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Putnam Dynamic Asset Allocation Gr B (PAEBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.96+0.02 (+0.10%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.70%
5-Year Average Return8.94%
Number of Years Up21
Number of Years Down8
Best 1 Yr Total Return (Jun 30, 2024)36.00%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return36.00%
Worst 3-Yr Total Return2.73%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPAEBXCategory
YTD10.28%11.35%
1-Month4.38%0.99%
3-Month4.49%5.92%
1-Year24.38%32.83%
3-Year4.83%11.75%
5-Year9.81%11.53%
10-Year7.28%8.98%
Last Bull Market23.46%17.67%
Last Bear Market-14.47%-15.71%

Annual Total Return (%) History

Year
PAEBXCategory
2024
N/AN/A
2023
19.90%N/A
2022
-17.62%N/A
2021
15.90%N/A
2020
13.54%13.51%
2019
19.85%21.35%
2018
-10.35%-7.93%
2017
18.99%15.80%
2016
7.01%7.93%
2015
-1.03%-2.77%
2014
8.14%5.71%
2013
23.96%21.31%
2012
16.02%13.42%
2011
-5.02%-3.80%
2010
14.11%13.49%
2009
36.00%29.37%
2008
-38.68%-34.34%
2007
2.81%7.43%
2006
16.00%13.07%
2005
9.81%7.35%
2004
10.98%10.93%
2003
28.45%25.10%
2002
-15.50%-14.51%
2001
-10.70%-9.67%
2000
-10.09%-1.68%
1999
23.89%20.12%
1998
12.75%10.44%
1997
17.54%18.36%
1996
17.72%18.35%
1995
25.12%27.42%
1994
N/A-4.27%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.26%N/AN/AN/A
20235.72%5.41%-2.65%10.54%
2022-5.62%-14.47%-4.64%7.04%
20214.39%6.91%-1.17%5.08%
2020-18.28%16.94%6.50%11.55%
201910.98%2.44%-0.26%5.69%
2018-1.80%1.47%4.09%-13.56%
20174.89%3.11%4.64%5.15%
2016-1.10%1.25%4.33%2.42%
20153.16%-0.37%-7.65%4.28%
20142.01%3.70%-0.98%3.24%
20137.79%0.42%5.74%8.31%
201211.86%-4.10%6.46%1.59%
20114.69%-0.39%-16.40%8.96%
20104.92%-9.99%11.20%8.67%
2009-7.05%19.41%16.79%4.92%
2008-8.99%-0.31%-13.81%-21.59%
20071.44%4.67%0.14%-3.30%
20065.67%-1.26%4.23%6.67%
20050.18%1.82%5.11%2.41%
20043.53%-1.56%-0.30%9.21%
2003-3.45%15.50%3.90%10.87%
20022.86%-5.46%-17.86%5.80%
2001-8.97%3.05%-13.61%10.19%
20000.27%-3.39%-2.27%-5.02%
19991.93%5.09%-2.22%18.28%
199810.72%-0.30%-14.08%18.88%
19970.63%11.41%7.76%-2.70%
19965.03%4.40%3.48%3.75%
19954.46%6.81%7.89%3.93%
1994-1.23%4.35%-0.58%N/A

Rank In Category (By Total Return)

YTD6
1-Month8
3-Month8
1-Year6
3-Year14
5-Year21

Load Adjusted Returns

1-Year19.38%
3-Year3.94%
5-Year9.53%
10-Year7.28%