George Putnam Balanced R (PGPRX)

20.39 +0.28 (+1.39%) USD  |  May 13 2022

PGPRX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 13, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
George Putnam Balanced R
12.11%
17.44%
10.17%
-1.36%
7.66%
14.73%
-3.37%
23.81%
15.14%
13.59%
-13.44%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-15.12%
PGIM Balanced R
12.62%
18.14%
9.45%
0.49%
7.63%
13.73%
-6.01%
18.82%
8.39%
13.91%
-12.45%
JHancock Balanced R2
15.44%
19.63%
8.24%
-1.98%
7.99%
13.77%
-5.05%
21.19%
15.85%
14.43%
-12.93%
Touchstone Balanced R6
11.59%
19.14%
6.91%
-0.28%
7.58%
15.68%
-2.76%
23.00%
18.75%
14.04%
-13.50%
Federated Hermes MDT Balanced R6
11.46%
21.56%
8.33%
-2.78%
6.51%
14.15%
-2.88%
19.07%
16.11%
17.39%
-12.12%
As of May 13, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
George Putnam Balanced R
-6.34%
-8.31%
-13.99%
-5.34%
8.26%
7.84%
8.56%
4.54%
5.19%
7.11%
S&P 500 Total Return
-9.40%
-8.58%
-13.44%
-0.76%
14.60%
12.99%
13.73%
8.97%
8.96%
10.06%
PGIM Balanced R
-6.16%
-8.60%
-12.13%
-6.24%
6.07%
5.61%
7.37%
5.09%
5.89%
6.41%
JHancock Balanced R2
-6.29%
-7.43%
-11.97%
-5.29%
8.26%
7.49%
8.21%
6.80%
7.31%
7.27%
Touchstone Balanced R6
-7.69%
-9.27%
-13.68%
-6.84%
9.63%
8.89%
8.83%
6.88%
7.25%
7.59%
Federated Hermes MDT Balanced R6
-6.14%
-7.43%
-11.86%
-2.83%
9.20%
8.70%
8.57%
5.16%
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7.24%
As of May 13, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of April 30, 2022