Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAADX (Putnam Dynamic Asset Allocation Balanced) | 7.03% | 18.51% | 16.21% | 8.33% | 9.16% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAADX (Putnam Dynamic Asset Allocation Balanced) | 07/03/2012 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 18.51 | 16.21 | 8.33 | 9.16 | NA | NA | … | … | 7.03 | 8.63 | 15.99 | 17.94 | -15.57 | 13.53 | 12.71 | 17.64 | -6.95 | 15.49 | 6.50 | 0.56 | 9.92 | 18.96 | 6.23 |
| Sharpe Ratio | NA | 2.01 | 1.38 | 0.55 | 0.69 | NA | NA | … | … | 1.49 | 0.48 | 1.47 | 1.80 | -1.12 | 1.51 | 0.66 | 2.22 | -0.83 | 3.52 | 0.72 | 0.06 | 1.42 | 2.58 | 1.73 |
| Standard Deviation(%) | NA | 8.11 | 9.62 | 10.70 | 10.86 | NA | NA | … | … | 9.71 | 12.36 | 8.42 | 8.00 | 15.21 | 8.94 | 18.82 | 7.28 | 10.08 | 4.23 | 8.69 | 9.05 | 6.98 | 7.34 | 7.60 |
| Draw Down(%) | NA | 5.93 | 11.58 | 20.84 | 22.32 | NA | NA | … | … | 5.93 | 11.55 | 4.68 | 6.87 | 20.43 | 3.74 | 22.32 | 3.91 | 13.90 | 1.29 | 7.74 | 8.02 | 4.94 | 5.84 | 4.24 |
| Yield(%) | 0.00 | 7.03 | 8.31 | 7.10 | 6.89 | 6.91 | 5.18 | … | … | 0.00 | 8.23 | 11.98 | 3.80 | 4.67 | 11.99 | 2.35 | 2.36 | 7.67 | 6.87 | 2.33 | 6.86 | 6.67 | 1.88 | 0.96 |
Data as of 06/04/2026, Common starting date is 07/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAADX (Putnam Dynamic Asset Allocation Balanced) |
1.87%
Mar 2017 – Mar 2020 |
2.67%
Mar 2015 – Mar 2020 |
5.70%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAADX (Putnam Dynamic Asset Allocation Balanced) |
17.58%
Sep 2022 – Sep 2025 |
11.01%
Mar 2020 – Mar 2025 |
9.38%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart