Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAAEX (Putnam Dynamic Asset Allocation Balanced) | 7.02% | 18.55% | 16.29% | 8.39% | 9.24% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAAEX (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 (%) | 0.44 | 18.55 | 16.29 | 8.39 | 9.24 | NA | NA | … | … | 7.02 | 8.64 | 16.10 | 17.98 | -15.53 | 13.72 | 12.76 | 17.75 | -6.86 | 15.63 | 6.57 | 0.66 | 10.03 | 19.14 | 6.28 |
| Sharpe Ratio | NA | 2.02 | 1.39 | 0.56 | 0.70 | NA | NA | … | … | 1.48 | 0.48 | 1.48 | 1.79 | -1.12 | 1.54 | 0.66 | 2.24 | -0.82 | 3.59 | 0.73 | 0.07 | 1.44 | 2.61 | 1.74 |
| Standard Deviation(%) | NA | 8.13 | 9.63 | 10.70 | 10.86 | NA | NA | … | … | 9.78 | 12.35 | 8.43 | 8.07 | 15.20 | 8.90 | 18.83 | 7.27 | 10.10 | 4.19 | 8.72 | 9.05 | 6.95 | 7.31 | 7.61 |
| Draw Down(%) | NA | 5.96 | 11.55 | 20.76 | 22.30 | NA | NA | … | … | 5.96 | 11.53 | 4.65 | 6.88 | 20.38 | 3.71 | 22.30 | 3.84 | 13.81 | 1.29 | 7.74 | 7.97 | 4.90 | 5.74 | 4.24 |
| Yield(%) | 0.00 | 7.13 | 8.44 | 7.23 | 7.02 | 7.06 | 5.30 | … | … | 0.00 | 8.35 | 12.13 | 3.92 | 5.07 | 12.10 | 2.45 | 2.46 | 7.77 | 7.00 | 2.39 | 6.96 | 6.85 | 1.97 | 1.02 |
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 |
|---|---|---|---|---|
| PAAEX (Putnam Dynamic Asset Allocation Balanced) |
1.93%
Mar 2017 – Mar 2020 |
2.75%
Mar 2015 – Mar 2020 |
5.80%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAAEX (Putnam Dynamic Asset Allocation Balanced) |
17.63%
Sep 2022 – Sep 2025 |
11.11%
Mar 2020 – Mar 2025 |
9.47%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart