Nasdaq - Delayed Quote USD
Putnam Sustainable Leaders Y (PNOYX)
135.72
+0.66
+(0.49%)
At close: 8:04:25 PM EDT
Fund Summary
The fund mainly invests in common stocks of U.S. companies of any size, with a focus on companies that the advisor believes exhibit a commitment to financially material sustainable business practices. The advisor considers, among other factors, a company's sustainable business practices, valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 36.63% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 22 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | -2.69% |
| 5y Average Return | 14.52% |
| Rank in Category (ytd) | 70 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.05 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PNOYX | Category Average | PNOYX | Category Average | PNOYX | Category Average | |
| Alpha | -1.96 | 0.03 | -2.39 | 0.04 | 0.04 | 0.01 |
| BETA | 1.05 | 0.01 | 1.04 | 0.01 | 1.02 | 0.01 |
| Mean Annual Return | 0.94 | 0.02 | 1.17 | 0.02 | 1.09 | 0.01 |
| R-squared | 95.72 | 0.89 | 95.33 | 0.87 | 94.13 | 0.87 |
| Standard Deviation | 17.58 | 0.2 | 17.27 | 0.16 | 16.17 | 0.15 |
| Sharpe Ratio | 0.38 | 0.01 | 0.65 | 0.01 | 0.69 | 0.01 |
| Treynor Ratio | 5.28 | 0.21 | 10.04 | 0.21 | 10.26 | 0.15 |
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