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George Putnam Balanced Fund (PGEOX)

Nasdaq - Nasdaq Precio retrasado. Moneda en USD.
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25.62+0.15 (+0.59%)
Al cierre: 08:01PM EDT

Información general del desempeño

Índice de retornos de MorningstarN/D1
Retorno anual acumulado12.43%
Retorno promedio a 5 años9.73%
Número de años al alza66
Número de años a la baja20
Mejor retorno total a 1 año (4 jul 2024)25.80%
Peor retorno total en 1 año (4 jul 2024)N/D
Mejor retorno total a 3 años25.80%
Peor retorno total en 3 años3.39%

Últimos retornos (%) vs. índices de referencia

Los periodos superiores a 1 año se anualizan.
RetornoPGEOXCategoría
AIF10.76%9.69%
1 mes2.69%0.91%
3 meses3.09%5.21%
1 año18.75%27.06%
3 años5.58%11.00%
5 años9.64%10.26%
10 años8.47%8.34%
Último mercado alcista20.41%15.58%
Último mercado bajista-11.53%-12.16%

Historial del rendimiento total anual (%)

Año
PGEOXCategoría
2024
N/DN/D
2023
19.92%N/D
2022
-15.92%N/D
2021
13.91%N/D
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%

Retornos del último trimestre (%)

AñoT1T2T3T4
20247.44%3.09%N/DN/D
20235.66%5.85%-2.70%10.19%
2022-5.71%-11.53%-4.64%5.69%
20212.08%5.89%0.31%5.06%
2020-11.79%14.59%5.88%7.83%
20199.88%4.68%1.73%6.07%
2018-0.96%2.17%4.45%-8.35%
20174.80%2.52%3.33%3.61%
20160.45%2.55%3.33%1.39%
20151.86%-0.56%-5.62%3.44%
20142.29%3.79%0.59%3.45%
20136.46%1.69%2.80%5.82%
20127.56%-1.31%4.89%0.91%
20114.36%0.48%-8.87%7.48%
20103.77%-5.76%7.77%5.47%
2009-2.50%12.57%10.86%3.39%
2008-6.84%-4.34%-8.29%-26.96%
20071.46%2.78%-0.00%-3.22%
20062.29%-0.49%4.39%5.64%
2005-0.57%1.85%1.82%0.89%
20042.52%-0.57%0.29%5.96%
2003-2.99%11.65%0.56%7.78%
20021.80%-5.44%-10.81%6.67%
2001-1.85%3.54%-5.42%4.57%
2000-0.75%-0.07%4.97%4.97%
19991.22%5.47%-6.95%0.79%
19988.16%-0.16%-6.14%9.13%
19972.17%9.60%6.05%1.91%
19963.29%2.58%3.12%6.40%
19957.78%7.43%6.39%5.62%
1994-3.65%1.22%3.56%-1.35%
19934.87%1.65%2.77%1.23%
1992-0.44%3.18%3.27%1.77%
199110.69%1.06%3.95%5.60%
1990-2.21%3.38%-9.02%7.71%
19894.81%6.90%7.35%2.76%
19884.07%5.36%0.91%1.31%
198713.93%1.97%3.36%-13.62%
198612.21%4.60%-4.12%5.60%
19855.93%9.19%-1.59%14.07%
1984-6.09%-7.69%8.99%3.49%
19838.64%5.72%0.45%-0.35%
1982-0.95%1.13%17.55%15.33%
19814.86%0.61%-8.22%9.86%
1980-8.50%18.11%3.30%4.97%
19794.20%4.65%6.63%-0.95%
1978-2.57%6.71%6.55%-4.30%
1977-3.79%3.59%-5.45%2.28%
197615.88%0.35%0.55%6.23%
197514.07%12.97%-10.52%9.42%
1974-5.31%-6.63%-21.35%9.90%
1973-3.95%-4.14%5.05%-7.95%
19727.36%3.44%2.07%5.93%
197110.63%2.27%1.28%3.23%
19700.28%-15.13%12.32%7.55%
1969-2.49%-3.88%0.10%-0.41%
1968-5.84%11.46%4.31%1.01%
196710.70%0.91%5.03%1.24%
19660.72%-2.30%-8.95%7.43%
19654.68%-2.88%6.50%4.49%
19645.75%2.90%2.85%-0.37%
19635.02%3.70%1.12%2.36%
1962-2.99%-18.97%3.95%7.85%
196113.75%0.66%4.25%4.16%
1960-2.17%5.85%-1.81%7.26%
19593.01%4.16%-1.55%5.98%
19586.48%6.47%7.38%10.36%
1957-0.46%4.32%-7.53%-2.96%
19565.40%-0.96%-2.41%3.36%
19553.22%8.16%-0.46%4.03%
19549.16%7.66%6.89%10.80%
1953-1.31%-3.63%-0.62%6.76%
19522.93%2.61%-0.84%5.87%
19511.99%-0.39%9.62%0.67%
19502.56%-0.76%9.36%6.75%
19491.63%-2.95%9.08%8.44%
19481.16%6.94%-5.33%-0.65%
1947-1.60%-1.05%1.14%0.72%
19464.45%1.32%-12.04%4.76%
19453.73%5.99%2.95%5.74%
19445.13%5.96%0.28%6.78%
194314.44%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%

Rango en categoría (por retorno total)

AIF7
1 mes10
3 meses7
1 año7
3 años8
5 años11

Retornos ajustados por comisiones

1 año11.92%
3 años3.51%
5 años8.35%
10 años7.83%