Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAEBX (PUTNAM DYNAMIC ASSET ALLOCATION GROWTH FUND CLASS B SHARES) | NA | 24.61% | -0.49% | 6.01% | 6.23% | 7.43% | 6.39% | … | … |
Data as of 10/18/2024, Common starting date is 12/09/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAEBX (PUTNAM DYNAMIC ASSET ALLOCATION GROWTH FUND CLASS B SHARES) | 12/09/1994 | 10/18/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.00 | 24.61 | -0.49 | 6.01 | 6.23 | 7.43 | 6.39 | … | … | 14.46 | 17.67 | -18.48 | 1.66 | 13.54 | 19.85 | -10.36 | 19.05 | 7.01 | -1.09 | 8.76 | 23.60 | 16.02 | -5.02 | 14.31 | 35.95 | -38.72 | 2.79 | 16.00 | 9.81 | 10.97 | 28.46 | -15.49 | -10.70 | -9.83 | 23.89 | 12.75 | 17.54 | 17.72 | 21.77 | 3.37 |
| Sharpe Ratio | NA | 1.82 | -0.27 | 0.21 | 0.33 | NA | NA | … | … | 1.15 | 1.36 | -1.06 | 0.09 | 0.52 | 1.86 | -0.89 | 3.30 | 0.58 | -0.09 | 0.93 | 2.49 | 1.41 | -0.24 | 0.86 | 1.54 | -1.10 | -0.01 | 1.43 | 0.97 | 1.14 | 2.60 | -0.98 | -1.03 | -1.08 | 1.75 | 0.55 | 1.06 | 1.71 | 2.69 | 23.60 |
| Standard Deviation(%) | NA | 9.92 | 15.76 | 17.29 | 14.48 | NA | NA | … | … | 9.73 | 9.97 | 18.80 | 17.79 | 25.37 | 9.91 | 13.10 | 5.60 | 11.66 | 12.16 | 9.42 | 9.46 | 11.45 | 20.83 | 16.51 | 23.28 | 36.05 | 14.33 | 8.95 | 7.85 | 8.82 | 10.69 | 17.01 | 12.87 | 12.86 | 11.84 | 17.20 | 13.14 | 8.24 | 6.66 | 3.29 |
| Draw Down(%) | NA | 6.89 | 33.10 | 33.10 | 33.10 | NA | NA | … | … | 6.89 | 8.34 | 23.43 | 15.94 | 28.65 | 5.65 | 19.15 | 1.60 | 10.81 | 11.46 | 7.13 | 6.72 | 9.83 | 21.78 | 13.59 | 22.71 | 49.75 | 11.01 | 10.26 | 5.56 | 7.77 | 10.58 | 26.46 | 24.86 | 14.36 | 7.26 | 25.09 | 10.16 | 7.86 | 4.94 | 0.00 |
| Yield(%) | 0.00 | 1.22 | 0.48 | 0.54 | 3.95 | 4.45 | 4.00 | … | … | 0.00 | 1.32 | 0.00 | 0.54 | 0.00 | 0.89 | 7.75 | 10.34 | 1.31 | 5.35 | 13.89 | 0.79 | 0.43 | 0.00 | 3.33 | 4.74 | 2.02 | 1.30 | 0.00 | 0.12 | 0.56 | 1.64 | 1.68 | 1.97 | 18.03 | 12.00 | 2.31 | 8.01 | 5.66 | 1.73 | 0.62 |
Data as of 10/18/2024, Common starting date is 12/09/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAEBX (PUTNAM DYNAMIC ASSET ALLOCATION GROWTH FUND CLASS B SHARES) |
-15.25%
Feb 2006 – Feb 2009 |
-5.73%
Feb 2004 – Feb 2009 |
-1.66%
Feb 1999 – Feb 2009 |
3.35%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAEBX (PUTNAM DYNAMIC ASSET ALLOCATION GROWTH FUND CLASS B SHARES) |
23.34%
Feb 2009 – Feb 2012 |
20.03%
Feb 2009 – Feb 2014 |
12.75%
Feb 2009 – Feb 2019 |
10.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart