Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCCEX (Putnam Dynamic Asset Allocation Conserva) | 3.47% | 11.48% | 10.56% | 4.36% | 5.48% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCCEX (Putnam Dynamic Asset Allocation Conserva) | 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 (%) | 0.26 | 11.48 | 10.56 | 4.36 | 5.48 | NA | NA | … | … | 3.47 | 7.33 | 9.95 | 11.50 | -14.39 | 5.95 | 10.46 | 12.25 | -4.44 | 10.05 | 4.77 | 0.74 | 8.66 | 9.89 | -21.96 |
| Sharpe Ratio | NA | 1.78 | 1.21 | 0.27 | 0.61 | NA | NA | … | … | 0.90 | 0.65 | 1.07 | 1.26 | -1.62 | 1.15 | 1.11 | 3.06 | -1.09 | 3.71 | 0.92 | 0.14 | 2.39 | 2.22 | -1.00 |
| Standard Deviation(%) | NA | 5.26 | 6.34 | 6.95 | 6.34 | NA | NA | … | … | 6.38 | 6.99 | 5.90 | 6.26 | 9.80 | 5.16 | 9.17 | 3.52 | 5.35 | 2.54 | 4.95 | 4.92 | 3.62 | 4.45 | 40.09 |
| Draw Down(%) | NA | 3.92 | 6.43 | 18.73 | 18.73 | NA | NA | … | … | 3.92 | 6.09 | 3.26 | 5.74 | 18.08 | 2.93 | 11.77 | 1.39 | 7.85 | 1.05 | 3.70 | 4.75 | 2.22 | 4.96 | 25.93 |
| Yield(%) | 0.00 | 4.26 | 4.52 | 4.20 | 4.22 | 3.31 | 2.48 | … | … | 0.00 | 5.78 | 5.42 | 2.61 | 5.27 | 4.72 | 4.39 | 2.93 | 4.65 | 2.73 | 2.63 | 7.54 | 8.39 | 2.06 | 0.62 |
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 |
|---|---|---|---|---|
| PCCEX (Putnam Dynamic Asset Allocation Conserva) |
-0.76%
Oct 2020 – Oct 2023 |
1.26%
Sep 2017 – Sep 2022 |
3.36%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCCEX (Putnam Dynamic Asset Allocation Conserva) |
11.51%
Sep 2022 – Sep 2025 |
6.84%
Oct 2016 – Oct 2021 |
5.81%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart