Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PASRX (PUTNAM DYNAMIC ASSET ALLOCATION GROWTH FUND CLASS R SHARES) | 8.67% | 2.06% | 11.93% | 6.29% | 6.00% | 8.19% | 6.37% | 7.51% |
Data as of 07/10/2025, AR inception is 08/04/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PASRX (PUTNAM DYNAMIC ASSET ALLOCATION GROWTH FUND CLASS R SHARES) | 08/04/2003 | 07/10/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 2.06 | 11.93 | 6.29 | 6.00 | 8.19 | 6.37 | 7.51 | 8.67 | 8.66 | 18.22 | -18.09 | 2.15 | 14.09 | 20.50 | -9.90 | 19.62 | 7.54 | -0.61 | 8.97 | 24.61 | 16.59 | -4.55 | 14.62 | 36.53 | -38.48 | 3.30 | 16.57 | 10.32 | 11.54 | 14.65 |
| Sharpe Ratio | NA | 0.02 | 0.58 | 0.29 | 0.30 | NA | NA | 0.37 | 0.82 | 0.14 | 1.41 | -1.04 | 0.12 | 0.55 | 1.93 | -0.85 | 3.44 | 0.63 | -0.05 | 0.95 | 2.60 | 1.47 | -0.22 | 0.88 | 1.56 | -1.09 | 0.02 | 1.51 | 1.03 | 1.20 | 4.89 |
| Standard Deviation(%) | NA | 19.15 | 14.78 | 15.87 | 15.34 | NA | NA | 16.16 | 18.62 | 15.26 | 9.96 | 18.79 | 17.83 | 25.28 | 9.92 | 13.17 | 5.54 | 11.68 | 12.12 | 9.47 | 9.46 | 11.37 | 20.72 | 16.59 | 23.30 | 36.15 | 14.36 | 8.85 | 7.90 | 8.81 | 7.90 |
| Draw Down(%) | NA | 21.48 | 21.48 | 32.80 | 32.80 | NA | NA | 53.44 | 14.79 | 12.06 | 8.16 | 23.11 | 15.92 | 28.59 | 5.64 | 18.80 | 1.54 | 10.77 | 11.35 | 7.11 | 6.64 | 9.74 | 21.60 | 13.64 | 22.71 | 49.54 | 10.97 | 10.17 | 5.51 | 7.50 | 2.85 |
| Yield(%) | 0.00 | 1.67 | 1.71 | 1.30 | 3.44 | 5.35 | 4.31 | 5.45 | 0.00 | 1.94 | 2.51 | 0.33 | 1.22 | 0.18 | 1.61 | 8.42 | 11.09 | 1.56 | 5.78 | 14.66 | 1.40 | 1.09 | 0.07 | 3.82 | 5.47 | 2.62 | 1.80 | 0.50 | 0.80 | 1.41 | 2.25 |
Data as of 07/10/2025, AR inception is 08/04/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PASRX (PUTNAM DYNAMIC ASSET ALLOCATION GROWTH FUND CLASS R SHARES) |
-14.88%
Feb 2006 - Feb 2009 |
-5.29%
Feb 2004 - Feb 2009 |
4.61%
Feb 2006 - Feb 2016 |
3.84%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PASRX (PUTNAM DYNAMIC ASSET ALLOCATION GROWTH FUND CLASS R SHARES) |
23.86%
Feb 2009 - Feb 2012 |
20.57%
Feb 2009 - Feb 2014 |
13.28%
Feb 2009 - Feb 2019 |
10.59%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart