Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| PAARX (PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CLASS R SHARES) | 6.21% | 2.30% | 0.06% | 5.55% | 4.12% | 3.82% | 6.29% | 5.22% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAARX (PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CLASS R SHARES) | 03/07/2003 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 03/07/2003.
AR inception is since 03/07/2003.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.26 | 0.06 | 5.55 | 4.12 | 3.82 | 6.29 | 5.22 | 6.21 | 2.30 | 6.18 | 15.52 | -19.73 | 2.12 | 11.47 | 17.10 | -7.43 | 14.90 | 6.45 | 0.05 | 9.09 | 18.73 | 13.86 | -0.88 | 14.33 | 34.80 | -33.42 | 1.55 | 12.43 | 6.62 | 8.58 | 24.79 |
| Sharpe Ratio | NA | -0.39 | 0.05 | 0.13 | 0.18 | NA | NA | 0.39 | 0.20 | -0.03 | 1.39 | -1.32 | 0.15 | 0.60 | 2.15 | -0.89 | 3.44 | 0.72 | 0.00 | 1.30 | 2.55 | 1.67 | -0.06 | 1.17 | 2.07 | -1.19 | -0.14 | 1.39 | 0.72 | 1.14 | 3.77 |
| Standard Deviation(%) | NA | 16.01 | 13.18 | 13.29 | 12.05 | NA | NA | 12.43 | 16.40 | 13.46 | 8.17 | 15.99 | 13.96 | 18.78 | 7.30 | 9.88 | 4.17 | 8.63 | 8.98 | 7.00 | 7.34 | 8.33 | 14.85 | 12.20 | 16.77 | 28.80 | 10.48 | 6.62 | 6.15 | 6.73 | 8.04 |
| Draw Down(%) | NA | 19.54 | 19.54 | 28.72 | 28.72 | NA | NA | 46.17 | 12.38 | 11.57 | 7.05 | 20.69 | 12.60 | 22.33 | 3.96 | 14.24 | 1.30 | 7.81 | 8.15 | 5.02 | 5.80 | 6.72 | 15.46 | 9.76 | 16.50 | 43.51 | 8.07 | 6.54 | 4.09 | 5.30 | 3.65 |
| Yield(%) | 0.00 | 1.70 | 1.58 | 1.38 | 2.97 | 4.14 | 3.67 | 4.58 | 0.00 | 2.28 | 1.60 | 0.92 | 0.77 | 1.22 | 1.82 | 7.25 | 6.44 | 2.32 | 6.34 | 6.28 | 1.31 | 1.53 | 1.51 | 4.77 | 6.84 | 3.49 | 1.40 | 1.41 | 1.68 | 1.20 | 2.95 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAARX (PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CLASS R SHARES) |
-12.33%
Feb 2006 - Feb 2009 |
-4.83%
Feb 2004 - Feb 2009 |
3.55%
Mar 2015 - Mar 2025 |
3.84%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAARX (PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CLASS R SHARES) |
21.78%
Feb 2009 - Feb 2012 |
18.23%
Feb 2009 - Feb 2014 |
11.74%
Feb 2009 - Feb 2019 |
8.95%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart