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Putnam Dynamic Asset Allocation Bal R (PAARX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.62+0.09 (+0.54%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.23%
5-year average return7.50%
Number of years up16
Number of years down4
Best 1-yr total return (2 Jul 2024)34.80%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return34.80%
Worst 3-yr total return2.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPAARXCategory
YTD10.29%9.69%
1-month1.86%0.91%
3-month2.49%5.21%
1-year18.20%27.06%
3-year4.00%11.00%
5-year7.58%10.26%
10-year6.55%8.34%
Last bull market20.55%15.58%
Last bear market-12.28%-12.16%

Annual total return (%) history

Year
PAARXCategory
2024
N/AN/A
2023
17.29%N/A
2022
-15.96%N/A
2021
13.09%N/A
2020
12.14%11.72%
2019
17.10%19.23%
2018
-7.43%-5.76%
2017
14.89%13.21%
2016
6.44%7.34%
2015
0.05%-1.93%
2014
9.09%6.21%
2013
18.73%16.48%
2012
13.86%11.72%
2011
-0.88%-0.11%
2010
14.08%11.83%
2009
34.80%24.13%
2008
-33.42%-28.00%
2007
1.55%5.99%
2006
12.43%11.29%
2005
6.62%5.13%
2004
8.58%8.86%
2003
N/A20.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.61%2.49%N/AN/A
20235.04%4.19%-2.45%9.86%
2022-5.32%-12.28%-4.03%5.44%
20212.87%6.24%-0.56%4.05%
2020-13.31%13.28%4.83%8.93%
20199.16%2.63%0.55%3.96%
2018-2.00%1.70%3.76%-10.49%
20173.75%2.65%3.63%4.10%
2016-0.33%1.39%3.39%1.87%
20152.96%-0.58%-5.21%3.12%
20142.29%3.40%-0.32%3.47%
20136.30%-0.10%4.69%6.79%
20129.16%-2.33%5.62%1.11%
20114.17%0.20%-11.39%7.18%
20104.96%-6.71%9.04%6.86%
2009-3.40%15.86%14.48%5.20%
2008-6.66%-0.31%-11.37%-19.26%
20071.29%3.04%-0.18%-2.53%
20063.93%-0.71%4.01%4.74%
2005-0.21%2.06%2.86%1.78%
20042.72%-0.92%-0.27%6.97%
200312.00%1.91%8.10%N/A

Rank in category (by total return)

YTD9
1-month27
3-month19
1-year8
3-year24
5-year37

Load adjusted returns

1-year18.20%
3-year4.00%
5-year7.58%
10-year6.55%