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George Putnam Balanced R (PGPRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.50+0.14 (+0.55%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.29%
5-year average return9.44%
Number of years up16
Number of years down4
Best 1-yr total return (4 Jul 2024)25.45%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return25.45%
Worst 3-yr total return3.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPGPRXCategory
YTD10.66%9.69%
1-month2.66%0.91%
3-month3.03%5.21%
1-year18.43%27.06%
3-year5.31%11.00%
5-year9.36%10.26%
10-year8.19%8.34%
Last bull market20.31%15.58%
Last bear market-11.51%-12.16%

Annual total return (%) history

Year
PGPRXCategory
2024
N/AN/A
2023
19.62%N/A
2022
-16.16%N/A
2021
13.59%N/A
2020
15.14%11.72%
2019
23.81%19.23%
2018
-3.37%-5.76%
2017
14.73%13.21%
2016
7.66%7.34%
2015
-1.36%-1.93%
2014
10.17%6.21%
2013
17.44%16.48%
2012
12.11%11.72%
2011
2.45%-0.11%
2010
10.89%11.83%
2009
25.45%24.13%
2008
-40.38%-28.00%
2007
0.72%5.99%
2006
11.94%11.29%
2005
3.77%5.13%
2004
8.07%8.86%
2003
N/A20.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.41%3.03%N/AN/A
20235.63%5.82%-2.77%10.07%
2022-5.80%-11.51%-4.72%5.56%
20211.98%5.85%0.21%5.01%
2020-11.85%14.52%5.80%7.81%
20199.80%4.64%1.67%5.99%
2018-1.02%2.12%4.40%-8.44%
20174.72%2.48%3.28%3.52%
20160.40%2.44%3.35%1.28%
20151.82%-0.62%-5.69%3.37%
20142.17%3.81%0.46%3.40%
20136.32%1.64%2.75%5.77%
20127.51%-1.37%4.84%0.85%
20114.31%0.42%-8.96%7.43%
20103.70%-5.75%7.71%5.33%
2009-2.69%12.55%10.83%3.34%
2008-6.92%-4.39%-8.30%-26.94%
20071.39%2.73%-0.02%-3.29%
20062.21%-0.55%4.35%5.54%
2005-0.66%1.86%1.71%0.83%
20042.45%-0.63%0.19%5.95%
200311.53%0.54%7.71%N/A

Rank in category (by total return)

YTD7
1-month11
3-month8
1-year7
3-year11
5-year12

Load adjusted returns

1-year18.43%
3-year5.31%
5-year9.36%
10-year8.19%