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Putnam Dynamic Asset Allocation Gr C (PAECX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.89+0.10 (+0.53%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.80%
5-year average return8.97%
Number of years up21
Number of years down8
Best 1-yr total return (2 Jul 2024)35.85%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return35.85%
Worst 3-yr total return2.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPAECXCategory
YTD12.59%11.35%
1-month2.08%0.99%
3-month3.03%5.92%
1-year21.16%32.83%
3-year4.92%11.75%
5-year9.06%11.53%
10-year7.31%8.98%
Last bull market23.45%17.67%
Last bear market-14.47%-15.71%

Annual total return (%) history

Year
PAECXCategory
2024
N/AN/A
2023
19.89%N/A
2022
-17.62%N/A
2021
15.90%N/A
2020
13.56%13.51%
2019
19.91%21.35%
2018
-10.41%-7.93%
2017
18.94%15.80%
2016
7.04%7.93%
2015
-1.02%-2.77%
2014
8.11%5.71%
2013
23.96%21.31%
2012
16.03%13.42%
2011
-4.96%-3.80%
2010
14.02%13.49%
2009
35.85%29.37%
2008
-38.64%-34.34%
2007
2.78%7.43%
2006
16.00%13.07%
2005
9.86%7.35%
2004
10.87%10.93%
2003
28.55%25.10%
2002
-15.50%-14.51%
2001
-10.71%-9.67%
2000
-10.05%-1.68%
1999
23.77%20.12%
1998
12.88%10.44%
1997
17.58%18.36%
1996
17.59%18.35%
1995
24.93%27.42%
1994
N/A-4.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.28%3.03%N/AN/A
20235.78%5.33%-2.62%10.51%
2022-5.61%-14.47%-4.71%7.08%
20214.43%6.86%-1.17%5.09%
2020-18.27%16.90%6.55%11.54%
201911.04%2.42%-0.27%5.72%
2018-1.81%1.46%4.14%-13.64%
20174.86%3.09%4.68%5.12%
2016-1.14%1.30%4.27%2.51%
20153.12%-0.32%-7.62%4.24%
20141.99%3.72%-1.00%3.22%
20137.73%0.43%5.73%8.36%
201211.85%-4.11%6.43%1.65%
20114.79%-0.48%-16.36%8.96%
20104.93%-10.01%11.12%8.66%
2009-7.17%19.37%16.89%4.88%
2008-8.99%-0.32%-13.80%-21.53%
20071.46%4.60%0.14%-3.28%
20065.66%-1.28%4.21%6.71%
20050.19%1.85%5.09%2.46%
20043.48%-1.58%-0.30%9.20%
2003-3.50%15.46%3.96%10.98%
20022.79%-5.43%-17.79%5.74%
2001-8.90%2.98%-13.69%10.26%
20000.27%-3.35%-2.29%-5.01%
19991.87%5.06%-2.23%18.29%
199810.73%-0.30%-14.05%18.96%
19970.72%11.39%7.73%-2.72%
19964.94%4.42%3.50%3.68%
19954.35%6.84%7.81%3.94%
1994-0.51%N/AN/AN/A

Rank in category (by total return)

YTD5
1-month9
3-month7
1-year6
3-year15
5-year21

Load adjusted returns

1-year20.16%
3-year4.92%
5-year9.06%
10-year7.31%