Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AABCX (PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CLASS C SHARES) | 4.71% | 15.52% | 14.41% | 3.68% | 6.27% | 6.54% | 5.56% | … | … |
Data as of 06/05/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AABCX (PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CLASS C SHARES) | 06/21/1996 | 06/05/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.57 | 15.52 | 14.41 | 3.68 | 6.27 | 6.54 | 5.56 | … | … | 4.71 | 14.05 | 14.90 | 16.70 | -20.22 | 1.36 | 10.95 | 16.50 | -7.92 | 14.42 | 5.87 | -0.52 | 8.88 | 17.86 | 13.29 | -1.29 | 13.49 | 33.97 | -33.77 | 1.07 | 11.84 | 6.14 | 8.01 | 19.74 | -13.90 | -7.15 | -3.19 | 17.49 | 10.69 | 15.30 | 8.75 |
| Sharpe Ratio | NA | 1.53 | 1.15 | 0.10 | 0.40 | NA | NA | … | … | 0.88 | 0.98 | 1.34 | 1.63 | -1.35 | 0.09 | 0.57 | 2.06 | -0.94 | 3.31 | 0.66 | -0.06 | 1.27 | 2.43 | 1.59 | -0.09 | 1.10 | 2.00 | -1.20 | -0.20 | 1.28 | 0.63 | 1.05 | 2.16 | -0.98 | -0.77 | -0.57 | 1.53 | 0.53 | 1.09 | 1.86 |
| Standard Deviation(%) | NA | 8.39 | 9.69 | 12.05 | 11.52 | NA | NA | … | … | 10.05 | 11.42 | 8.43 | 8.06 | 16.09 | 14.16 | 18.75 | 7.30 | 9.97 | 4.18 | 8.58 | 8.97 | 6.97 | 7.34 | 8.38 | 14.91 | 12.14 | 16.94 | 28.78 | 10.51 | 6.63 | 6.15 | 6.67 | 8.79 | 15.33 | 12.70 | 12.91 | 9.21 | 13.64 | 10.57 | 7.30 |
| Draw Down(%) | NA | 5.97 | 11.84 | 29.26 | 29.26 | NA | NA | … | … | 5.97 | 11.62 | 4.72 | 7.22 | 21.04 | 12.88 | 22.38 | 3.97 | 14.64 | 1.33 | 7.87 | 8.26 | 5.02 | 5.84 | 6.90 | 15.63 | 10.01 | 16.72 | 43.75 | 8.02 | 6.58 | 4.18 | 5.28 | 8.46 | 21.59 | 20.00 | 9.75 | 5.76 | 20.79 | 7.97 | 5.32 |
| Yield(%) | 0.00 | 6.78 | 7.71 | 3.83 | 4.25 | 4.65 | 4.08 | … | … | 0.00 | 7.74 | 11.41 | 2.88 | 0.49 | 0.26 | 0.80 | 1.31 | 6.90 | 6.04 | 1.84 | 6.07 | 5.88 | 0.84 | 1.01 | 1.04 | 4.07 | 6.37 | 3.05 | 1.08 | 0.93 | 1.15 | 0.58 | 1.72 | 0.88 | 2.27 | 13.47 | 9.23 | 2.84 | 9.37 | 6.77 |
Data as of 06/05/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AABCX (PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CLASS C SHARES) |
-12.80%
Feb 2006 – Feb 2009 |
-5.31%
Feb 2004 – Feb 2009 |
-1.47%
Feb 1999 – Feb 2009 |
3.28%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AABCX (PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CLASS C SHARES) |
21.09%
Feb 2009 – Feb 2012 |
17.58%
Feb 2009 – Feb 2014 |
11.16%
Feb 2009 – Feb 2019 |
8.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart