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George Putnam Balanced Fund (PGEMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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Visitors trend2W10W9M

25.98

-0.24

(-0.92%)

At close: 08:01PM EST

Risk Overview

Morningstar Risk Rating★★★

Number of Years Up23

Number of Years Down6

Best 1 Yr Total Return (Nov 5, 2024)25.14%

Worst 1 Yr Total Return (Nov 5, 2024)N/A

Risk Statistics

3 Years

PGEMXCategory Average

5 Years

PGEMXCategory Average

10 Years

PGEMXCategory Average

Alpha

2.72-0.01

2.9-0.01

1.86-0

BETA

0.980.01

0.990.01

1.020.01

Mean Annual Return

0.450.01

0.80.01

0.70.01

R-squared

92.280.93

93.330.92

93.050.92

Standard Deviation

12.910.13

12.770.1

10.550.09

Sharpe Ratio

0.110.01

0.560.01

0.630.01

Treynor Ratio

0.680.09

6.710.09

6.20.07