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Putnam Sustainable Future B (PMVBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
17.71+0.03 (+0.17%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.13%
5-Year Average Return10.52%
Number of Years Up16
Number of Years Down6
Best 1 Yr Total Return (Mar 26, 2024)51.64%
Worst 1 Yr Total Return (Mar 26, 2024)N/A
Best 3-Yr Total Return51.64%
Worst 3-Yr Total Return-4.22%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPMVBXCategory
YTD8.42%10.80%
1-Month6.42%4.43%
3-Month17.35%7.00%
1-Year31.08%48.17%
3-Year-2.59%21.26%
5-Year9.97%20.18%
10-Year7.94%14.07%
Last Bull Market37.92%27.14%
Last Bear Market-21.62%-21.26%

Annual Total Return (%) History

Year
PMVBXCategory
2023
27.69%N/A
2022
-34.42%N/A
2021
4.92%N/A
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
N/A-19.98%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20238.51%5.47%-4.77%17.16%
2022-15.05%-21.62%-3.16%1.71%
20212.08%9.86%-1.85%-4.67%
2020-15.92%32.96%16.02%16.90%
201917.25%4.46%-3.25%8.75%
2018-2.13%4.53%6.47%-15.26%
20173.44%0.89%2.63%2.57%
20162.15%2.04%3.33%4.11%
20154.22%-1.97%-8.22%1.27%
20142.80%4.41%-4.07%6.66%
201312.46%3.16%9.25%11.14%
201214.77%-8.08%6.40%2.68%
20115.10%-1.46%-18.88%12.35%
201010.50%-12.55%13.26%12.86%
2009-11.18%24.67%21.10%3.03%
2008-9.78%2.00%-16.25%-26.55%
20075.41%3.82%-3.55%-4.36%
20067.53%-2.25%-0.14%8.83%
20050.35%2.12%6.15%2.64%
20041.92%1.57%-1.00%11.85%
2003-5.29%16.07%4.90%14.57%
20026.92%-9.84%-19.46%7.26%
20019.48%-11.56%19.49%N/A

Rank In Category (By Total Return)

YTD28
1-Month62
3-Month23
1-Year5
3-Year74
5-Year60

Load Adjusted Returns

1-Year26.08%
3-Year-3.41%
5-Year9.69%
10-Year7.94%