Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGELX (George Putnam Balanced Fund Class R5) | 6.67% | 18.43% | 15.84% | 8.93% | 10.89% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 12/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGELX (George Putnam Balanced Fund Class R5) | 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 | 18.43 | 15.84 | 8.93 | 10.89 | NA | NA | … | … | 6.67 | 14.30 | 17.00 | 20.22 | -15.72 | 14.06 | 15.73 | 24.48 | -2.75 | 15.37 | 8.19 | -0.84 | 10.77 | 2.37 |
| Sharpe Ratio | NA | 1.86 | 1.26 | 0.57 | 0.80 | NA | NA | … | … | 1.30 | 0.97 | 1.54 | 1.84 | -1.07 | 1.63 | 0.75 | 3.03 | -0.40 | 3.47 | 0.95 | -0.09 | 1.53 | 11.64 |
| Standard Deviation(%) | NA | 8.50 | 10.00 | 11.24 | 11.42 | NA | NA | … | … | 9.95 | 11.78 | 8.70 | 9.08 | 16.02 | 8.63 | 20.48 | 7.58 | 10.38 | 4.26 | 8.37 | 9.68 | 7.04 | 4.94 |
| Draw Down(%) | NA | 5.72 | 12.58 | 21.15 | 22.96 | NA | NA | … | … | 5.72 | 12.31 | 5.31 | 7.08 | 20.43 | 3.81 | 22.96 | 3.71 | 11.88 | 1.41 | 7.30 | 8.82 | 4.93 | 0.20 |
| Yield(%) | 0.00 | 8.04 | 5.66 | 5.10 | 6.62 | 5.17 | 3.88 | … | … | 0.00 | 8.66 | 5.38 | 1.54 | 2.56 | 8.40 | 6.94 | 7.71 | 8.23 | 1.16 | 1.55 | 1.37 | 1.62 | 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 |
|---|---|---|---|---|
| PGELX (George Putnam Balanced Fund Class R5) |
3.62%
Dec 2019 – Dec 2022 |
5.34%
Mar 2015 – Mar 2020 |
8.33%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGELX (George Putnam Balanced Fund Class R5) |
18.41%
Sep 2022 – Sep 2025 |
13.53%
Oct 2016 – Oct 2021 |
11.04%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart