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PAGMX: PUTNAM DYNAMIC ASSET ALLOCATION GROWTH FUND CLASS M SHARES (MUTUAL FUND)
Basic Info
Asset Class: | Aggressive Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/12/1995 |
Last Dividend Date: | 12/18/2018 |
12-Mo. Yield | 8.62% |
Expenses | 1.57% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 2.6 | 3.9 | 6.6 | 8.5 | 6.6 | 5.0 | 6.6 | 16.6 | -10.1 | 19.3 | 7.2 | -0.7 | 8.7 | 23.9 | 16.3 | -4.8 | 14.6 | 36.3 | -38.6 | 3.0 | 16.3 | 10.1 | 11.2 | 28.8 | -15.3 | -10.5 | -9.8 | 24.2 | 13.3 | 17.8 | 17.9 | -1.3 |
Sharpe Ratio | NA | 0.86 | 0.71 | 0.46 | 0.65 | NA | NA | 0.35 | 1.67 | -0.87 | 3.37 | 0.6 | -0.06 | 0.93 | 2.53 | 1.43 | -0.23 | 0.88 | 1.56 | -1.09 | 0.0 | 1.47 | 1.01 | 1.15 | 2.63 | -0.96 | -1.01 | -1.08 | 1.77 | 0.58 | 1.08 | 1.73 | -1.79 |
Draw Down(%) | NA | 12.4 | 19.0 | 19.0 | 21.7 | NA | NA | 53.6 | 5.7 | 19.0 | 1.6 | 10.8 | 11.4 | 7.1 | 6.7 | 9.8 | 21.7 | 13.5 | 22.7 | 49.6 | 11.0 | 10.2 | 5.6 | 7.7 | 10.5 | 26.4 | 24.8 | 14.3 | 7.2 | 25.1 | 10.1 | 7.9 | 4.3 |
Standard Deviation(%) | NA | 11.6 | 10.0 | 10.9 | 12.7 | NA | NA | 14.9 | 10.2 | 13.1 | 5.6 | 11.6 | 12.1 | 9.4 | 9.4 | 11.4 | 20.8 | 16.5 | 23.3 | 36.2 | 14.4 | 8.9 | 7.9 | 8.9 | 10.7 | 17.0 | 12.8 | 12.9 | 11.8 | 17.3 | 13.2 | 8.3 | 15.6 |
Treynor Ratio | NA | 1.81 | 0.79 | 0.35 | 0.28 | NA | NA | 0.08 | 3.79 | -0.09 | 0.14 | 0.05 | -0.01 | 0.07 | 0.18 | 0.11 | -0.03 | 0.1 | 0.26 | -0.26 | 0.0 | 0.11 | 0.07 | 0.09 | 0.27 | -0.15 | -0.15 | -0.17 | 0.21 | 0.07 | 0.13 | 0.17 | -1.39 |
Alpha | NA | 0.03 | 0.02 | 0.02 | 0.02 | NA | NA | 0.01 | 0.06 | -0.02 | 0.0 | -0.02 | 0.0 | -0.02 | 0.0 | 0.0 | -0.04 | -0.02 | 0.03 | -0.03 | -0.02 | 0.01 | 0.02 | 0.0 | 0.03 | -0.02 | -0.03 | -0.04 | 0.05 | -0.01 | 0.0 | 0.03 | -0.09 |
Beta | NA | 0.05 | 0.09 | 0.15 | 0.3 | NA | NA | 0.63 | 0.04 | 1.3 | 1.31 | 1.45 | 1.35 | 1.34 | 1.34 | 1.48 | 1.5 | 1.52 | 1.39 | 1.49 | 1.5 | 1.22 | 1.12 | 1.17 | 1.05 | 1.12 | 0.89 | 0.81 | 0.99 | 1.37 | 1.1 | 0.85 | 0.2 |
RSquared | NA | 0.07 | 0.09 | 0.12 | 0.21 | NA | NA | 0.44 | 0.07 | 0.94 | 0.89 | 0.94 | 0.94 | 0.91 | 0.95 | 0.9 | 0.96 | 0.96 | 0.97 | 0.92 | 0.92 | 0.84 | 0.87 | 0.85 | 0.85 | 0.84 | 0.75 | 0.79 | 0.87 | 0.85 | 0.78 | 0.73 | 0.02 |
Yield(%) | N/A | 8.6 | 7.0 | 7.2 | 6.6 | 5.1 | 4.2 | N/A | 0.0 | 8.2 | 10.6 | 1.3 | 5.7 | 14.3 | 1.2 | 0.8 | 0.0 | 3.7 | 5.1 | 2.3 | 1.6 | 0.2 | 0.4 | 0.8 | 1.9 | 1.9 | 2.2 | 18.3 | 12.2 | 2.6 | 8.4 | 6.1 | 1.7 |
Dividend Growth(%) | N/A | -16.6 | -5.1 | 484.8 | 32.7 | N/A | N/A | N/A | -100.0 | -16.5 | 763.2 | -78.4 | -62.2 | 1356.2 | 77.8 | N/A | -100.0 | -6.8 | 37.5 | 39.1 | 1050.0 | -50.0 | -50.0 | -46.7 | -16.7 | -25.0 | -91.2 | 66.1 | 415.6 | -65.2 | 50.8 | 258.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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