George Putnam Balanced Fund Price on September 11, 2023
| PGEJX Fund | USD 25.94 0.19 0.73% |
Below is the normalized historical share price chart for George Putnam Balanced extending back to December 06, 2013. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of George Putnam stands at 25.94, as last reported on the 25th of December, with the highest price reaching 25.94 and the lowest price hitting 25.94 during the day.
If you're considering investing in George Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider George Mutual Fund to be very steady. George Putnam Balanced holds Efficiency (Sharpe) Ratio of 0.0399, which attests that the entity had a 0.0399% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for George Putnam Balanced, which you can use to evaluate the volatility of the entity. Please check out George Putnam's Downside Deviation of 0.5777, market risk adjusted performance of 0.2115, and Risk Adjusted Performance of 0.0355 to validate if the risk estimate we provide is consistent with the expected return of 0.0204%.
George Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
George |
Sharpe Ratio = 0.0399
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| Negative Returns | PGEJX |
Estimated Market Risk
| 0.51 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average George Putnam is performing at about 3% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of George Putnam by adding it to a well-diversified portfolio.
George Putnam Valuation on September 11, 2023
It is possible to determine the worth of George Putnam on a given historical date. On September 11, 2023 George was worth 20.6 at the beginning of the trading date compared to the closed value of 20.6. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of George Putnam mutual fund. Still, in general, we apply an absolute valuation method to find George Putnam's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of George Putnam where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against George Putnam's related companies.
| Open | High | Low | Close | Volume | |
| 20.52 | 20.52 | 20.52 | 20.52 | 1.00 | |
09/11/2023 | 20.60 | 20.60 | 20.60 | 20.60 | 1.00 |
| 20.50 | 20.50 | 20.50 | 20.50 | 1.00 |
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George Putnam Trading Date Momentum on September 11, 2023
| On September 12 2023 George Putnam Balanced was traded for 20.50 at the closing time. The highest daily price throughout the period was 20.50 and the lowest price was 20.50 . There was no trading activity during the period 1.0. Lack of trading volume on 09/12/2023 added to the next day price reduction. The trading delta at closing time to closing price of the next trading day was 0.49% . The overall trading delta to current closing price is 2.57% . |
George Putnam Balanced Fundamentals Correlations and Trends
By evaluating George Putnam's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among George Putnam's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. George financial account trend analysis is a perfect complement when working with valuation or volatility modules.About George Putnam Mutual Fund history
George Putnam investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for George is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in George Putnam Balanced will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing George Putnam stock prices may prove useful in developing a viable investing in George Putnam
The fund invests mainly in a combination of bonds and common stocks of large U.S. companies, with a greater focus on common stocks. For example, the managers may purchase stocks of companies with stock prices that reflect a value lower than that which the managers place on the company.
George Putnam Mutual Fund Technical Analysis
George Putnam technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
George Putnam Period Price Range
Low | December 25, 2024
| High |
0.00 | 0.00 |
George Putnam Balanced cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
George Putnam December 25, 2024 Market Strength
Market strength indicators help investors to evaluate how George Putnam mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading George Putnam shares will generate the highest return on investment. By undertsting and applying George Putnam mutual fund market strength indicators, traders can identify George Putnam Balanced entry and exit signals to maximize returns
George Putnam Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for George Putnam's price direction in advance. Along with the technical and fundamental analysis of George Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of George to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0355 | |||
| Jensen Alpha | 0.0132 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.03) | |||
| Treynor Ratio | 0.2015 |
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Other Information on Investing in George Mutual Fund
George Putnam financial ratios help investors to determine whether George Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in George with respect to the benefits of owning George Putnam security.
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