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George Putnam Balanced Fund (PGELX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.64-0.08 (-0.31%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.93%
5-year average return9.91%
Number of years up7
Number of years down3
Best 1-yr total return (27 June 2024)24.46%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return24.46%
Worst 3-yr total return3.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPGELXCategory
YTD8.03%9.69%
1-month4.02%0.91%
3-month3.16%5.21%
1-year20.58%27.06%
3-year5.62%11.00%
5-year10.37%10.26%
10-year8.67%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%N/AN/AN/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)

YTD8
1-month9
3-month18
1-year5
3-year6
5-year9

Load adjusted returns

1-year20.58%
3-year5.62%
5-year10.37%
10-year8.67%