Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAEEX (Putnam Dynamic Asset Allocation Growth F) | 10.24% | 24.90% | 20.19% | 10.66% | 11.52% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAEEX (Putnam Dynamic Asset Allocation Growth F) | 07/03/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 24.90 | 20.19 | 10.66 | 11.52 | NA | NA | … | … | 10.24 | 12.13 | 19.09 | 21.22 | -16.73 | 17.06 | 14.78 | 21.24 | -9.35 | 20.39 | 8.22 | -0.05 | 10.04 | 24.92 | 7.50 |
| Sharpe Ratio | NA | 2.22 | 1.44 | 0.62 | 0.71 | NA | NA | … | … | 1.89 | 0.59 | 1.48 | 1.81 | -0.97 | 1.53 | 0.57 | 2.00 | -0.82 | 3.55 | 0.69 | -0.01 | 1.07 | 2.65 | 1.53 |
| Standard Deviation(%) | NA | 10.27 | 12.01 | 13.31 | 14.01 | NA | NA | … | … | 12.21 | 15.95 | 10.42 | 9.80 | 18.74 | 11.17 | 25.34 | 9.87 | 13.20 | 5.59 | 11.62 | 12.10 | 9.38 | 9.41 | 10.43 |
| Draw Down(%) | NA | 7.57 | 14.73 | 23.03 | 28.58 | NA | NA | … | … | 7.57 | 14.73 | 6.86 | 8.05 | 22.75 | 4.80 | 28.58 | 5.59 | 18.37 | 1.59 | 10.66 | 11.12 | 7.03 | 6.60 | 5.72 |
| Yield(%) | 0.00 | 7.40 | 8.79 | 7.34 | 7.84 | 8.22 | 6.16 | … | … | 0.00 | 7.76 | 12.06 | 5.15 | 1.69 | 15.42 | 0.90 | 2.26 | 8.75 | 11.35 | 2.09 | 6.42 | 14.83 | 2.09 | 1.37 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PAEEX (Putnam Dynamic Asset Allocation Growth F) |
1.03%
Mar 2017 – Mar 2020 |
2.56%
Mar 2015 – Mar 2020 |
6.97%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAEEX (Putnam Dynamic Asset Allocation Growth F) |
21.42%
Sep 2022 – Sep 2025 |
14.20%
Mar 2020 – Mar 2025 |
11.72%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart