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George Putnam Balanced Fund (PGEOX)

Nasdaq - Nasdaq Verzögerter Preis. Währung in USD
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25,28-0,03 (-0,12%)
Börsenschluss: 08:01PM EDT

Performance-Überblick

Morningstar-RenditeratingN/A1
Ertrag im lfd. Jahr10,93%
5-Jahres-Durchschnittsrendite9,68%
Anzahl der Jahre aufwärts66
Anzahl der Jahre abwärts20
Beste 1-Jahresrendite (20. Juni 2024)25,80%
Schlechteste 1-Jahresrendite (20. Juni 2024)N/A
Beste 3-Jahresrendite25,80%
Schlechteste 3-Jahresrendite3,39%

Rollierende Erträge (%) im Vergleich mit Benchmarks

Zeiträume von mehr als einem Jahr werden auf das Jahr umgerechnet.
ErtragPGEOXKategorie
YTD7,86%9,69%
1 Monat3,99%0,91%
3 Monate3,07%5,21%
1 Jahr20,23%27,06%
3 Jahre5,34%11,00%
5 Jahre10,08%10,26%
10 Jahre8,38%8,34%
Letzte Hausse20,41%15,58%
Letzte Baisse-11,53%-12,16%

Jährliche Gesamtrendite (%) im Verlauf

Jahr
PGEOXKategorie
2024
N/AN/A
2023
19,92%N/A
2022
-15,92%N/A
2021
13,91%N/A
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%

Vorige vierteljährliche Erträge (%)

JahrQ1Q2Q3Q4
20247,44%N/AN/AN/A
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%

Rang in Kategorie (nach Gesamtertrag)

YTD8
1 Monat9
3 Monate20
1 Jahr6
3 Jahre7
5 Jahre10

Berichtigte Erträge

1 Jahr13,31%
3 Jahre3,28%
5 Jahre8,78%
10 Jahre7,74%