Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PACYX (PUTNAM DYNAMIC ASSET ALLOCATION CONSERVATIVE FUND CLASS Y SHARES) | 3.47% | 11.43% | 10.46% | 2.77% | 4.39% | 4.93% | 4.84% | … | … |
Data as of 06/04/2026, Common starting date is 09/09/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PACYX (PUTNAM DYNAMIC ASSET ALLOCATION CONSERVATIVE FUND CLASS Y SHARES) | 09/09/1994 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 11.43 | 10.46 | 2.77 | 4.39 | 4.93 | 4.84 | … | … | 3.47 | 11.16 | 9.84 | 11.36 | -18.06 | 2.89 | 8.09 | 12.02 | -4.72 | 9.86 | 4.84 | 0.51 | 8.55 | 9.76 | 10.77 | 1.73 | 11.06 | 30.94 | -23.80 | 2.73 | 8.18 | 5.27 | 4.85 | 11.21 | -8.74 | -6.15 | -12.22 | 1.64 | 6.49 | 7.37 | 7.93 | 18.47 | -0.21 |
| Sharpe Ratio | NA | 1.77 | 1.19 | 0.04 | 0.42 | NA | NA | … | … | 0.92 | 1.25 | 1.06 | 1.26 | -1.80 | 0.48 | 0.83 | 2.93 | -1.17 | 3.67 | 1.00 | 0.10 | 2.30 | 2.22 | 2.84 | 0.26 | 1.70 | 3.45 | -1.44 | -0.08 | 1.28 | 0.87 | 1.02 | 2.32 | -1.46 | -1.43 | -1.47 | -0.23 | 0.37 | 0.46 | 0.72 | 3.22 | -1.11 |
| Standard Deviation(%) | NA | 5.24 | 6.32 | 7.37 | 6.59 | NA | NA | … | … | 6.26 | 6.66 | 5.88 | 6.15 | 10.86 | 5.97 | 9.41 | 3.60 | 5.26 | 2.52 | 4.63 | 4.89 | 3.71 | 4.38 | 3.80 | 6.60 | 6.44 | 8.93 | 17.10 | 5.49 | 3.75 | 3.47 | 3.77 | 4.53 | 6.75 | 6.10 | 11.22 | 7.64 | 8.22 | 7.95 | 5.89 | 4.49 | 3.97 |
| Draw Down(%) | NA | 4.00 | 6.55 | 21.44 | 21.44 | NA | NA | … | … | 4.00 | 6.10 | 3.27 | 5.67 | 18.49 | 4.85 | 11.87 | 1.40 | 8.12 | 1.15 | 3.71 | 4.81 | 2.24 | 4.97 | 3.00 | 7.55 | 4.51 | 8.21 | 31.93 | 4.27 | 3.01 | 2.79 | 4.53 | 3.45 | 11.19 | 9.81 | 13.63 | 6.18 | 11.47 | 7.94 | 5.04 | 2.91 | 2.47 |
| Yield(%) | 0.00 | 4.22 | 4.43 | 2.82 | 3.12 | 3.84 | 3.92 | … | … | 0.00 | 5.70 | 5.31 | 2.49 | 1.58 | 1.61 | 2.09 | 2.81 | 4.37 | 2.45 | 2.70 | 7.41 | 8.28 | 1.93 | 1.95 | 2.26 | 4.93 | 7.09 | 3.79 | 3.32 | 2.96 | 3.55 | 1.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.21 | 3.42 | 3.80 | 4.69 | 1.94 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PACYX (PUTNAM DYNAMIC ASSET ALLOCATION CONSERVATIVE FUND CLASS Y SHARES) |
-9.07%
Dec 1999 – Dec 2002 |
-5.16%
Mar 1998 – Mar 2003 |
-2.73%
Nov 1998 – Nov 2008 |
1.69%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PACYX (PUTNAM DYNAMIC ASSET ALLOCATION CONSERVATIVE FUND CLASS Y SHARES) |
16.94%
Feb 2009 – Feb 2012 |
13.62%
Feb 2009 – Feb 2014 |
8.81%
Feb 2009 – Feb 2019 |
6.50%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart