PNOYX Performance — Putnam Sustainable Leaders Fund, Class Y
Data updated: 2026-09-10
PNOYX returned +4.27% year to date and +14.89% over one year to Jun 2026. Annualised returns are +16.20% over 3 years and +8.64% over 5 years. Against its Thematic Equity category average the fund came out behind over three years but ahead over one: $100 invested three years ago grew to $157, against $161 for the category, and to $115 over one year, against $115. Volatility over the past three years was 14.89% a year. In the 12 months to Jun 2026 the fund took in a net $101.0M, and assets reached $6.66B.
PNOYX 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 | PNOYX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $115 | $115 |
| 3 years (Jul 2023 – Jun 2026) | $157 | $161 |
| 5 years (Jul 2021 – Jun 2026) | $151 | $141 |
| Since data start (Jul 2019 – Jun 2026) | $243 | $227 |
PNOYX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +4.27% |
| 1 year | +14.89% |
| 3 years (annualised) | +16.20% |
| 5 years (annualised) | +8.64% |
PNOYX 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 |
|---|---|
| 2026 (Jan–Jun) | +4.27% |
| 2025 | +11.15% |
| 2024 | +23.31% |
| 2023 | +26.55% |
| 2022 | −22.60% |
| 2021 | +23.56% |
| 2020 | +28.83% |
| 2019 (Jul–Dec) | +8.93% |
PNOYX 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −1.5% | −2.0% | −6.0% | +10.8% | +4.1% | −0.3% | — | — | — | — | — | — |
| 2025 | +3.2% | −3.0% | −7.9% | −0.7% | +5.5% | +4.4% | +1.9% | +0.7% | +3.2% | +3.5% | +1.4% | −0.8% |
| 2024 | +2.5% | +7.6% | +3.3% | +3.7% | +6.1% | −4.7% | +2.3% | +2.3% | −0.1% | −4.2% | +5.4% | −2.2% |
| 2023 | +3.3% | −2.5% | +5.6% | +5.4% | +1.0% | +1.7% | −5.3% | −0.6% | +2.3% | +4.3% | +10.6% | −1.1% |
| 2022 | +2.4% | −4.8% | −7.1% | −8.5% | −1.3% | −8.9% | −7.8% | −4.2% | +11.0% | −6.3% | +5.3% | +7.3% |
| 2021 | +4.2% | +1.8% | −0.5% | +3.0% | −0.4% | +5.6% | −5.6% | +3.0% | +3.1% | +2.0% | −1.8% | +7.6% |
| 2020 | −10.4% | −7.3% | +1.5% | +4.4% | +6.2% | +11.7% | −2.9% | +7.6% | +6.4% | +3.3% | +10.0% | −2.2% |
| 2019 | — | — | — | — | — | — | +0.6% | −2.3% | +1.3% | +3.1% | +4.4% | +1.6% |
PNOYX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 14.89%
- 3-year Sharpe ratio: 0.79 (vs 4.5% risk-free rate)
- Best month: +10.80% (Apr 2026)
- Worst month: −7.93% (Mar 2025)
PNOYX 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 |
PNOYX 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.