Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAECX (PUTNAM DYNAMIC ASSET ALLOCATION GROWTH FUND CLASS C SHARES) | 9.79% | 23.61% | 18.93% | 6.30% | 8.68% | 8.36% | 6.78% | … | … |
Data as of 06/04/2026, Common starting date is 12/09/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAECX (PUTNAM DYNAMIC ASSET ALLOCATION GROWTH FUND CLASS C SHARES) | 12/09/1994 | 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 (%) | 0.52 | 23.61 | 18.93 | 6.30 | 8.68 | 8.36 | 6.78 | … | … | 9.79 | 17.57 | 17.84 | 19.91 | -18.54 | 0.95 | 13.56 | 19.91 | -10.42 | 19.01 | 7.04 | -1.08 | 8.82 | 23.51 | 16.03 | -4.96 | 14.25 | 35.79 | -38.68 | 2.76 | 16.00 | 9.86 | 10.87 | 28.55 | -15.49 | -10.71 | -9.81 | 23.77 | 12.88 | 17.58 | 17.59 | 21.58 | 3.44 |
| Sharpe Ratio | NA | 2.09 | 1.33 | 0.26 | 0.48 | NA | NA | … | … | 1.78 | 1.01 | 1.36 | 1.67 | -1.06 | 0.05 | 0.52 | 1.85 | -0.90 | 3.30 | 0.59 | -0.09 | 0.94 | 2.49 | 1.41 | -0.24 | 0.86 | 1.53 | -1.09 | -0.03 | 1.42 | 0.97 | 1.12 | 2.58 | -0.98 | -1.04 | -1.09 | 1.71 | 0.54 | 1.05 | 1.68 | 2.66 | 21.10 |
| Standard Deviation(%) | NA | 10.26 | 12.02 | 14.85 | 14.77 | NA | NA | … | … | 12.21 | 14.54 | 10.45 | 9.84 | 18.86 | 18.36 | 25.36 | 9.95 | 13.11 | 5.59 | 11.62 | 12.13 | 9.41 | 9.43 | 11.41 | 20.84 | 16.51 | 23.27 | 36.16 | 14.34 | 8.90 | 7.80 | 8.84 | 10.79 | 16.99 | 12.88 | 12.84 | 11.90 | 17.33 | 13.12 | 8.24 | 6.61 | 3.77 |
| Draw Down(%) | NA | 7.69 | 14.87 | 33.55 | 33.55 | NA | NA | … | … | 7.69 | 14.87 | 6.88 | 8.34 | 23.39 | 16.54 | 28.67 | 5.65 | 19.18 | 1.53 | 10.83 | 11.43 | 7.19 | 6.74 | 9.80 | 21.71 | 13.57 | 22.75 | 49.71 | 11.04 | 10.25 | 5.64 | 7.78 | 10.49 | 26.42 | 24.84 | 14.36 | 7.25 | 25.09 | 10.09 | 7.89 | 4.96 | 0.12 |
| Yield(%) | 0.00 | 7.14 | 8.39 | 4.17 | 5.16 | 5.85 | 4.86 | … | … | 0.00 | 7.46 | 12.04 | 4.33 | 0.00 | 0.76 | 0.00 | 1.11 | 8.20 | 10.93 | 1.36 | 5.81 | 14.43 | 0.95 | 0.55 | 0.00 | 3.52 | 4.90 | 2.09 | 1.47 | 0.02 | 0.22 | 0.53 | 1.62 | 1.70 | 2.04 | 18.32 | 12.10 | 2.35 | 8.17 | 5.89 | 1.74 | 0.93 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PAECX (PUTNAM DYNAMIC ASSET ALLOCATION GROWTH FUND CLASS C SHARES) |
-15.27%
Feb 2006 – Feb 2009 |
-5.74%
Feb 2004 – Feb 2009 |
-1.67%
Feb 1999 – Feb 2009 |
3.30%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAECX (PUTNAM DYNAMIC ASSET ALLOCATION GROWTH FUND CLASS C SHARES) |
23.33%
Feb 2009 – Feb 2012 |
20.04%
Feb 2009 – Feb 2014 |
12.74%
Feb 2009 – Feb 2019 |
10.14%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart