Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PAEAX (PUTNAM DYNAMIC ASSET ALLOCATION GROWTH FUND CLASS A SHARES) | 4.48% | 0.74% | 11.11% | 6.27% | 5.68% | 8.04% | 6.50% | 7.72% |
Data as of 06/20/2025, AR inception is 12/09/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAEAX (PUTNAM DYNAMIC ASSET ALLOCATION GROWTH FUND CLASS A SHARES) | 12/09/1994 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -0.25 | 0.74 | 11.11 | 6.27 | 5.68 | 8.04 | 6.50 | 7.72 | 4.48 | 9.20 | 18.57 | -17.83 | 2.72 | 14.41 | 20.79 | -9.73 | 19.92 | 7.83 | -0.34 | 9.62 | 24.48 | 16.87 | -4.24 | 15.13 | 36.82 | -38.27 | 3.55 | 16.82 | 10.62 | 11.82 | 29.44 | -14.45 | -10.03 | -9.10 | 24.71 | 13.74 | 18.43 | 18.60 | 22.50 | 3.42 |
| Sharpe Ratio | NA | -0.13 | 0.57 | 0.28 | 0.28 | NA | NA | 0.39 | 0.36 | 0.17 | 1.44 | -1.02 | 0.15 | 0.56 | 1.97 | -0.84 | 3.48 | 0.65 | -0.03 | 1.02 | 2.58 | 1.49 | -0.21 | 0.91 | 1.58 | -1.08 | 0.04 | 1.53 | 1.08 | 1.23 | 2.67 | -0.91 | -0.98 | -1.03 | 1.81 | 0.60 | 1.13 | 1.81 | 2.82 | 19.76 |
| Standard Deviation(%) | NA | 18.92 | 14.82 | 15.84 | 15.31 | NA | NA | 15.30 | 19.16 | 15.08 | 10.01 | 18.86 | 17.60 | 25.32 | 9.84 | 13.13 | 5.57 | 11.65 | 12.13 | 9.39 | 9.46 | 11.41 | 20.80 | 16.48 | 23.22 | 36.20 | 14.30 | 8.87 | 7.81 | 8.82 | 10.76 | 17.02 | 12.77 | 12.84 | 11.85 | 17.29 | 13.13 | 8.25 | 6.62 | 4.01 |
| Draw Down(%) | NA | 21.23 | 21.23 | 32.45 | 32.45 | NA | NA | 53.25 | 14.76 | 11.86 | 8.14 | 23.00 | 15.61 | 28.57 | 5.64 | 18.66 | 1.55 | 10.70 | 11.18 | 7.10 | 6.67 | 9.66 | 21.48 | 13.48 | 22.68 | 49.41 | 10.97 | 10.15 | 5.47 | 7.47 | 10.33 | 26.08 | 24.49 | 13.95 | 7.22 | 24.98 | 10.04 | 7.80 | 4.84 | 0.12 |
| Yield(%) | 0.00 | 1.94 | 2.00 | 1.63 | 3.58 | 5.51 | 4.62 | 7.51 | 0.00 | 2.21 | 2.72 | 0.56 | 1.53 | 0.53 | 1.86 | 8.47 | 11.05 | 1.70 | 6.12 | 14.58 | 1.68 | 1.34 | 0.30 | 4.15 | 5.59 | 2.75 | 2.10 | 0.65 | 0.90 | 1.24 | 2.41 | 2.85 | 2.74 | 18.59 | 12.63 | 3.02 | 8.70 | 6.30 | 2.29 | 0.92 |
Data as of 06/20/2025, AR inception is 12/09/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAEAX (PUTNAM DYNAMIC ASSET ALLOCATION GROWTH FUND CLASS A SHARES) |
-14.65%
Feb 2006 - Feb 2009 |
-5.03%
Feb 2004 - Feb 2009 |
-0.89%
Feb 1999 - Feb 2009 |
4.14%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAEAX (PUTNAM DYNAMIC ASSET ALLOCATION GROWTH FUND CLASS A SHARES) |
24.25%
Feb 2009 - Feb 2012 |
20.93%
Feb 2009 - Feb 2014 |
13.58%
Feb 2009 - Feb 2019 |
10.91%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart