Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAARX (PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CLASS R SHARES) | 6.89% | 18.09% | 15.70% | 4.70% | 7.04% | 7.23% | 6.22% | … | … |
Data as of 06/04/2026, Common starting date is 03/07/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAARX (PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CLASS R SHARES) | 03/07/2003 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 18.09 | 15.70 | 4.70 | 7.04 | 7.23 | 6.22 | … | … | 6.89 | 14.66 | 15.44 | 17.30 | -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 | 1.95 | 1.33 | 0.19 | 0.47 | NA | NA | … | … | 1.44 | 1.04 | 1.40 | 1.71 | -1.33 | 0.15 | 0.59 | 2.14 | -0.90 | 3.43 | 0.72 | 0.00 | 1.30 | 2.55 | 1.67 | -0.06 | 1.17 | 2.07 | -1.19 | -0.15 | 1.37 | 0.71 | 1.13 | 3.76 |
| Standard Deviation(%) | NA | 8.14 | 9.63 | 11.95 | 11.46 | NA | NA | … | … | 9.75 | 11.40 | 8.44 | 8.04 | 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 | 5.95 | 11.73 | 28.72 | 28.72 | NA | NA | … | … | 5.95 | 11.59 | 4.66 | 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 | 6.90 | 7.99 | 4.15 | 4.69 | 5.19 | 4.59 | … | … | 0.00 | 7.98 | 11.64 | 3.34 | 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 |
Data as of 06/04/2026, Common starting date is 03/07/2003
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 |
3.64%
Oct 2013 – Oct 2023 |
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 |
9.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart