PNOBX Performance — Putnam Sustainable Leaders Fund, Class B
Data updated: 2026-09-10
PNOBX returned +40.92% over one year to Sep 2024. Annualised returns are +8.87% over 3 years and +14.93% over 5 years. The fund beat its Thematic Equity category average: $100 invested three years ago grew to $129, against $107 for the category, and to $141 over one year, against $124. Volatility over the past three years was 18.45% a year. In the 12 months to Jun 2026 the fund took in a net $101.0M, and assets reached $6.66B.
PNOBX Growth of $100
What $100 invested in Putnam Sustainable Leaders Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Thematic Equity category average over the same months.
| Period | PNOBX | Category average |
|---|---|---|
| 1 year (Sep 2023 – Sep 2024) | $141 | $124 |
| 3 years (Sep 2021 – Sep 2024) | $129 | $107 |
| 5 years (Sep 2019 – Sep 2024) | $201 | $180 |
| Since data start (Jul 2019 – Sep 2024) | $197 | $177 |
PNOBX Trailing Returns
Total returns to Sep 2024, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +40.92% |
| 3 years (annualised) | +8.87% |
| 5 years (annualised) | +14.93% |
PNOBX Annual Returns
Calendar-year total returns of Putnam Sustainable Leaders Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2024 (Jan–Sep) | +21.26% |
| 2023 | +25.30% |
| 2022 | −23.37% |
| 2021 | +22.34% |
| 2020 | +27.55% |
| 2019 (Jul–Dec) | +8.38% |
PNOBX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | +2.5% | +7.5% | +3.2% | +3.6% | +6.0% | −4.8% | — | +2.2% | −0.2% | — | — | — |
| 2023 | +3.2% | −2.5% | +5.5% | +5.3% | +0.9% | +1.6% | −5.4% | −0.7% | +2.2% | +4.2% | +10.5% | −1.2% |
| 2022 | +2.3% | −4.9% | −7.1% | −8.5% | −1.3% | −9.0% | −7.9% | −4.3% | +10.9% | −6.4% | +5.2% | +7.2% |
| 2021 | +4.1% | +1.7% | −0.6% | +2.9% | −0.5% | +5.5% | −5.7% | +2.9% | +3.1% | +1.9% | −1.8% | +7.5% |
| 2020 | −10.5% | −7.4% | +1.4% | +4.3% | +6.1% | +11.6% | −3.0% | +7.6% | +6.3% | +3.2% | +9.9% | −2.3% |
| 2019 | — | — | — | — | — | — | +0.5% | −2.3% | +1.2% | +3.0% | +4.3% | +1.5% |
PNOBX Risk
Risk measures from monthly returns over Sep 2021 – Sep 2024.
- 3-year volatility (annualised): 18.45%
- 3-year Sharpe ratio: 0.24 (vs 4.5% risk-free rate)
- Best month: +10.89% (Sep 2022)
- Worst month: −8.96% (Jun 2022)
PNOBX Fund Flows
Monthly money in and out of Putnam Sustainable Leaders Fund, from SEC Form N-PORT.
- 12-month net flow: $101.0M
- 12-month gross sales (incl. reinvestments): $2.2B
- Sales ÷ redemptions: 1.05×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $461.7M | $501.9M | −$40.3M |
| May 2026 | $498.0M | $559.7M | −$61.8M |
| Apr 2026 | $266.0M | $354.6M | −$88.6M |
| Mar 2026 | $15.3M | $75.0M | −$59.8M |
| Feb 2026 | $101.2M | $66.4M | $34.8M |
| Jan 2026 | $61.9M | $69.8M | −$7.9M |
| Dec 2025 | $678.1M | $112.4M | $565.7M |
| Nov 2025 | $12.7M | $65.7M | −$53.0M |
| Oct 2025 | $33.0M | $73.3M | −$40.4M |
| Sep 2025 | $9.3M | $57.4M | −$48.1M |
| Aug 2025 | $12.0M | $62.6M | −$50.6M |
| Jul 2025 | $12.8M | $62.0M | −$49.2M |
PNOBX Assets Under Management
Net assets of Putnam Sustainable Leaders Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $6.66B |
| 2026-03-31 | $5.97B |
| 2025-12-31 | $6.62B |
| 2025-09-30 | $6.55B |
| 2025-06-30 | $6.34B |
| 2025-03-31 | $5.92B |
| 2024-12-31 | $6.51B |
| 2024-09-30 | $6.76B |
| 2024-06-30 | $6.60B |
| 2024-03-31 | $6.41B |
| 2023-12-31 | $5.75B |
| 2023-09-30 | $5.16B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.