Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PACMX (PUTNAM DYNAMIC ASSET ALLOCATION CONSERVATIVE FUND CLASS M SHARES) | NA | 8.58% | 4.77% | 3.43% | 5.44% | 4.46% | 4.13% | … | … |
Data as of 11/25/2019, Common starting date is 03/09/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PACMX (PUTNAM DYNAMIC ASSET ALLOCATION CONSERVATIVE 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 (%) | 0.00 | 8.58 | 4.77 | 3.43 | 5.44 | 4.46 | 4.13 | … | … | 10.23 | -5.33 | 9.15 | 4.04 | -0.21 | 7.77 | 8.85 | 9.95 | 0.96 | 9.89 | 29.94 | -24.38 | 1.87 | 7.42 | 4.37 | 5.32 | 15.32 | -3.93 | -0.82 | -0.80 | 9.00 | 8.63 | 6.67 | 7.02 | 14.87 |
| Sharpe Ratio | NA | 1.82 | 0.91 | 0.62 | 1.06 | NA | NA | … | … | 2.72 | -1.26 | 3.30 | 0.81 | -0.05 | 2.08 | 2.02 | 2.63 | 0.14 | 1.52 | 3.35 | -1.47 | -0.21 | 1.07 | 0.63 | 1.17 | 3.52 | -0.79 | -0.64 | -0.97 | 1.09 | 0.71 | 0.39 | 0.56 | 3.14 |
| Standard Deviation(%) | NA | 4.20 | 4.02 | 4.37 | 4.76 | NA | NA | … | … | 3.65 | 5.28 | 2.59 | 4.73 | 4.94 | 3.72 | 4.37 | 3.79 | 6.56 | 6.43 | 8.92 | 17.14 | 5.47 | 3.87 | 3.47 | 3.74 | 4.15 | 6.35 | 4.99 | 4.96 | 5.28 | 7.49 | 8.02 | 6.23 | 4.71 |
| Draw Down(%) | NA | 4.52 | 8.69 | 8.69 | 8.69 | NA | NA | … | … | 1.48 | 8.69 | 1.16 | 3.83 | 5.16 | 2.32 | 4.90 | 3.06 | 7.74 | 4.73 | 8.39 | 32.37 | 4.36 | 3.16 | 2.83 | 4.15 | 3.44 | 10.20 | 8.13 | 5.05 | 3.75 | 11.60 | 8.05 | 5.11 | 2.98 |
| Yield(%) | 0.14 | 4.27 | 2.74 | 4.18 | 3.86 | 3.46 | 3.63 | … | … | 1.64 | 3.79 | 1.86 | 1.99 | 6.78 | 7.62 | 1.19 | 1.19 | 1.51 | 4.02 | 6.32 | 3.13 | 2.58 | 2.21 | 2.78 | 1.84 | 3.93 | 4.78 | 5.36 | 11.46 | 7.21 | 4.36 | 2.71 | 3.14 | 3.98 |
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 |
|---|---|---|---|---|
| PACMX (PUTNAM DYNAMIC ASSET ALLOCATION CONSERVATIVE FUND CLASS M SHARES) |
-7.56%
Feb 2006 – Feb 2009 |
-2.87%
Feb 2004 – Feb 2009 |
0.53%
Feb 1999 – Feb 2009 |
3.70%
Nov 1996 – Nov 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PACMX (PUTNAM DYNAMIC ASSET ALLOCATION CONSERVATIVE FUND CLASS M SHARES) |
15.87%
Feb 2009 – Feb 2012 |
12.66%
Feb 2009 – Feb 2014 |
7.97%
Feb 2009 – Feb 2019 |
5.49%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart