Nasdaq - Delayed Quote USD

Putnam Sustainable Future B (PMVBX)

17.38 -0.07 (-0.40%)
At close: 8:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 9.24%
5y Average Return 9.49%
Number of Years Up 16
Number of Years Down 6
Best 1Y Total Return (Sep 24, 2024) 51.64%
Worst 1Y Total Return (Sep 24, 2024) --
Best 3Y Total Return 51.64%
Worst 3Y Total Return -4.22%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PMVBX
Category
YTD
13.26%
10.80%
1-Month
1.52%
4.43%
3-Month
2.56%
7.00%
1-Year
25.75%
48.17%
3-Year
-5.07%
21.26%
5-Year
10.14%
20.18%
10-Year
8.07%
14.07%
Last Bull Market
35.40%
27.14%
Last Bear Market
-21.62%
-21.26%

Annual Total Return (%) History

Year
PMVBX
Category
2024
--
--
2023
27.69%
--
2022
-34.42%
--
2021
4.92%
--
2020
51.64%
39.26%
2019
28.88%
32.52%
2018
-7.70%
-6.65%
2017
9.86%
23.91%

2016
12.14%
6.03%
2015
-5.04%
-0.95%
2014
9.83%
7.00%
2013
40.85%
34.93%
2012
15.26%
14.07%
2011
-5.61%
-3.96%
2010
23.53%
24.61%
2009
38.17%
39.11%
2008
-43.39%
-43.77%
2007
0.95%
15.09%
2006
14.24%
9.00%
2005
11.65%
9.84%
2004
14.62%
13.23%
2003
32.14%
35.96%
2002
-16.73%
-27.24%
2001
--
-19.98%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.31% 0.11% -- --
2023 8.51% 5.47% -4.77% 17.16%
2022 -15.05% -21.62% -3.16% 1.71%
2021 2.08% 9.86% -1.85% -4.67%
2020 -15.92% 32.96% 16.02% 16.90%
2019 17.25% 4.46% -3.25% 8.75%
2018 -2.13% 4.53% 6.47% -15.26%
2017 3.44% 0.89% 2.63% 2.57%
2016 2.15% 2.04% 3.33% 4.11%
2015 4.22% -1.97% -8.22% 1.27%

2014 2.80% 4.41% -4.07% 6.66%
2013 12.46% 3.16% 9.25% 11.14%
2012 14.77% -8.08% 6.40% 2.68%
2011 5.10% -1.46% -18.88% 12.35%
2010 10.50% -12.55% 13.26% 12.86%
2009 -11.18% 24.67% 21.10% 3.03%
2008 -9.78% 2.00% -16.25% -26.55%
2007 5.41% 3.82% -3.55% -4.36%
2006 7.53% -2.25% -0.14% 8.83%
2005 0.35% 2.12% 6.15% 2.64%
2004 1.92% 1.57% -1.00% 11.85%
2003 -5.29% 16.07% 4.90% 14.57%
2002 6.92% -9.84% -19.46% 7.26%
2001 9.48% -11.56% 19.49% --

Rank in Category (By Total Return)

YTD 25
1-Month 60
3-Month 75
1-Year 11
3-Year 75
5-Year 41

Load Adjusted Returns

1-Year 20.75%
3-Year -5.87%
5-Year 9.87%
10-Year 8.07%

Performance & Risk

YTD Return 9.24%
5y Average Return 9.49%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Franklin Templeton Investments
Net Assets 428.88M
YTD Return 13.26%
Yield 0.00%
Morningstar Rating
Inception Date Apr 01, 2003

Fund Summary

The fund invests mainly in common stocks of U.S. companies of any size, with a focus on companies whose products and services adviser believes provide solutions that directly contribute to sustainable social, environmental and economic development (Solutions Companies). The adviser considers, among other factors, a company's impact on sustainable environmental, social and economic development, 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.

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