PNOCX Performance — Putnam Sustainable Leaders Fund, Class C

Data updated: 2026-09-10

PNOCX returned +3.76% year to date and +13.75% over one year to Jun 2026. Annualised returns are +15.06% over 3 years and +7.57% over 5 years. The fund trailed its Thematic Equity category average: $100 invested three years ago grew to $152, against $161 for the category, and to $114 over one year, against $115. Volatility over the past three years was 14.87% a year. In the 12 months to Jun 2026 the fund took in a net $101.0M, and assets reached $6.66B.

PNOCX 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.

PeriodPNOCXCategory average
1 year (Jul 2025 – Jun 2026)$114$115
3 years (Jul 2023 – Jun 2026)$152$161
5 years (Jul 2021 – Jun 2026)$144$141
Since data start (Jul 2019 – Jun 2026)$226$227

PNOCX Trailing Returns

Total returns to Jun 2026, from SEC N-PORT.

PeriodTotal return
YTD+3.76%
1 year+13.75%
3 years (annualised)+15.06%
5 years (annualised)+7.57%

PNOCX Annual Returns

Calendar-year total returns of Putnam Sustainable Leaders Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.

YearTotal return
2026 (Jan–Jun)+3.76%
2025+10.05%
2024+22.10%
2023+25.29%
2022−23.36%
2021+22.31%
2020+27.57%
2019 (Jul–Dec)+8.38%

PNOCX Monthly Returns

Monthly total returns as reported on SEC Form N-PORT.

YearJanFebMarAprMayJunJulAugSepOctNovDec
2026−1.6%−2.1%−6.1%+10.7%+4.0%−0.4%——————
2025+3.2%−3.0%−8.0%−0.8%+5.5%+4.3%+1.8%+0.6%+3.1%+3.4%+1.3%−0.9%
2024+2.5%+7.5%+3.2%+3.6%+6.0%−4.8%+2.2%+2.2%−0.2%−4.3%+5.3%−2.2%
2023+3.2%−2.6%+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%−1.4%−9.0%−7.9%−4.3%+10.9%−6.4%+5.2%+7.3%
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%

PNOCX Risk

Risk measures from monthly returns over Jul 2023 – Jun 2026.

  • 3-year volatility (annualised): 14.87%
  • 3-year Sharpe ratio: 0.71 (vs 4.5% risk-free rate)
  • Best month: +10.72% (Apr 2026)
  • Worst month: −8.00% (Mar 2025)

PNOCX 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×
MonthSalesRedemptionsNet 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

PNOCX Assets Under Management

Net assets of Putnam Sustainable Leaders Fund by report date, from SEC N-PORT filings.

Report dateNet 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.