Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PACCX (PUTNAM DYNAMIC ASSET ALLOCATION CONSERVATIVE FUND CLASS C SHARES) | 2.00% | 9.37% | 9.02% | 1.49% | 3.27% | 3.83% | 3.73% | … | … |
Data as of 06/05/2026, Common starting date is 09/09/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PACCX (PUTNAM DYNAMIC ASSET ALLOCATION CONSERVATIVE FUND CLASS C SHARES) | 09/09/1994 | 06/05/2026 |
| 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 (%) | -0.97 | 9.37 | 9.02 | 1.49 | 3.27 | 3.83 | 3.73 | … | … | 2.00 | 10.06 | 8.76 | 10.29 | -18.91 | 1.75 | 6.91 | 11.06 | -5.65 | 8.93 | 3.80 | -0.45 | 7.51 | 8.61 | 9.67 | 0.74 | 9.67 | 29.48 | -24.66 | 1.71 | 7.28 | 4.27 | 5.06 | 15.06 | -4.24 | -0.96 | -0.95 | 8.74 | 8.39 | 10.86 | 10.44 | 17.49 | -0.48 |
| Sharpe Ratio | NA | 1.60 | 1.03 | -0.09 | 0.27 | NA | NA | … | … | 0.80 | 1.09 | 0.88 | 1.06 | -1.88 | 0.29 | 0.71 | 2.62 | -1.34 | 3.29 | 0.76 | -0.10 | 2.06 | 1.93 | 2.57 | 0.11 | 1.47 | 3.34 | -1.49 | -0.27 | 1.03 | 0.58 | 1.09 | 3.46 | -0.86 | -0.69 | -1.04 | 1.02 | 0.65 | 1.07 | 1.36 | 3.02 | -1.38 |
| Standard Deviation(%) | NA | 5.19 | 6.33 | 7.39 | 6.61 | NA | NA | … | … | 6.24 | 6.62 | 5.85 | 6.28 | 10.86 | 6.01 | 9.39 | 3.66 | 5.26 | 2.53 | 4.69 | 4.93 | 3.64 | 4.43 | 3.77 | 6.63 | 6.49 | 8.79 | 17.19 | 5.43 | 3.77 | 3.45 | 3.74 | 4.14 | 6.27 | 5.04 | 4.96 | 5.26 | 7.57 | 6.68 | 4.95 | 4.47 | 3.80 |
| Draw Down(%) | NA | 4.01 | 6.74 | 22.55 | 22.55 | NA | NA | … | … | 4.01 | 6.18 | 3.33 | 6.03 | 19.26 | 5.25 | 11.89 | 1.41 | 8.91 | 1.17 | 3.85 | 5.26 | 2.34 | 5.02 | 3.10 | 7.83 | 4.76 | 8.31 | 32.60 | 4.40 | 3.09 | 2.98 | 4.21 | 3.34 | 10.31 | 8.30 | 5.09 | 3.76 | 11.67 | 5.14 | 3.07 | 2.96 | 2.71 |
| Yield(%) | 0.00 | 3.58 | 3.56 | 2.04 | 2.19 | 2.83 | 2.91 | … | … | 0.00 | 4.74 | 4.37 | 1.51 | 0.72 | 0.61 | 1.15 | 1.83 | 3.56 | 1.64 | 1.75 | 6.54 | 7.37 | 0.95 | 0.91 | 1.29 | 3.80 | 6.05 | 2.89 | 2.32 | 1.97 | 2.57 | 1.58 | 3.67 | 4.60 | 5.13 | 11.23 | 6.97 | 4.12 | 6.97 | 6.39 | 3.84 | 1.56 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| PACCX (PUTNAM DYNAMIC ASSET ALLOCATION CONSERVATIVE FUND CLASS C SHARES) |
-7.80%
Feb 2006 – Feb 2009 |
-3.10%
Feb 2004 – Feb 2009 |
0.29%
Feb 1999 – Feb 2009 |
2.44%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PACCX (PUTNAM DYNAMIC ASSET ALLOCATION CONSERVATIVE FUND CLASS C SHARES) |
15.67%
Feb 2009 – Feb 2012 |
12.41%
Feb 2009 – Feb 2014 |
7.72%
Feb 2009 – Feb 2019 |
5.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart