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PGEBX: GEORGE PUTNAM FUND OF BOSTON CLASS B SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (28%) |
| Start Date: | 05/08/1992 |
| Last Dividend Date: | 08/28/2024 |
| 12-Mo. Yield | 0.22% |
| Expenses | 1.69% |
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Performance Analytics (As of 04/21/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 9.1 | 6.2 | 6.3 | 5.6 | 6.8 | 4.6 | 5.2 | 0.0 | 12.0 | 19.0 | -18.2 | 5.4 | 8.3 | 23.2 | -3.8 | 14.2 | 7.1 | -1.9 | 9.6 | 16.9 | 11.5 | 1.9 | 10.5 | 24.7 | -40.7 | 0.0 | 11.4 | 3.3 | 7.5 | 16.5 | -8.9 | -0.3 | 8.5 | -0.7 | 9.8 | 20.1 | 15.4 | 23.9 | -3.4 | 5.5 | 1.3 |
| Sharpe Ratio | NA | 0.99 | 0.28 | 0.38 | 0.37 | NA | NA | 0.33 | 0.0 | 1.15 | 1.71 | -1.21 | 0.45 | 0.38 | 2.88 | -0.5 | 3.17 | 0.83 | -0.19 | 1.37 | 2.49 | 1.6 | 0.14 | 1.05 | 1.55 | -1.46 | -0.33 | 1.25 | 0.16 | 0.98 | 1.65 | -0.69 | -0.28 | 0.39 | -0.41 | 0.6 | 1.63 | 1.61 | 3.02 | -0.93 | 0.49 | -0.04 |
| Draw Down(%) | NA | 5.4 | 13.2 | 27.1 | 27.1 | NA | NA | 51.2 | 0.0 | 5.4 | 7.3 | 21.1 | 10.2 | 23.0 | 3.8 | 12.2 | 1.4 | 7.4 | 9.2 | 4.9 | 4.2 | 5.9 | 12.4 | 8.6 | 15.7 | 48.3 | 7.6 | 4.5 | 4.5 | 5.7 | 8.9 | 20.4 | 11.9 | 8.3 | 11.4 | 11.8 | 6.5 | 3.8 | 3.9 | 7.8 | 6.1 | 5.5 |
| Standard Deviation(%) | NA | 5.8 | 10.7 | 11.6 | 11.5 | NA | NA | 11.2 | NA | 7.3 | 9.1 | 16.3 | 12.0 | 21.2 | 7.6 | 10.4 | 4.3 | 8.3 | 9.7 | 7.0 | 6.8 | 7.2 | 13.1 | 9.9 | 15.8 | 28.5 | 9.5 | 6.4 | 6.4 | 6.7 | 9.6 | 14.7 | 9.8 | 11.0 | 9.8 | 10.6 | 10.1 | 7.2 | 6.6 | 7.0 | 6.7 | 7.4 |
| Treynor Ratio | NA | 0.27 | 0.04 | 0.05 | 0.05 | NA | NA | 0.04 | NA | 0.14 | 0.17 | -0.2 | 0.05 | 0.08 | 0.21 | -0.05 | 0.13 | 0.07 | -0.02 | 0.09 | 0.17 | 0.12 | 0.02 | 0.11 | 0.27 | -0.36 | -0.03 | 0.09 | 0.01 | 0.07 | 0.16 | -0.1 | -0.04 | 0.09 | -0.06 | 0.08 | 0.17 | 0.13 | 0.22 | -0.07 | 0.05 | 0.0 |
| Alpha | NA | 0.02 | 0.02 | 0.0 | 0.0 | NA | NA | -0.01 | -0.01 | 0.01 | 0.02 | 0.0 | -0.02 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.02 | -0.09 | -0.02 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.03 | -0.05 | -0.02 | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 |
| Beta | NA | 0.21 | 0.73 | 0.82 | 0.91 | NA | NA | 0.92 | 0.0 | 0.62 | 0.92 | 1.0 | 1.04 | 0.99 | 1.05 | 1.04 | 1.02 | 1.05 | 1.11 | 1.03 | 0.97 | 0.95 | 0.95 | 0.92 | 0.92 | 1.16 | 1.01 | 0.94 | 0.96 | 0.9 | 1.0 | 1.02 | 0.71 | 0.49 | 0.73 | 0.84 | 0.97 | 0.87 | 0.9 | 0.9 | 0.72 | 0.86 |
| RSquared | NA | 0.2 | 0.71 | 0.69 | 0.82 | NA | NA | 0.83 | 0.0 | 0.6 | 0.93 | 0.98 | 0.55 | 0.93 | 0.98 | 0.96 | 0.92 | 0.98 | 0.98 | 0.96 | 0.96 | 0.93 | 0.97 | 0.97 | 0.92 | 0.93 | 0.95 | 0.95 | 0.95 | 0.89 | 0.95 | 0.93 | 0.81 | 0.42 | 0.72 | 0.87 | 0.95 | 0.92 | 0.56 | 0.79 | 0.44 | 0.07 |
| Yield(%) | N/A | 0.2 | 0.3 | 0.2 | 1.8 | 2.1 | 2.6 | N/A | 0.0 | 0.3 | 0.4 | 0.1 | 0.0 | 0.4 | 6.7 | 7.3 | 0.4 | 0.5 | 0.4 | 0.6 | 0.7 | 0.8 | 0.9 | 1.2 | 3.3 | 3.6 | 11.0 | 10.5 | 4.0 | 1.1 | 1.6 | 2.8 | 2.3 | 2.8 | 9.5 | 9.3 | 10.3 | 9.4 | 3.7 | 3.4 | 4.0 | 3.5 |
| Dividend Growth(%) | N/A | -42.9 | -85.9 | -92.4 | -47.9 | N/A | N/A | N/A | -100.0 | -2.5 | 433.3 | N/A | -100.0 | -93.7 | -18.7 | 1817.1 | -8.4 | 38.3 | -35.5 | -2.1 | -5.9 | -1.9 | -23.1 | -55.2 | -48.1 | -70.8 | 4.9 | 160.8 | 295.6 | -22.9 | -49.2 | 17.1 | -10.8 | -73.7 | 1.5 | -0.7 | 15.2 | 206.7 | 0.4 | -12.6 | 12.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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