Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDRGX (Putnam Dynamic Risk Allocation Fd Cl R6) | NA | -242,953.97% | nan% | nan% | nan% | NA | NA | … | … |
Data as of 01/27/2023, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDRGX (Putnam Dynamic Risk Allocation Fd Cl R6) | 07/03/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -276,719.76 | -242,953.97 | nan | nan | nan | NA | NA | … | … | -0.55 | -19.71 | -54.63 | 1.34 | 5.94 | -8.08 | 13.06 | 9.22 | -6.13 | 3.03 | 4.45 | 6.70 |
| Sharpe Ratio | NA | -1.52 | -0.82 | -0.65 | -0.24 | NA | NA | … | … | -0.73 | -2.01 | -0.94 | 0.09 | 0.54 | -0.84 | 2.93 | 0.83 | -0.80 | 0.51 | 0.57 | 2.10 |
| Standard Deviation(%) | NA | 10.91 | 19.29 | 15.68 | 12.32 | NA | NA | … | … | 14.46 | 10.53 | 58.03 | 12.98 | 8.31 | 11.16 | 4.25 | 10.79 | 7.65 | 5.85 | 7.71 | 6.74 |
| Draw Down(%) | NA | 21.53 | 43.50 | 43.50 | 43.50 | NA | NA | … | … | 3.38 | 24.41 | 55.48 | 20.49 | 7.55 | 17.52 | 2.04 | 5.91 | 11.43 | 5.27 | 9.91 | 3.74 |
| Yield(%) | 96.83 | 85.01 | 29.53 | 18.13 | 11.39 | 8.10 | 6.08 | … | … | 99.67 | 0.00 | 39.21 | 0.00 | 5.14 | 1.86 | 3.44 | 2.98 | 2.69 | 5.33 | 1.14 | 6.34 |
Data as of 01/27/2023, 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 |
|---|---|---|---|---|
| PDRGX (Putnam Dynamic Risk Allocation Fd Cl R6) |
-15.80%
Sep 2019 – Sep 2022 |
-8.72%
Sep 2017 – Sep 2022 |
-2.55%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDRGX (Putnam Dynamic Risk Allocation Fd Cl R6) |
7.70%
Sep 2015 – Sep 2018 |
5.54%
Dec 2015 – Dec 2020 |
-1.81%
Aug 2012 – Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart