Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PABAX (PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CLASS A SHARES) | 4.85% | 16.20% | 15.21% | 4.52% | 7.11% | 7.37% | 6.39% | … | … |
Data as of 06/05/2026, Common starting date is 09/09/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PABAX (PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CLASS A SHARES) | 09/09/1994 | 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 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.61 | 16.20 | 15.21 | 4.52 | 7.11 | 7.37 | 6.39 | … | … | 4.85 | 14.90 | 15.71 | 17.65 | -19.46 | 2.42 | 11.81 | 17.31 | -7.21 | 15.21 | 6.69 | 0.26 | 9.76 | 18.75 | 14.14 | -0.52 | 14.58 | 35.19 | -33.24 | 1.88 | 12.62 | 6.99 | 8.87 | 21.36 | -12.27 | -6.44 | -2.42 | 18.30 | 11.65 | 16.16 | 17.59 | 20.51 | -0.28 |
| Sharpe Ratio | NA | 1.61 | 0.93 | 0.15 | 0.44 | NA | NA | … | … | 0.91 | 1.06 | 0.71 | 1.76 | -1.31 | 0.17 | 0.61 | 2.16 | -0.87 | 3.53 | 0.75 | 0.03 | 1.40 | 2.55 | 1.71 | -0.04 | 1.19 | 2.09 | -1.19 | -0.12 | 1.38 | 0.77 | 1.20 | 2.39 | -0.87 | -0.71 | -0.51 | 1.62 | 0.60 | 1.17 | 2.03 | 2.74 | -0.78 |
| Standard Deviation(%) | NA | 8.42 | 12.92 | 13.67 | 12.39 | NA | NA | … | … | 10.08 | 11.36 | 17.06 | 8.02 | 16.03 | 13.90 | 18.77 | 7.33 | 9.94 | 4.14 | 8.59 | 9.07 | 6.97 | 7.35 | 8.33 | 14.94 | 12.20 | 16.81 | 28.71 | 10.41 | 6.68 | 6.13 | 6.60 | 8.65 | 15.34 | 12.66 | 12.94 | 9.22 | 13.56 | 10.58 | 6.81 | 6.03 | 5.91 |
| Draw Down(%) | NA | 5.93 | 18.28 | 28.53 | 28.53 | NA | NA | … | … | 5.93 | 11.52 | 11.12 | 6.98 | 20.57 | 12.53 | 22.31 | 3.99 | 14.09 | 1.29 | 7.82 | 8.09 | 5.00 | 5.77 | 6.76 | 15.33 | 9.69 | 16.54 | 43.32 | 8.03 | 6.55 | 4.03 | 5.20 | 8.08 | 21.28 | 19.70 | 9.51 | 5.63 | 20.60 | 7.98 | 5.69 | 4.62 | 4.04 |
| Yield(%) | 0.00 | 6.97 | 8.16 | 4.31 | 4.93 | 5.47 | 4.87 | … | … | 0.00 | 8.10 | 11.81 | 3.58 | 1.13 | 1.05 | 1.48 | 2.08 | 7.43 | 6.64 | 2.51 | 6.61 | 6.50 | 1.58 | 1.78 | 1.75 | 5.03 | 7.07 | 3.66 | 1.81 | 1.64 | 1.88 | 1.30 | 3.00 | 2.63 | 2.95 | 14.04 | 9.88 | 3.54 | 10.05 | 8.48 | 3.47 | 1.25 |
Data as of 06/05/2026, Common starting date is 09/09/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PABAX (PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CLASS A SHARES) |
-12.08%
Feb 2006 – Feb 2009 |
-4.56%
Feb 2004 – Feb 2009 |
-0.53%
Feb 1999 – Feb 2009 |
4.12%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PABAX (PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CLASS A SHARES) |
22.13%
Feb 2009 – Feb 2012 |
18.55%
Feb 2009 – Feb 2014 |
12.04%
Feb 2009 – Feb 2019 |
9.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart