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PGEOX: GEORGE PUTNAM FUND OF BOSTON CLASS A SHARES (MUTUAL FUND)
Basic Info 28.61 0.55(1.89%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (29%) |
| Start Date: | 05/30/1973 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 8.18% |
| Expenses | 1.69% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.7 | 6.2 | 19.5 | 15.8 | 6.9 | 9.0 | 8.6 | 6.2 | 6.4 | 14.0 | 16.7 | 19.9 | -17.6 | 6.2 | 9.2 | 24.1 | -3.0 | 15.0 | 7.9 | -1.1 | 10.5 | 17.8 | 12.4 | 2.7 | 11.1 | 25.8 | -40.3 | 0.8 | 12.3 | 4.1 | 8.3 | 17.4 | -9.1 | 0.5 | 9.3 | 0.1 | 10.7 | 21.1 | 16.3 | 24.9 | -2.8 | 6.2 | 4.2 | 19.6 | -5.2 | 15.9 | 9.6 | -14.1 | 17.9 | 29.9 | -18.4 | 15.0 | 17.0 | -0.7 | 10.4 | 11.5 | 4.3 | -4.8 | 24.2 | 26.2 | -26.5 | -4.3 |
| Sharpe Ratio | NA | 1.89 | 2.4 | 1.38 | 0.4 | 0.63 | NA | NA | 0.26 | 0.95 | 1.5 | 1.82 | -1.17 | 0.52 | 0.42 | 3.0 | -0.43 | 3.36 | 0.92 | -0.12 | 1.49 | 2.6 | 1.74 | 0.2 | 1.11 | 1.62 | -1.44 | -0.25 | 1.39 | 0.28 | 1.11 | 1.74 | -0.7 | -0.2 | 0.47 | -0.34 | 0.68 | 1.72 | 1.74 | 3.21 | -0.85 | 0.61 | 0.24 | 1.64 | -0.93 | 0.97 | 0.41 | -0.82 | 1.43 | 3.88 | -1.31 | 0.92 | 0.56 | -0.73 | 0.11 | 0.23 | -0.08 | -1.0 | 2.03 | 1.7 | -1.71 | -0.98 |
| Draw Down(%) | NA | 5.7 | 5.7 | 12.6 | 26.6 | 26.6 | NA | NA | 50.6 | 12.3 | 5.3 | 7.2 | 20.6 | 10.1 | 23.0 | 3.8 | 11.9 | 1.4 | 7.3 | 8.9 | 4.9 | 4.1 | 5.8 | 12.0 | 8.6 | 15.7 | 47.9 | 7.2 | 4.4 | 4.4 | 5.6 | 8.8 | 20.7 | 11.6 | 8.2 | 11.1 | 11.7 | 6.5 | 3.8 | 3.9 | 7.4 | 6.0 | 5.5 | 6.2 | 12.9 | 7.5 | 4.9 | 28.6 | 6.5 | 3.7 | 31.8 | 6.3 | 11.8 | 12.9 | 19.2 | 12.2 | 12.4 | 11.5 | 5.6 | 11.8 | 34.3 | 14.3 |
| Standard Deviation(%) | NA | 9.6 | 8.1 | 9.9 | 11.9 | 11.9 | NA | NA | 12.2 | 11.8 | 8.7 | 9.0 | 16.3 | 12.0 | 21.2 | 7.5 | 10.3 | 4.3 | 8.4 | 9.7 | 7.0 | 6.8 | 7.1 | 13.2 | 9.9 | 15.8 | 28.6 | 9.5 | 6.4 | 6.4 | 6.6 | 9.6 | 14.7 | 9.8 | 10.9 | 9.7 | 10.6 | 10.1 | 7.2 | 6.5 | 7.0 | 6.7 | 7.1 | 9.5 | 11.4 | 10.3 | 11.6 | 22.3 | 9.5 | 6.3 | 19.4 | 9.3 | 16.2 | 15.2 | 16.0 | 17.8 | 11.2 | 8.6 | 10.1 | 12.9 | 18.8 | 13.1 |
| Treynor Ratio | NA | 0.18 | 0.2 | 0.14 | 0.05 | 0.07 | NA | NA | 0.03 | 0.11 | 0.13 | 0.17 | -0.19 | 0.06 | 0.09 | 0.22 | -0.04 | 0.14 | 0.07 | -0.01 | 0.1 | 0.18 | 0.13 | 0.03 | 0.12 | 0.28 | -0.35 | -0.02 | 0.09 | 0.02 | 0.08 | 0.17 | -0.1 | -0.03 | 0.1 | -0.05 | 0.09 | 0.18 | 0.14 | 0.24 | -0.07 | 0.06 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | -0.03 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.02 | -0.08 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.03 | -0.04 | -0.02 | 0.0 | 0.02 | 0.0 | -0.01 | -0.01 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.03 | 0.99 | 1.01 | 1.02 | 1.01 | NA | NA | 0.96 | 1.01 | 1.01 | 0.99 | 1.0 | 1.08 | 0.99 | 1.05 | 1.04 | 1.03 | 1.06 | 1.11 | 1.03 | 0.97 | 0.94 | 0.96 | 0.93 | 0.92 | 1.16 | 1.01 | 0.94 | 0.97 | 0.9 | 1.0 | 1.02 | 0.71 | 0.49 | 0.72 | 0.84 | 0.97 | 0.87 | 0.88 | 0.89 | 0.73 | 0.82 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.98 | 0.94 | 0.97 | 0.91 | 0.92 | NA | NA | 0.48 | 0.97 | 0.97 | 0.97 | 0.98 | 0.58 | 0.93 | 0.98 | 0.97 | 0.92 | 0.98 | 0.98 | 0.95 | 0.96 | 0.94 | 0.97 | 0.97 | 0.92 | 0.93 | 0.95 | 0.95 | 0.96 | 0.89 | 0.95 | 0.93 | 0.81 | 0.41 | 0.72 | 0.87 | 0.95 | 0.91 | 0.55 | 0.79 | 0.45 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.6 | 5.2 | 1.3 | 0.7 | 0.6 | 1.1 | 7.5 | 8.0 | 1.2 | 1.3 | 1.1 | 1.4 | 1.5 | 1.6 | 1.7 | 1.8 | 4.1 | 4.3 | 11.7 | 11.2 | 4.8 | 1.8 | 2.3 | 2.6 | 3.1 | 3.6 | 10.1 | 10.0 | 11.0 | 10.1 | 4.5 | 4.1 | 4.6 | 4.9 | 5.7 | 5.0 | 6.6 | 5.9 | 5.4 | 6.1 | 8.8 | 6.6 | 7.4 | 9.2 | 7.2 | 7.1 | 5.9 | 5.3 | 4.5 | 4.7 | 5.3 | 3.7 | 2.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 84.2 | 372.6 | 45.7 | 20.1 | -39.0 | -82.3 | -17.3 | 629.9 | 6.2 | 11.2 | -11.8 | 4.4 | 1.5 | 0.0 | 0.0 | -46.7 | -45.7 | -67.4 | 4.6 | 135.5 | 175.6 | -11.4 | -17.8 | -18.0 | -8.4 | -68.8 | 1.5 | -0.2 | 15.1 | 171.4 | 1.2 | -9.5 | -7.4 | 0.0 | 0.0 | -16.0 | 12.5 | -10.0 | 0.0 | -16.7 | 0.0 | -4.0 | -15.3 | 18.0 | 5.3 | 25.0 | 13.4 | 4.7 | 12.3 | 7.5 | 1.9 | 33.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/03/1973
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