Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PABYX (PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CLASS Y SHARES) | 4.89% | 16.39% | 15.46% | 4.77% | 7.37% | 7.63% | 6.64% | … | … |
Data as of 06/05/2026, Common starting date is 09/09/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PABYX (PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CLASS Y 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 (%) | -1.60 | 16.39 | 15.46 | 4.77 | 7.37 | 7.63 | 6.64 | … | … | 4.89 | 15.17 | 16.02 | 17.88 | -19.25 | 2.78 | 12.00 | 17.63 | -6.95 | 15.46 | 6.99 | 0.55 | 9.94 | 18.99 | 14.49 | -0.37 | 14.62 | 35.66 | -33.14 | 2.14 | 12.97 | 7.26 | 8.29 | 18.04 | -14.77 | -9.33 | -16.50 | 7.99 | 9.49 | 8.98 | 12.25 | 20.80 | -0.15 |
| Sharpe Ratio | NA | 1.64 | 1.26 | 0.19 | 0.50 | NA | NA | … | … | 0.92 | 1.09 | 1.47 | 1.78 | -1.30 | 0.20 | 0.62 | 2.22 | -0.84 | 3.58 | 0.79 | 0.06 | 1.42 | 2.57 | 1.74 | -0.03 | 1.18 | 2.11 | -1.18 | -0.10 | 1.46 | 0.81 | 1.08 | 1.94 | -1.04 | -0.92 | -1.14 | 0.38 | 0.42 | 0.40 | 0.42 | 2.78 | -0.69 |
| Standard Deviation(%) | NA | 8.40 | 9.67 | 11.95 | 11.46 | NA | NA | … | … | 10.08 | 11.35 | 8.45 | 8.08 | 16.00 | 13.85 | 18.77 | 7.27 | 9.92 | 4.15 | 8.63 | 8.99 | 6.98 | 7.36 | 8.39 | 14.90 | 12.31 | 16.86 | 28.69 | 10.49 | 6.59 | 6.17 | 6.75 | 8.93 | 15.35 | 12.99 | 18.22 | 12.11 | 14.26 | 13.32 | 20.25 | 6.06 | 6.11 |
| Draw Down(%) | NA | 5.96 | 11.57 | 28.38 | 28.38 | NA | NA | … | … | 5.96 | 11.54 | 4.65 | 6.90 | 20.43 | 12.50 | 22.32 | 3.91 | 13.90 | 1.29 | 7.81 | 7.95 | 4.99 | 5.85 | 6.67 | 15.21 | 9.87 | 16.52 | 43.21 | 8.02 | 6.47 | 4.06 | 5.57 | 8.67 | 22.10 | 20.90 | 21.99 | 8.70 | 20.34 | 12.89 | 10.18 | 4.46 | 4.04 |
| Yield(%) | 0.00 | 7.12 | 8.38 | 4.51 | 5.18 | 5.78 | 5.13 | … | … | 0.00 | 8.32 | 12.06 | 3.83 | 1.35 | 1.30 | 1.73 | 2.35 | 7.67 | 6.90 | 2.74 | 6.86 | 6.75 | 1.83 | 2.04 | 2.00 | 4.99 | 7.33 | 3.89 | 2.07 | 1.88 | 2.14 | 0.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.59 | 2.82 | 3.23 | 3.74 | 1.39 |
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 |
|---|---|---|---|---|
| PABYX (PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CLASS Y SHARES) |
-14.91%
Mar 2000 – Mar 2003 |
-7.52%
Sep 1997 – Sep 2002 |
-3.76%
Feb 1999 – Feb 2009 |
1.56%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PABYX (PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CLASS Y SHARES) |
22.32%
Feb 2009 – Feb 2012 |
18.77%
Feb 2009 – Feb 2014 |
12.29%
Feb 2009 – Feb 2019 |
9.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart