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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

Risk overview

Morningstar risk rating★★★

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

Risk statistics

3 years

PGELXCategory average

5 years

PGELXCategory average

10 years

PGELXCategory average

Alpha

4.59-0.01

3.6-0.01

2.82-0

BETA

1.020.01

10.01

1.020.01

Mean annual return

0.530.01

0.890.01

0.740.01

R-squared

92.770.93

940.92

93.490.92

Standard deviation

13.250.13

12.830.1

10.570.09

Sharpe ratio

0.240.01

0.660.01

0.70.01

Treynor ratio

2.30.09

8.110.09

6.960.07