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George Putnam Balanced Fund (PGELX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
26.93-0.25 (-0.92%)
At close: 08:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return17.87%
5-Year Average Return10.37%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Nov 5, 2024)24.46%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return24.46%
Worst 3-Yr Total Return3.66%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPGELXCategory
YTD15.22%9.69%
1-Month-1.38%0.91%
3-Month2.59%5.21%
1-Year29.15%27.06%
3-Year5.48%11.00%
5-Year10.00%10.26%
10-Year8.92%8.34%
Last Bull Market20.57%15.58%
Last Bear Market-11.45%-12.16%

Annual Total Return (%) History

Year
PGELXCategory
2024
N/AN/A
2023
20.22%N/A
2022
-15.70%N/A
2021
14.17%N/A
2020
15.73%11.72%
2019
24.46%19.23%
2018
-2.86%-5.76%
2017
15.37%13.21%
2016
8.19%7.34%
2015
-0.84%-1.93%
2014
10.77%6.21%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.56%3.13%5.32%N/A
20235.75%5.92%-2.64%10.24%
2022-5.66%-11.45%-4.59%5.77%
20212.12%5.96%0.36%5.13%
2020-11.72%14.63%5.99%7.90%
20199.97%4.80%1.78%6.10%
2018-0.84%2.22%4.54%-8.32%
20174.93%2.57%3.42%3.65%
20160.52%2.61%3.45%1.40%
20151.99%-0.55%-5.53%3.50%
20142.34%3.91%0.59%3.56%

Rank In Category (By Total Return)

YTD7
1-Month36
3-Month16
1-Year6
3-Year9
5-Year10

Load Adjusted Returns

1-Year29.15%
3-Year5.48%
5-Year10.00%
10-Year8.92%