Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGEJX (George Putnam Balanced Fund Class R6) | 6.71% | 18.52% | 15.93% | 9.01% | 10.98% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 12/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGEJX (George Putnam Balanced Fund Class R6) | 12/11/2013 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 18.52 | 15.93 | 9.01 | 10.98 | NA | NA | … | … | 6.71 | 14.41 | 17.07 | 20.33 | -15.69 | 14.19 | 15.83 | 24.58 | -2.66 | 15.45 | 8.28 | -0.74 | 10.89 | 2.37 |
| Sharpe Ratio | NA | 1.87 | 1.27 | 0.58 | 0.81 | NA | NA | … | … | 1.32 | 0.98 | 1.55 | 1.85 | -1.07 | 1.65 | 0.76 | 3.06 | -0.39 | 3.43 | 0.96 | -0.08 | 1.55 | 11.91 |
| Standard Deviation(%) | NA | 8.50 | 10.00 | 11.25 | 11.43 | NA | NA | … | … | 9.92 | 11.80 | 8.69 | 9.07 | 16.06 | 8.60 | 20.53 | 7.54 | 10.39 | 4.34 | 8.40 | 9.69 | 7.04 | 4.83 |
| Draw Down(%) | NA | 5.72 | 12.54 | 21.13 | 22.92 | NA | NA | … | … | 5.72 | 12.31 | 5.28 | 7.08 | 20.40 | 3.80 | 22.92 | 3.71 | 11.86 | 1.36 | 7.30 | 8.77 | 4.87 | 0.20 |
| Yield(%) | 0.00 | 8.20 | 5.81 | 5.23 | 6.82 | 5.34 | 4.00 | … | … | 0.00 | 8.86 | 5.54 | 1.65 | 2.70 | 8.56 | 7.36 | 7.84 | 8.36 | 1.64 | 1.63 | 1.47 | 1.74 | 0.00 |
Data as of 06/12/2026, Common starting date is 12/11/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGEJX (George Putnam Balanced Fund Class R6) |
3.70%
Dec 2019 – Dec 2022 |
5.43%
Mar 2015 – Mar 2020 |
8.42%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGEJX (George Putnam Balanced Fund Class R6) |
18.48%
Sep 2022 – Sep 2025 |
13.61%
Oct 2016 – Oct 2021 |
11.13%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart