Canada markets closed

Putnam Dynamic Asset Allocation Bal R (PAARX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
16.52-0.03 (-0.18%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.14%
5-Year Average Return7.87%
Number of Years Up16
Number of Years Down4
Best 1 Yr Total Return (Jun 13, 2024)34.80%
Worst 1 Yr Total Return (Jun 13, 2024)N/A
Best 3-Yr Total Return34.80%
Worst 3-Yr Total Return2.15%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPAARXCategory
YTD8.28%9.69%
1-Month3.90%0.91%
3-Month3.73%5.21%
1-Year20.30%27.06%
3-Year3.99%11.00%
5-Year8.15%10.26%
10-Year6.50%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%N/AN/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)

YTD7
1-Month11
3-Month7
1-Year6
3-Year21
5-Year38

Load Adjusted Returns

1-Year20.30%
3-Year3.99%
5-Year8.15%
10-Year6.50%