PGEBX - George Putnam Balanced Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Risk Overview

Morningstar Risk Rating★★★
Number of Years Up22
Number of Years Down8
Best 1 Yr Total Return (Jun 5, 2023)24.74%
Worst 1 Yr Total Return (Jun 5, 2023)N/A

Risk Statistics

3 Years
PGEBXCategory Average
5 Years
PGEBXCategory Average
10 Years
PGEBXCategory Average
Alpha
0.88-0.01
1.87-0.01
1.18-0
BETA
1.010.01
1.030.01
1.020.01
Mean Annual Return
0.510.01
0.590.01
0.60.01
R-squared
92.440.93
94.30.92
93.360.92
Standard Deviation
12.780.13
12.720.1
10.080.09
Sharpe Ratio
0.370.01
0.430.01
0.610.01
Treynor Ratio
3.990.09
4.690.09
5.670.07