Nasdaq - Delayed Quote USD

George Putnam Balanced Fund (PGEBX)

25.23
-0.02
(-0.08%)
At close: 8:01:57 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 12.13%
5y Average Return 8.92%
Number of Years Up 23
Number of Years Down 8
Best 1Y Total Return (Sep 4, 2024) 24.74%
Worst 1Y Total Return (Sep 4, 2024) --
Best 3Y Total Return 24.74%
Worst 3Y Total Return 2.62%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PGEBX
Category
YTD
13.47%
9.69%
1-Month
1.60%
0.91%
3-Month
5.50%
5.21%
1-Year
20.22%
27.06%
3-Year
4.48%
11.00%
5-Year
9.24%
10.26%
10-Year
7.79%
8.34%
Last Bull Market
20.03%
15.58%
Last Bear Market
-11.66%
-12.16%

Annual Total Return (%) History

Year
PGEBX
Category
2024
--
--
2023
18.98%
--
2022
-16.56%
--
2021
13.09%
--
2020
14.53%
11.72%
2019
23.23%
19.23%
2018
-3.87%
-5.76%
2017
14.20%
13.21%

2016
7.08%
7.34%
2015
-1.86%
-1.93%
2014
9.64%
6.21%
2013
16.92%
16.48%
2012
11.54%
11.72%
2011
1.90%
-0.11%
2010
10.28%
11.83%
2009
24.74%
24.13%
2008
-40.72%
-28.00%
2007
0.15%
5.99%
2006
11.35%
11.29%
2005
3.27%
5.13%
2004
7.51%
8.86%
2003
16.53%
20.35%
2002
-9.07%
-12.02%
2001
-0.28%
-5.05%
2000
8.52%
1.82%
1999
-0.62%
10.71%
1998
9.77%
13.52%
1997
20.12%
19.63%
1996
15.42%
13.70%
1995
29.07%
25.63%
1994
-1.02%
-2.52%
1993
10.07%
11.37%
1992
--
7.73%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.29% 2.89% -- --
2023 5.49% 5.62% -2.85% 9.92%
2022 -5.92% -11.66% -4.85% 5.51%
2021 1.90% 5.72% 0.08% 4.89%
2020 -11.96% 14.34% 5.72% 7.62%
2019 9.68% 4.54% 1.50% 5.89%
2018 -1.10% 1.94% 4.29% -8.58%
2017 4.66% 2.35% 3.10% 3.39%
2016 0.26% 2.40% 3.11% 1.16%
2015 1.69% -0.75% -5.81% 3.22%

2014 2.05% 3.64% 0.35% 3.31%
2013 6.26% 1.52% 2.63% 5.61%
2012 7.44% -1.52% 4.66% 0.73%
2011 4.21% 0.28% -9.08% 7.25%
2010 3.60% -5.94% 7.53% 5.24%
2009 -2.85% 12.50% 10.56% 3.23%
2008 -6.99% -4.52% -8.50% -27.05%
2007 1.28% 2.60% -0.16% -3.46%
2006 2.06% -0.64% 4.16% 5.43%
2005 -0.76% 1.68% 1.58% 0.76%
2004 2.29% -0.78% 0.10% 5.82%
2003 -3.21% 11.50% 0.31% 7.65%
2002 1.68% -5.65% -10.95% 6.45%
2001 -2.04% 3.33% -5.59% 4.35%
2000 -0.90% -0.26% 4.75% 4.81%
1999 1.05% 5.27% -7.18% 0.65%
1998 7.91% -0.33% -6.31% 8.94%
1997 1.95% 9.42% 5.86% 1.73%
1996 3.08% 2.43% 2.95% 6.19%
1995 7.53% 7.21% 6.16% 5.46%
1994 -3.83% 1.05% 3.39% -1.49%
1993 4.70% 1.44% 2.53% 1.07%
1992 3.06% 1.55% -- --

Rank in Category (By Total Return)

YTD 11
1-Month 74
3-Month 44
1-Year 10
3-Year 24
5-Year 22

Load Adjusted Returns

1-Year 15.22%
3-Year 3.55%
5-Year 8.96%
10-Year 7.79%

Performance & Risk

YTD Return 12.13%
5y Average Return 8.92%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Franklin Templeton Investments
Net Assets 2.11B
YTD Return 13.47%
Yield 0.42%
Morningstar Rating
Inception Date Jan 21, 2003

Fund Summary

The fund invests mainly in a combination of bonds and common stocks (growth or value stocks or both) of large U.S. companies, with a greater focus on common stocks. For example, the managers may purchase stocks of companies with stock prices that reflect a value lower than that which the managers place on the company.

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