George Putnam Balanced Fund
George Putnam Balanced Fund

Average annual returns

No trailing-return data available for this share class.

Risk statistics

78 months through Jan. 31, 2026
Volatility (ann.)
8.91%
Sharpe
1.72
Sortino
3.47
Max drawdown
-17.56%
Best month
8.38%
Worst month
-8.43%
Beta vs VTSAX
0.36
Correlation
0.49

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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