10 | 6.47 | -0.49 | 9.20 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 19.01 | 25.92 | -22.96 | 22.95 | 28.16 | 35.49 | -1.14 | 28.37 | 7.38 | -0.64 | 13.06 |
| % Total Return Rel to Index | 2.30 | -0.31 | -4.76 | -5.72 | 9.75 | 4.00 | 3.24 | 6.58 | -4.55 | -2.03 | -0.58 |
| % Total Return Rel to Peer | 5.61 | -0.20 | 1.89 | 8.12 | 2.37 | 10.28 | 3.26 | 9.13 | 3.87 | -0.82 | 7.40 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 2.00 | 2.00 | 3.00 | 2.00 | 2.00 | 3.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.03 | 0.00 | 0.05 | 0.13 | 0.10 | 0.00 | 0.02 | 0.00 | 0.19 | 0.01 |
| % Yield | 0.00 | 0.03 | 0.00 | 0.03 | 0.10 | 0.10 | 0.00 | 0.02 | 0.00 | 0.24 | 0.00 |
| Capital Gains ($) | 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 | 0.55 | 1.24 | 1.30 | 1.28 | 1.29 | 1.24 | 1.26 | 1.28 | 1.29 | 1.29 |
* 1 = Top 20%, 5 = Bottom 20%