Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PACAX (PUTNAM DYNAMIC ASSET ALLOCATION CONSERVATIVE FUND CLASS A SHARES) | 3.22% | 11.43% | 10.13% | 2.59% | 4.15% | 4.63% | 4.54% | … | … |
Data as of 06/03/2026, Common starting date is 09/09/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PACAX (PUTNAM DYNAMIC ASSET ALLOCATION CONSERVATIVE FUND CLASS A SHARES) | 09/09/1994 | 06/03/2026 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 11.43 | 10.13 | 2.59 | 4.15 | 4.63 | 4.54 | … | … | 3.22 | 10.85 | 9.53 | 11.15 | -18.26 | 2.57 | 7.78 | 11.81 | -4.94 | 9.72 | 4.60 | 0.36 | 8.21 | 9.42 | 10.52 | 1.47 | 10.43 | 30.47 | -24.09 | 2.37 | 8.01 | 4.98 | 5.91 | 16.09 | -3.89 | -0.18 | -0.30 | 9.49 | 9.11 | 11.81 | 11.20 | 18.20 | -0.23 |
| Sharpe Ratio | NA | 1.71 | 1.15 | 0.01 | 0.38 | NA | NA | … | … | 0.88 | 1.20 | 1.01 | 1.21 | -1.82 | 0.42 | 0.80 | 2.92 | -1.21 | 3.51 | 0.95 | 0.07 | 2.20 | 2.11 | 2.78 | 0.22 | 1.60 | 3.43 | -1.46 | -0.14 | 1.22 | 0.78 | 1.33 | 3.66 | -0.79 | -0.53 | -0.90 | 1.18 | 0.75 | 1.19 | 1.52 | 3.19 | -1.15 |
| Standard Deviation(%) | NA | 5.24 | 6.31 | 7.39 | 6.60 | NA | NA | … | … | 6.31 | 6.65 | 5.83 | 6.24 | 10.85 | 6.06 | 9.37 | 3.54 | 5.26 | 2.60 | 4.63 | 4.98 | 3.73 | 4.44 | 3.80 | 6.62 | 6.44 | 8.85 | 17.07 | 5.50 | 3.78 | 3.47 | 3.71 | 4.20 | 6.37 | 5.06 | 4.99 | 5.21 | 7.49 | 6.80 | 4.93 | 4.46 | 3.90 |
| Draw Down(%) | NA | 3.94 | 6.57 | 21.78 | 21.78 | NA | NA | … | … | 3.94 | 6.15 | 3.21 | 5.76 | 18.70 | 5.03 | 11.86 | 1.43 | 8.32 | 1.05 | 3.75 | 5.01 | 2.29 | 5.00 | 2.95 | 7.57 | 4.76 | 8.38 | 32.24 | 4.28 | 3.05 | 2.83 | 4.05 | 3.26 | 10.20 | 7.90 | 5.04 | 3.64 | 11.53 | 5.11 | 2.95 | 2.96 | 2.54 |
| Yield(%) | 0.00 | 4.08 | 4.22 | 2.65 | 2.91 | 3.58 | 3.66 | … | … | 0.00 | 5.47 | 5.09 | 2.24 | 1.37 | 1.37 | 1.86 | 2.58 | 4.19 | 2.39 | 2.45 | 7.19 | 8.05 | 1.70 | 1.70 | 2.00 | 4.45 | 6.81 | 3.55 | 3.06 | 2.70 | 3.27 | 2.31 | 4.45 | 4.75 | 5.87 | 11.91 | 7.68 | 4.81 | 7.69 | 7.11 | 4.44 | 1.81 |
Data as of 06/03/2026, Common starting date is 09/09/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PACAX (PUTNAM DYNAMIC ASSET ALLOCATION CONSERVATIVE FUND CLASS A SHARES) |
-7.15%
Feb 2006 – Feb 2009 |
-2.39%
Feb 2004 – Feb 2009 |
0.99%
Feb 1999 – Feb 2009 |
3.21%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PACAX (PUTNAM DYNAMIC ASSET ALLOCATION CONSERVATIVE FUND CLASS A SHARES) |
16.56%
Feb 2009 – Feb 2012 |
13.23%
Feb 2009 – Feb 2014 |
8.51%
Feb 2009 – Feb 2019 |
6.22%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart