Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PACDX (Putnam Dynamic Asset Allocation Conserva) | 3.46% | 11.39% | 10.52% | 4.31% | 5.42% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PACDX (Putnam Dynamic Asset Allocation Conserva) | 07/03/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 11.39 | 10.52 | 4.31 | 5.42 | NA | NA | … | … | 3.46 | 7.39 | 9.84 | 11.55 | -14.52 | 5.99 | 10.33 | 12.19 | -4.58 | 10.08 | 4.71 | 0.67 | 8.52 | 9.85 | 4.78 |
| Sharpe Ratio | NA | 1.76 | 1.20 | 0.27 | 0.60 | NA | NA | … | … | 0.91 | 0.66 | 1.06 | 1.26 | -1.64 | 1.18 | 1.10 | 2.95 | -1.11 | 3.70 | 0.90 | 0.13 | 2.31 | 2.24 | 2.75 |
| Standard Deviation(%) | NA | 5.25 | 6.34 | 6.92 | 6.32 | NA | NA | … | … | 6.30 | 6.94 | 5.84 | 6.31 | 9.75 | 5.04 | 9.12 | 3.64 | 5.40 | 2.56 | 4.98 | 4.95 | 3.69 | 4.38 | 3.62 |
| Draw Down(%) | NA | 3.99 | 6.44 | 18.81 | 18.81 | NA | NA | … | … | 3.99 | 6.09 | 3.27 | 5.77 | 18.14 | 2.94 | 11.78 | 1.40 | 7.90 | 1.15 | 3.71 | 4.87 | 2.24 | 4.96 | 1.96 |
| Yield(%) | 0.00 | 4.19 | 4.43 | 4.11 | 4.14 | 4.37 | 3.28 | … | … | 0.00 | 5.68 | 5.31 | 2.56 | 5.07 | 4.66 | 4.35 | 2.87 | 4.61 | 2.65 | 2.57 | 7.48 | 8.35 | 2.02 | 0.80 |
Data as of 06/04/2026, Common starting date is 07/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PACDX (Putnam Dynamic Asset Allocation Conserva) |
-0.84%
Oct 2020 – Oct 2023 |
1.21%
Sep 2017 – Sep 2022 |
3.29%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PACDX (Putnam Dynamic Asset Allocation Conserva) |
11.50%
Sep 2022 – Sep 2025 |
6.76%
Jun 2016 – Jun 2021 |
5.75%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart