Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PACRX (PUTNAM DYNAMIC ASSET ALLOCATION CONSERVATIVE FUND CLASS R SHARES) | 3.44% | 11.03% | 9.97% | 2.33% | 3.93% | 4.45% | 4.33% | … | … |
Data as of 06/04/2026, Common starting date is 02/07/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PACRX (PUTNAM DYNAMIC ASSET ALLOCATION CONSERVATIVE FUND CLASS R SHARES) | 02/07/2003 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 11.03 | 9.97 | 2.33 | 3.93 | 4.45 | 4.33 | … | … | 3.44 | 10.60 | 9.27 | 10.89 | -18.39 | 2.46 | 7.54 | 11.58 | -5.12 | 9.25 | 4.33 | 0.09 | 7.95 | 9.15 | 10.23 | 1.39 | 10.31 | 30.54 | -24.12 | 2.31 | 6.04 | 2.07 | 3.85 | 13.62 |
| Sharpe Ratio | NA | 1.71 | 1.12 | -0.02 | 0.35 | NA | NA | … | … | 0.87 | 1.18 | 0.97 | 1.17 | -1.85 | 0.41 | 0.78 | 2.84 | -1.23 | 3.39 | 0.88 | 0.01 | 2.23 | 2.07 | 2.72 | 0.21 | 1.58 | 3.38 | -1.45 | -0.15 | 0.66 | -0.05 | 0.76 | 3.28 |
| Standard Deviation(%) | NA | 5.15 | 6.26 | 7.32 | 6.57 | NA | NA | … | … | 6.23 | 6.55 | 5.81 | 6.25 | 10.75 | 5.97 | 9.37 | 3.56 | 5.31 | 2.54 | 4.68 | 4.89 | 3.56 | 4.40 | 3.77 | 6.60 | 6.46 | 9.01 | 17.23 | 5.45 | 3.99 | 3.83 | 3.77 | 4.45 |
| Draw Down(%) | NA | 3.96 | 6.59 | 21.78 | 21.78 | NA | NA | … | … | 3.96 | 6.13 | 3.22 | 5.92 | 18.73 | 5.03 | 11.87 | 1.41 | 8.54 | 1.12 | 3.76 | 5.09 | 2.28 | 4.92 | 3.03 | 7.61 | 4.80 | 8.17 | 32.19 | 4.25 | 3.33 | 3.17 | 4.52 | 3.38 |
| Yield(%) | 0.00 | 3.72 | 3.82 | 2.33 | 2.55 | 3.23 | 3.31 | … | … | 0.00 | 4.98 | 4.61 | 1.90 | 1.09 | 1.04 | 1.55 | 2.23 | 3.84 | 1.94 | 2.15 | 6.75 | 7.63 | 1.41 | 1.40 | 1.71 | 4.13 | 6.43 | 3.26 | 2.79 | 0.69 | 0.00 | 0.00 | 1.44 |
Data as of 06/04/2026, Common starting date is 02/07/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PACRX (PUTNAM DYNAMIC ASSET ALLOCATION CONSERVATIVE FUND CLASS R SHARES) |
-7.74%
Nov 2005 – Nov 2008 |
-3.62%
Feb 2004 – Feb 2009 |
1.81%
Oct 2013 – Oct 2023 |
3.02%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PACRX (PUTNAM DYNAMIC ASSET ALLOCATION CONSERVATIVE FUND CLASS R SHARES) |
16.36%
Feb 2009 – Feb 2012 |
13.06%
Feb 2009 – Feb 2014 |
8.28%
Feb 2009 – Feb 2019 |
6.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart