Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PABMX (PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CLASS M SHARES) | NA | 9.73% | 7.04% | 5.06% | 7.85% | 5.80% | 4.66% | … | … |
Data as of 11/25/2019, Common starting date is 03/09/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PABMX (PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CLASS M SHARES) | 03/09/1995 | 11/25/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.20 | 9.73 | 7.04 | 5.06 | 7.85 | 5.80 | 4.66 | … | … | 14.35 | -7.69 | 14.64 | 6.18 | -0.21 | 9.16 | 18.13 | 13.59 | -1.12 | 13.81 | 34.46 | -33.55 | 1.37 | 12.08 | 6.49 | 8.33 | 20.65 | -12.65 | -6.92 | -3.04 | 17.66 | 10.92 | 15.65 | 17.00 | 18.08 |
| Sharpe Ratio | NA | 1.07 | 0.79 | 0.54 | 0.80 | NA | NA | … | … | 1.93 | -0.91 | 3.35 | 0.69 | -0.03 | 1.30 | 2.46 | 1.63 | -0.08 | 1.12 | 2.06 | -1.19 | -0.16 | 1.34 | 0.70 | 1.12 | 2.28 | -0.90 | -0.74 | -0.55 | 1.56 | 0.56 | 1.14 | 1.97 | 2.04 |
| Standard Deviation(%) | NA | 8.65 | 7.55 | 8.13 | 9.36 | NA | NA | … | … | 7.54 | 9.94 | 4.20 | 8.61 | 9.01 | 7.01 | 7.35 | 8.36 | 14.94 | 12.30 | 16.69 | 28.79 | 10.45 | 6.57 | 6.15 | 6.62 | 8.74 | 15.24 | 12.70 | 12.95 | 9.25 | 13.61 | 10.62 | 6.79 | 9.24 |
| Draw Down(%) | NA | 9.50 | 14.50 | 14.50 | 15.58 | NA | NA | … | … | 4.00 | 14.50 | 1.30 | 7.84 | 8.21 | 5.06 | 5.82 | 6.86 | 15.58 | 9.98 | 16.56 | 43.62 | 8.05 | 6.60 | 4.07 | 5.32 | 8.22 | 21.53 | 19.88 | 9.72 | 5.71 | 20.72 | 7.99 | 5.78 | 7.98 |
| Yield(%) | 0.00 | 7.46 | 5.30 | 5.21 | 5.10 | 4.01 | 3.69 | … | … | 1.13 | 6.96 | 6.09 | 2.01 | 6.11 | 5.99 | 1.06 | 1.24 | 1.26 | 4.23 | 6.54 | 3.21 | 1.30 | 1.13 | 1.37 | 0.77 | 2.46 | 2.16 | 2.47 | 13.56 | 9.38 | 3.03 | 9.57 | 8.04 | 3.14 |
Data as of 11/25/2019, Common starting date is 03/09/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PABMX (PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CLASS M SHARES) |
-12.53%
Feb 2006 – Feb 2009 |
-5.03%
Feb 2004 – Feb 2009 |
-1.06%
Feb 1999 – Feb 2009 |
3.80%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PABMX (PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CLASS M SHARES) |
21.42%
Feb 2009 – Feb 2012 |
17.90%
Feb 2009 – Feb 2014 |
11.46%
Feb 2009 – Feb 2019 |
7.47%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart