Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDRFX (Putnam Dynamic Risk Allocation Fd Cl C) | NA | -336,333.12% | nan% | nan% | nan% | NA | NA | … | … |
Data as of 01/27/2023, Common starting date is 09/20/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDRFX (Putnam Dynamic Risk Allocation Fd Cl C) | 09/20/2011 | 01/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -388,205.52 | -336,333.12 | nan | nan | nan | NA | NA | … | … | -0.57 | -20.73 | -50.79 | 0.18 | 13.97 | -11.01 | 11.81 | 7.97 | -7.08 | 1.99 | 3.12 | 13.07 | -1.20 |
| Sharpe Ratio | NA | -1.67 | -0.93 | -0.76 | -0.31 | NA | NA | … | … | -0.81 | -2.14 | -0.94 | 0.00 | 2.02 | -1.48 | 2.69 | 0.72 | -0.93 | 0.34 | 0.40 | 1.89 | -0.32 |
| Standard Deviation(%) | NA | 10.63 | 15.27 | 12.73 | 10.47 | NA | NA | … | … | 13.40 | 10.35 | 54.35 | 12.93 | 6.23 | 8.31 | 4.18 | 10.73 | 7.64 | 5.76 | 7.82 | 6.96 | 13.19 |
| Draw Down(%) | NA | 22.17 | 39.71 | 39.89 | 39.89 | NA | NA | … | … | 3.34 | 25.11 | 51.70 | 20.48 | 3.59 | 15.35 | 2.07 | 5.98 | 12.02 | 5.70 | 10.14 | 4.73 | 6.05 |
| Yield(%) | 96.86 | 83.92 | 28.65 | 17.07 | 10.26 | 7.67 | 5.75 | … | … | 99.45 | 0.00 | 38.73 | 0.00 | 2.97 | 0.57 | 2.11 | 1.57 | 1.92 | 4.12 | 0.00 | 6.48 | 0.00 |
Data as of 01/27/2023, Common starting date is 09/20/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDRFX (Putnam Dynamic Risk Allocation Fd Cl C) |
-14.20%
Sep 2019 – Sep 2022 |
-8.23%
Sep 2017 – Sep 2022 |
-2.82%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDRFX (Putnam Dynamic Risk Allocation Fd Cl C) |
6.46%
Sep 2015 – Sep 2018 |
4.18%
Jun 2013 – Jun 2018 |
0.97%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart