Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PADEX (Putnam Dynamic Asset Allocation Growth F) | 7.46% | 21.84% | 19.06% | 9.95% | 11.13% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PADEX (Putnam Dynamic Asset Allocation Growth F) | 07/03/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.08 | 21.84 | 19.06 | 9.95 | 11.13 | NA | NA | … | … | 7.46 | 12.30 | 19.00 | 21.07 | -16.80 | 16.93 | 14.70 | 21.09 | -9.42 | 20.20 | 8.16 | -0.16 | 9.93 | 24.81 | 44.32 |
| Sharpe Ratio | NA | 1.81 | 1.31 | 0.56 | 0.68 | NA | NA | … | … | 1.24 | 0.61 | 1.48 | 1.78 | -0.98 | 1.51 | 0.57 | 1.98 | -0.82 | 3.52 | 0.69 | -0.02 | 1.05 | 2.62 | 2.72 |
| Standard Deviation(%) | NA | 10.63 | 12.09 | 13.36 | 14.04 | NA | NA | … | … | 12.67 | 15.82 | 10.41 | 9.85 | 18.74 | 11.23 | 25.33 | 9.89 | 13.22 | 5.57 | 11.58 | 12.08 | 9.42 | 9.44 | 41.22 |
| Draw Down(%) | NA | 7.56 | 14.70 | 23.06 | 28.55 | NA | NA | … | … | 7.56 | 14.70 | 6.83 | 8.12 | 22.80 | 4.77 | 28.55 | 5.58 | 18.45 | 1.53 | 10.68 | 11.14 | 7.09 | 6.67 | 5.72 |
| Yield(%) | 0.00 | 7.11 | 7.77 | 6.70 | 7.35 | 10.48 | 7.86 | … | … | 0.00 | 7.45 | 11.66 | 2.09 | 0.83 | 15.34 | 0.79 | 2.14 | 8.66 | 11.35 | 1.94 | 6.31 | 14.73 | 2.12 | 1.78 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| PADEX (Putnam Dynamic Asset Allocation Growth F) |
0.91%
Mar 2017 – Mar 2020 |
2.44%
Mar 2015 – Mar 2020 |
6.85%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PADEX (Putnam Dynamic Asset Allocation Growth F) |
21.28%
Sep 2022 – Sep 2025 |
14.09%
Mar 2020 – Mar 2025 |
11.60%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart