Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PACBX (PUTNAM DYNAMIC ASSET ALLOCATION CONSERVATIVE FUND CLASS B SHARES) | NA | 0.00% | 5.52% | 0.54% | 2.39% | 3.53% | 3.29% | … | … |
Data as of 09/23/2025, Common starting date is 09/09/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PACBX (PUTNAM DYNAMIC ASSET ALLOCATION CONSERVATIVE FUND CLASS B SHARES) | 09/09/1994 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.00 | 0.00 | 5.52 | 0.54 | 2.39 | 3.53 | 3.29 | … | … | 0.00 | 9.05 | 10.38 | -18.97 | 1.83 | 6.95 | 10.99 | -5.63 | 8.87 | 3.85 | -0.47 | 7.43 | 8.67 | 9.75 | 0.72 | 9.77 | 29.60 | -24.59 | 1.50 | 7.26 | 4.13 | 5.05 | 15.07 | -3.99 | -1.06 | -1.06 | 8.83 | 8.35 | 10.93 | 10.43 | 17.25 | -0.48 |
| Sharpe Ratio | NA | 0.00 | 0.34 | -0.24 | 0.15 | NA | NA | … | … | 0.00 | 0.49 | 1.00 | -1.88 | 0.30 | 0.72 | 2.67 | -1.33 | 3.22 | 0.78 | -0.10 | 2.04 | 1.97 | 2.52 | 0.10 | 1.48 | 3.34 | -1.49 | -0.27 | 1.07 | 0.55 | 1.12 | 3.48 | -0.81 | -0.67 | -1.02 | 1.07 | 0.67 | 1.09 | 1.38 | 2.97 | -1.36 |
| Standard Deviation(%) | NA | 0.54 | 6.23 | 6.81 | 6.19 | NA | NA | … | … | NA | 4.98 | 6.20 | 10.84 | 6.06 | 9.33 | 3.60 | 5.26 | 2.57 | 4.68 | 4.90 | 3.64 | 4.39 | 3.88 | 6.69 | 6.53 | 8.84 | 17.07 | 5.52 | 3.74 | 3.53 | 3.65 | 4.13 | 6.28 | 5.11 | 5.07 | 5.21 | 7.46 | 6.75 | 4.99 | 4.51 | 3.76 |
| Draw Down(%) | NA | 0.00 | 7.17 | 22.59 | 22.59 | NA | NA | … | … | 0.00 | 3.23 | 6.01 | 19.32 | 5.30 | 11.92 | 1.50 | 8.87 | 1.16 | 3.84 | 5.25 | 2.34 | 5.00 | 3.21 | 7.81 | 4.75 | 8.31 | 32.54 | 4.50 | 3.10 | 2.98 | 4.20 | 3.33 | 10.35 | 8.38 | 5.08 | 3.75 | 11.65 | 5.13 | 3.07 | 3.06 | 2.71 |
| Yield(%) | 0.00 | 0.00 | 0.96 | 0.76 | 1.94 | 2.50 | 2.57 | … | … | 0.00 | 1.16 | 1.43 | 0.71 | 0.61 | 1.12 | 1.81 | 3.55 | 1.62 | 1.71 | 6.50 | 7.30 | 0.93 | 0.90 | 1.27 | 3.79 | 6.04 | 2.88 | 2.32 | 1.96 | 2.55 | 1.58 | 3.71 | 4.72 | 5.12 | 11.21 | 6.97 | 4.09 | 6.95 | 6.38 | 3.64 | 1.44 |
Data as of 09/23/2025, 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 |
|---|---|---|---|---|
| PACBX (PUTNAM DYNAMIC ASSET ALLOCATION CONSERVATIVE FUND CLASS B SHARES) |
-7.80%
Feb 2006 – Feb 2009 |
-3.12%
Feb 2004 – Feb 2009 |
0.29%
Feb 1999 – Feb 2009 |
2.46%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PACBX (PUTNAM DYNAMIC ASSET ALLOCATION CONSERVATIVE FUND CLASS B SHARES) |
15.67%
Feb 2009 – Feb 2012 |
12.44%
Feb 2009 – Feb 2014 |
7.73%
Feb 2009 – Feb 2019 |
5.44%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart