Nasdaq - Delayed Quote USD

George Putnam Balanced Fund (PGEOX)

26.65 +0.07 (+0.26%)
At close: October 18 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 17.34%
5y Average Return 10.47%
Number of Years Up 66
Number of Years Down 20
Best 1Y Total Return (Oct 18, 2024) 25.80%
Worst 1Y Total Return (Oct 18, 2024) --
Best 3Y Total Return 25.80%
Worst 3Y Total Return 3.39%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PGEOX
Category
YTD
16.59%
9.69%
1-Month
2.28%
0.91%
3-Month
5.26%
5.21%
1-Year
28.47%
27.06%
3-Year
7.29%
11.00%
5-Year
10.39%
10.26%
10-Year
8.96%
8.34%
Last Bull Market
20.41%
15.58%
Last Bear Market
-11.53%
-12.16%

Annual Total Return (%) History

Year
PGEOX
Category
2024
--
--
2023
19.92%
--
2022
-15.92%
--
2021
13.91%
--
2020
15.41%
11.72%
2019
24.11%
19.23%
2018
-3.14%
-5.76%
2017
15.02%
13.21%

2016
7.93%
7.34%
2015
-1.10%
-1.93%
2014
10.48%
6.21%
2013
17.76%
16.48%
2012
12.36%
11.72%
2011
2.71%
-0.11%
2010
11.15%
11.83%
2009
25.80%
24.13%
2008
-40.30%
-28.00%
2007
0.92%
5.99%
2006
12.25%
11.29%
2005
4.04%
5.13%
2004
8.32%
8.86%
2003
17.40%
20.35%
2002
-8.42%
-12.02%
2001
0.51%
-5.05%
2000
9.28%
1.82%
1999
0.12%
10.71%
1998
10.60%
13.52%
1997
21.02%
19.63%
1996
16.26%
13.70%
1995
30.12%
25.63%
1994
-0.38%
-2.52%
1993
10.90%
11.37%
1992
7.96%
7.73%
1991
22.80%
24.89%
1990
-0.92%
-1.10%
1989
23.60%
19.04%
1988
12.10%
12.38%
1987
3.72%
2.33%
1986
18.84%
16.43%
1985
29.84%
27.31%
1984
-2.22%
8.22%
1983
14.97%
17.96%
1982
35.80%
29.46%
1981
6.37%
4.32%
1980
17.18%
19.48%
1979
15.17%
15.00%
1978
6.02%
4.67%
1977
-3.61%
0.43%
1976
24.22%
27.96%
1975
26.16%
29.04%
1974
-23.57%
-16.55%
1973
-10.97%
-14.06%
1972
20.06%
8.41%
1971
18.28%
13.97%
1970
2.80%
2.83%
1969
-6.57%
-13.18%
1968
10.59%
14.58%
1967
18.79%
18.14%
1966
-3.75%
-7.48%
1965
13.14%
12.18%
1964
11.51%
11.92%
1963
12.73%
13.59%
1962
-11.88%
-7.04%
1961
24.33%
20.08%
1960
9.07%
2.92%
1959
11.95%
6.96%
1958
34.35%
34.00%
1957
-6.82%
-7.52%
1956
5.29%
3.50%
1955
15.62%
14.17%
1954
39.19%
34.02%
1953
0.92%
-0.79%
1952
10.88%
9.24%
1951
12.11%
11.13%
1950
18.83%
15.89%
1949
16.66%
14.44%
1948
1.74%
0.23%
1947
-0.81%
-2.48%
1946
-2.48%
-5.09%
1945
19.69%
27.63%
1944
19.29%
21.77%
1943
22.06%
28.08%
1942
9.13%
12.20%
1941
-4.74%
-6.93%
1940
-7.38%
-4.62%
1939
-0.38%
-1.30%
1938
9.77%
18.65%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.44% 3.09% 5.26% --
2023 5.66% 5.85% -2.70% 10.19%
2022 -5.71% -11.53% -4.64% 5.69%
2021 2.08% 5.89% 0.31% 5.06%
2020 -11.79% 14.59% 5.88% 7.83%
2019 9.88% 4.68% 1.73% 6.07%
2018 -0.96% 2.17% 4.45% -8.35%
2017 4.80% 2.52% 3.33% 3.61%
2016 0.45% 2.55% 3.33% 1.39%
2015 1.86% -0.56% -5.62% 3.44%

2014 2.29% 3.79% 0.59% 3.45%
2013 6.46% 1.69% 2.80% 5.82%
2012 7.56% -1.31% 4.89% 0.91%
2011 4.36% 0.48% -8.87% 7.48%
2010 3.77% -5.76% 7.77% 5.47%
2009 -2.50% 12.57% 10.86% 3.39%
2008 -6.84% -4.34% -8.29% -26.96%
2007 1.46% 2.78% -0.00% -3.22%
2006 2.29% -0.49% 4.39% 5.64%
2005 -0.57% 1.85% 1.82% 0.89%
2004 2.52% -0.57% 0.29% 5.96%
2003 -2.99% 11.65% 0.56% 7.78%
2002 1.80% -5.44% -10.81% 6.67%
2001 -1.85% 3.54% -5.42% 4.57%
2000 -0.75% -0.07% 4.97% 4.97%
1999 1.22% 5.47% -6.95% 0.79%
1998 8.16% -0.16% -6.14% 9.13%
1997 2.17% 9.60% 6.05% 1.91%
1996 3.29% 2.58% 3.12% 6.40%
1995 7.78% 7.43% 6.39% 5.62%
1994 -3.65% 1.22% 3.56% -1.35%
1993 4.87% 1.65% 2.77% 1.23%
1992 -0.44% 3.18% 3.27% 1.77%
1991 10.69% 1.06% 3.95% 5.60%
1990 -2.21% 3.38% -9.02% 7.71%
1989 4.81% 6.90% 7.35% 2.76%
1988 4.07% 5.36% 0.91% 1.31%
1987 13.93% 1.97% 3.36% -13.62%
1986 12.21% 4.60% -4.12% 5.60%
1985 5.93% 9.19% -1.59% 14.07%
1984 -6.09% -7.69% 8.99% 3.49%
1983 8.64% 5.72% 0.45% -0.35%
1982 -0.95% 1.13% 17.55% 15.33%
1981 4.86% 0.61% -8.22% 9.86%
1980 -8.50% 18.11% 3.30% 4.97%
1979 4.20% 4.65% 6.63% -0.95%
1978 -2.57% 6.71% 6.55% -4.30%
1977 -3.79% 3.59% -5.45% 2.28%
1976 15.88% 0.35% 0.55% 6.23%
1975 14.07% 12.97% -10.52% 9.42%
1974 -5.31% -6.63% -21.35% 9.90%
1973 -3.95% -4.14% 5.05% -7.95%
1972 7.36% 3.44% 2.07% 5.93%
1971 10.63% 2.27% 1.28% 3.23%
1970 0.28% -15.13% 12.32% 7.55%
1969 -2.49% -3.88% 0.10% -0.41%
1968 -5.84% 11.46% 4.31% 1.01%
1967 10.70% 0.91% 5.03% 1.24%
1966 0.72% -2.30% -8.95% 7.43%
1965 4.68% -2.88% 6.50% 4.49%
1964 5.75% 2.90% 2.85% -0.37%
1963 5.02% 3.70% 1.12% 2.36%
1962 -2.99% -18.97% 3.95% 7.85%
1961 13.75% 0.66% 4.25% 4.16%
1960 -2.17% 5.85% -1.81% 7.26%
1959 3.01% 4.16% -1.55% 5.98%
1958 6.48% 6.47% 7.38% 10.36%
1957 -0.46% 4.32% -7.53% -2.96%
1956 5.40% -0.96% -2.41% 3.36%
1955 3.22% 8.16% -0.46% 4.03%
1954 9.16% 7.66% 6.89% 10.80%
1953 -1.31% -3.63% -0.62% 6.76%
1952 2.93% 2.61% -0.84% 5.87%
1951 1.99% -0.39% 9.62% 0.67%
1950 2.56% -0.76% 9.36% 6.75%
1949 1.63% -2.95% 9.08% 8.44%
1948 1.16% 6.94% -5.33% -0.65%
1947 -1.60% -1.05% 1.14% 0.72%
1946 4.45% 1.32% -12.04% 4.76%
1945 3.73% 5.99% 2.95% 5.74%
1944 5.13% 5.96% 0.28% 6.78%
1943 14.44% 5.56% 0.90% 0.13%
1942 -4.82% 1.94% 6.57% 5.54%
1941 -1.38% 0.84% 2.69% -6.72%
1940 -0.36% -13.51% 8.12% -0.60%
1939 -9.94% 0.69% 9.94% -0.07%
1938 -13.36% 17.97% 1.27% 6.06%

Rank in Category (By Total Return)

YTD 5
1-Month 5
3-Month 65
1-Year 5
3-Year 9
5-Year 11

Load Adjusted Returns

1-Year 21.08%
3-Year 5.19%
5-Year 9.09%
10-Year 8.32%

Performance & Risk

YTD Return 17.34%
5y Average Return 10.47%
Rank in Category (ytd) 5
% 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 16.59%
Yield 1.22%
Morningstar Rating
Inception Date Dec 02, 2013

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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