Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAGMX (PUTNAM DYNAMIC ASSET ALLOCATION GROWTH FUND CLASS M SHARES) | NA | 10.07% | 8.27% | 5.75% | 8.65% | 6.53% | 4.97% | … | … |
Data as of 11/25/2019, Common starting date is 12/12/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAGMX (PUTNAM DYNAMIC ASSET ALLOCATION GROWTH FUND CLASS M SHARES) | 12/12/1995 | 11/25/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 10.07 | 8.27 | 5.75 | 8.65 | 6.53 | 4.97 | … | … | 16.61 | -10.14 | 19.29 | 7.24 | -0.74 | 8.73 | 23.91 | 16.26 | -4.78 | 14.59 | 36.33 | -38.56 | 3.02 | 16.27 | 10.15 | 11.17 | 28.82 | -15.28 | -10.48 | -9.85 | 24.19 | 13.26 | 17.77 | 17.90 | -1.32 |
| Sharpe Ratio | NA | 0.85 | 0.71 | 0.46 | 0.65 | NA | NA | … | … | 1.67 | -0.88 | 3.36 | 0.60 | -0.06 | 0.93 | 2.53 | 1.43 | -0.23 | 0.88 | 1.56 | -1.09 | -0.01 | 1.46 | 1.00 | 1.15 | 2.63 | -0.96 | -1.02 | -1.09 | 1.76 | 0.57 | 1.06 | 1.71 | -1.81 |
| Standard Deviation(%) | NA | 11.60 | 10.04 | 10.88 | 12.66 | NA | NA | … | … | 10.20 | 13.13 | 5.57 | 11.63 | 12.10 | 9.35 | 9.43 | 11.45 | 20.83 | 16.49 | 23.30 | 36.19 | 14.36 | 8.87 | 7.87 | 8.87 | 10.68 | 17.02 | 12.84 | 12.87 | 11.82 | 17.25 | 13.19 | 8.26 | 15.60 |
| Draw Down(%) | NA | 12.36 | 18.97 | 18.97 | 21.67 | NA | NA | … | … | 5.66 | 18.97 | 1.59 | 10.78 | 11.42 | 7.13 | 6.72 | 9.75 | 21.67 | 13.50 | 22.73 | 49.61 | 10.97 | 10.23 | 5.55 | 7.67 | 10.46 | 26.35 | 24.75 | 14.27 | 7.25 | 25.07 | 10.14 | 7.93 | 4.29 |
| Yield(%) | 0.00 | 8.62 | 6.97 | 7.15 | 6.63 | 5.09 | 4.21 | … | … | 0.00 | 8.17 | 10.62 | 1.32 | 5.71 | 14.28 | 1.15 | 0.76 | 0.00 | 3.68 | 5.12 | 2.29 | 1.66 | 0.12 | 0.38 | 0.76 | 1.87 | 1.90 | 2.28 | 18.30 | 12.21 | 2.62 | 8.35 | 6.07 | 1.67 |
Data as of 11/25/2019, Common starting date is 12/12/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAGMX (PUTNAM DYNAMIC ASSET ALLOCATION GROWTH FUND CLASS M SHARES) |
-15.05%
Feb 2006 – Feb 2009 |
-5.50%
Feb 2004 – Feb 2009 |
-1.45%
Feb 1999 – Feb 2009 |
3.97%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAGMX (PUTNAM DYNAMIC ASSET ALLOCATION GROWTH FUND CLASS M SHARES) |
23.66%
Feb 2009 – Feb 2012 |
20.34%
Feb 2009 – Feb 2014 |
13.00%
Feb 2009 – Feb 2019 |
8.98%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart