PPT vs NUMG
Comparison between Putnam Premier Income Trust (PPT, ETF) and NUVEEN ESG MID-CAP GROWTH ETF (NUMG, ETF).
5-Year PerformancePPT has outperformed NUMG, delivering a return of +2.9% compared to -0.8%
PPT vs NUMG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PPT vs NUMG - Historical Returns
Returns include dividend reinvestment.
PPT vs NUMG - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PPT | NUMG |
|---|---|---|
| 2026 | +2.85% | +0.71% |
| 2025 | +7.79% | +0.69% |
| 2024 | +6.99% | +14.12% |
| 2023 | +6.84% | +20.75% |
| 2022 | -7.73% | -27.54% |
| 2021 | -1.49% | +14.62% |
| 2020 | -6.64% | +44.12% |
| 2019 | +24.45% | +35.25% |
| 2018 | -4.90% | -6.03% |
| 2017 | +13.55% | +19.00% |
| 2016 | +8.31% | -0.84% |
| 2015 | -0.16% | N/A |
| 2014 | +2.17% | N/A |
| 2013 | +4.98% | N/A |
| 2012 | +12.03% | N/A |
| 2011 | -9.55% | N/A |
| 2010 | +13.24% | N/A |
| 2009 | +71.49% | N/A |
| 2008 | -32.16% | N/A |
| 2007 | +1.68% | N/A |
| 2006 | +11.38% | N/A |
| 2005 | -0.21% | N/A |
| 2004 | +7.34% | N/A |
| 2003 | +15.78% | N/A |
| 2002 | +9.95% | N/A |
| 2001 | +7.46% | N/A |
| 2000 | +2.27% | N/A |
| 1999 | -11.81% | N/A |
PPT vs NUMG Drawdown Comparison
The maximum drawdown for PPT was -49.68%, occurring on Nov 21, 2008. Recovery took 318 trading sessions.
The maximum drawdown for NUMG was -38.68%, occurring on Oct 14, 2022. This drawdown has not yet recovered.
The current PPT drawdown is -1.40%. The current NUMG drawdown is -8.38%.
| Rank | PPT | NUMG |
|---|---|---|
| #1 | -49.68% May 21, 2008 - Aug 25, 2009 | -38.68% Nov 16, 2021 - Oct 14, 2022 |
| #2 | -31.74% Jan 15, 2020 - May 1, 2025 | -33.40% Feb 19, 2020 - May 29, 2020 |
| #3 | -22.13% Jun 3, 2011 - Apr 22, 2014 | -24.83% Sep 14, 2018 - May 3, 2019 |
| #4 | -17.27% Nov 1, 1999 - Jan 18, 2001 | -11.48% Feb 12, 2021 - Apr 15, 2021 |
| #5 | -13.54% Jun 25, 2014 - Sep 8, 2016 | -10.32% Apr 26, 2021 - Jun 25, 2021 |
| #6 | -12.78% Nov 1, 2010 - May 5, 2011 | -9.39% Jan 26, 2018 - Jun 4, 2018 |
| #7 | -12.64% Jun 7, 2001 - Apr 23, 2002 | -8.61% Jul 24, 2019 - Nov 25, 2019 |
| #8 | -12.13% Jun 13, 2002 - Jan 6, 2003 | -8.51% Sep 2, 2020 - Oct 8, 2020 |
| #9 | -11.98% May 14, 2018 - Apr 5, 2019 | -8.51% Sep 3, 2021 - Nov 2, 2021 |
| #10 | -10.83% Mar 17, 2004 - Sep 16, 2004 | -7.02% Jun 8, 2020 - Jul 2, 2020 |
| #11 | -9.44% Jan 14, 2008 - May 16, 2008 | -6.25% Oct 23, 2020 - Nov 5, 2020 |
| #12 | -9.26% Jul 3, 2003 - Dec 15, 2003 | -5.91% Jan 20, 2021 - Feb 4, 2021 |
| #13 | -9.03% Apr 27, 2010 - Jun 22, 2010 | -5.67% May 3, 2019 - Jun 10, 2019 |
| #14 | -7.20% Jul 11, 2005 - Aug 28, 2006 | -5.18% May 15, 2017 - Jul 21, 2017 |
| #15 | -7.12% Jul 3, 2007 - Jan 14, 2008 | -4.70% Jun 18, 2018 - Jul 18, 2018 |
Correlation
Correlation between PPT and NUMG is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
PPT vs NUMG dividend yield comparison.
| Year | PPT | NUMG |
|---|---|---|
| 2026 | 6.05% | 0.00% |
| 2025 | 8.81% | 0.01% |
| 2024 | 8.76% | 0.06% |
| 2023 | 8.74% | 0.18% |
| 2022 | 8.60% | 0.18% |
| 2021 | 7.31% | 12.76% |
| 2020 | 8.84% | 3.82% |
| 2019 | 7.73% | 0.27% |
| 2018 | 6.84% | 5.14% |
| 2017 | 5.85% | 0.56% |
| 2016 | 6.28% | 0.00% |
| 2015 | 6.30% | 0.00% |
| 2014 | 5.94% | 0.00% |
| 2013 | 5.74% | 0.00% |
| 2012 | 6.52% | 0.00% |
| 2011 | 10.98% | 0.00% |
| 2010 | 10.99% | 0.00% |
| 2009 | 12.20% | 0.00% |
| 2008 | 12.51% | 0.00% |
| 2007 | 5.81% | 0.00% |
| 2006 | 5.60% | 0.00% |
| 2005 | 7.59% | 0.00% |
| 2004 | 7.11% | 0.00% |
| 2003 | 7.37% | 0.00% |
| 2002 | 8.82% | 0.00% |
| 2001 | 9.65% | 0.00% |
| 2000 | 4.33% | 0.00% |
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