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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

Risk overview

Morningstar risk rating★★★

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

Risk statistics

3 years

PGPRXCategory average

5 years

PGPRXCategory average

10 years

PGPRXCategory average

Alpha

4.22-0.01

3.36-0.01

2.45-0

BETA

1.020.01

10.01

1.020.01

Mean annual return

0.50.01

0.820.01

0.710.01

R-squared

92.540.93

93.60.92

93.270.92

Standard deviation

13.260.13

12.730.1

10.580.09

Sharpe ratio

0.20.01

0.590.01

0.650.01

Treynor ratio

1.850.09

7.050.09

6.440.07