Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PABBX (PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CLASS B SHARES) | NA | 24.00% | -1.80% | 3.92% | 4.67% | 6.34% | 5.36% | … | … |
Data as of 10/22/2024, Common starting date is 09/09/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PABBX (PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CLASS B SHARES) | 09/09/1994 | 10/22/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.00 | 24.00 | -1.80 | 3.92 | 4.67 | 6.34 | 5.36 | … | … | 12.70 | 14.97 | -20.07 | 1.68 | 10.89 | 16.56 | -7.91 | 14.33 | 5.93 | -0.51 | 8.89 | 17.83 | 13.43 | -1.41 | 13.89 | 34.21 | -33.69 | 1.10 | 11.86 | 6.25 | 8.04 | 20.36 | -12.92 | -7.11 | -3.19 | 17.54 | 10.70 | 15.29 | 16.73 | 19.73 | -0.53 |
| Sharpe Ratio | NA | 2.16 | -0.43 | 0.12 | 0.28 | NA | NA | … | … | 1.12 | 1.33 | -1.34 | 0.12 | 0.56 | 2.09 | -0.93 | 3.31 | 0.66 | -0.06 | 1.27 | 2.41 | 1.61 | -0.10 | 1.12 | 2.02 | -1.21 | -0.18 | 1.30 | 0.67 | 1.08 | 2.27 | -0.91 | -0.76 | -0.56 | 1.56 | 0.54 | 1.11 | 1.92 | 2.65 | -0.92 |
| Standard Deviation(%) | NA | 8.14 | 12.97 | 13.60 | 11.21 | NA | NA | … | … | 7.85 | 8.15 | 16.03 | 13.91 | 18.81 | 7.25 | 9.91 | 4.16 | 8.63 | 9.06 | 7.00 | 7.40 | 8.37 | 14.89 | 12.27 | 16.91 | 28.61 | 10.50 | 6.61 | 6.08 | 6.61 | 8.67 | 15.35 | 12.62 | 12.91 | 9.16 | 13.56 | 10.54 | 6.83 | 5.99 | 5.76 |
| Draw Down(%) | NA | 4.78 | 29.07 | 29.07 | 29.07 | NA | NA | … | … | 4.78 | 7.20 | 21.08 | 12.64 | 22.40 | 4.01 | 14.65 | 1.30 | 7.86 | 8.35 | 5.07 | 5.91 | 6.88 | 15.58 | 9.81 | 16.63 | 43.62 | 8.08 | 6.53 | 4.16 | 5.34 | 8.19 | 21.63 | 20.04 | 9.79 | 5.73 | 20.78 | 7.94 | 5.78 | 4.62 | 4.17 |
| Yield(%) | 0.00 | 0.78 | 0.48 | 0.60 | 2.90 | 3.52 | 3.18 | … | … | 0.45 | 0.91 | 0.41 | 0.18 | 0.71 | 1.22 | 6.69 | 5.85 | 1.76 | 5.86 | 5.73 | 0.76 | 0.96 | 0.98 | 4.28 | 6.25 | 2.98 | 1.03 | 0.87 | 1.12 | 0.56 | 2.23 | 1.92 | 2.23 | 13.36 | 9.16 | 2.80 | 9.29 | 7.77 | 2.69 | 0.90 |
Data as of 10/22/2024, 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 |
|---|---|---|---|---|
| PABBX (PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CLASS B SHARES) |
-12.67%
Feb 2006 – Feb 2009 |
-5.23%
Feb 2004 – Feb 2009 |
-1.26%
Feb 1999 – Feb 2009 |
3.35%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PABBX (PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CLASS B SHARES) |
21.23%
Feb 2009 – Feb 2012 |
17.68%
Feb 2009 – Feb 2014 |
11.21%
Feb 2009 – Feb 2019 |
8.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart