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Putnam Dynamic Asset Allocation Gr R5 (PADEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.85+0.11 (+0.51%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.94%
5-Year Average Return10.23%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Jul 4, 2024)25.18%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return25.18%
Worst 3-Yr Total Return3.76%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPADEXCategory
YTD13.15%11.35%
1-Month2.19%0.99%
3-Month3.31%5.92%
1-Year22.36%32.83%
3-Year5.96%11.75%
5-Year10.15%11.53%
10-Year8.39%8.98%
Last Bull Market23.98%17.67%
Last Bear Market-14.22%-15.71%

Annual Total Return (%) History

Year
PADEXCategory
2024
N/AN/A
2023
21.07%N/A
2022
-16.80%N/A
2021
17.05%N/A
2020
14.69%13.51%
2019
21.09%21.35%
2018
-9.41%-7.93%
2017
20.13%15.80%
2016
8.16%7.93%
2015
-0.09%-2.77%
2014
9.29%5.71%
2013
25.18%21.31%
2012
N/A13.42%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.52%3.31%N/AN/A
20236.01%5.61%-2.40%10.81%
2022-5.41%-14.22%-4.45%7.32%
20214.66%7.15%-0.93%5.36%
2020-18.07%17.18%6.83%11.83%
201911.28%2.68%0.00%5.98%
2018-1.51%1.71%4.35%-13.34%
20175.12%3.31%5.01%5.35%
2016-0.87%1.56%4.54%2.77%
20153.33%-0.06%-7.43%4.50%
20142.26%4.01%-0.78%3.56%
20138.05%0.68%5.99%8.58%
20121.92%N/AN/AN/A

Rank In Category (By Total Return)

YTD3
1-Month8
3-Month6
1-Year4
3-Year12
5-Year9

Load Adjusted Returns

1-Year22.36%
3-Year5.96%
5-Year10.15%
10-Year8.39%