PABAX - Putnam Dynamic Asset Allocation Bal A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return15.18%
5-Year Average Return9.92%
Number of Years Up18
Number of Years Down5
Best 1 Yr Total Return (Dec 30, 2017)35.20%
Worst 1 Yr Total Return (Dec 30, 2017)-33.21%
Best 3-Yr Total Return35.20%
Worst 3-Yr Total Return-8.49%

Trailing Returns (%) Vs. Benchmarks

ReturnPABAXCategory
YTD15.18%13.21%
1-Month0.86%0.93%
3-Month4.20%3.41%
1-Year15.18%13.21%
3-Year7.21%5.91%
5-Year9.92%8.03%
10-Year6.52%5.53%
Last Bull Market16.93%15.40%
Last Bear Market-13.78%-12.30%

Annual Total Return (%) History

Year
PABAXCategory
2017
15.18%13.21%
2016
6.68%7.34%
2015
0.30%-1.93%
2014
9.44%6.21%
2013
19.00%16.48%
2012
14.14%11.72%
2011
-0.62%-0.11%
2010
14.36%11.83%
2009
35.20%24.13%
2008
-33.21%-28.00%
2007
1.89%5.99%
2006
12.62%11.29%
2005
6.99%5.13%
2004
8.87%8.86%
2003
21.36%20.35%
2002
-12.28%-12.02%
2001
-6.42%-5.05%
2000
-2.62%1.82%
1999
18.30%10.71%
1998
11.65%13.52%
1997
16.16%19.63%
1996
17.59%13.70%
1995
24.12%25.63%
1994
N/A-2.52%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20173.85%2.62%3.73%4.20%
2016-0.35%1.51%3.48%1.91%
20152.99%-0.59%-5.09%3.22%
20142.33%3.51%-0.26%3.58%
20136.33%-0.03%4.73%6.89%
20129.17%-2.25%5.74%1.16%
20114.21%0.26%-11.35%7.30%
20104.99%-6.71%9.16%6.97%
2009-3.45%16.13%14.46%5.34%
2008-6.58%-0.26%-11.37%-19.13%
20071.43%3.09%-0.10%-2.46%
20063.98%-0.66%4.14%4.69%
2005-0.17%2.20%2.90%1.92%
20042.76%-0.87%-0.18%7.07%
2003-1.98%12.05%2.11%8.22%
20021.65%-6.33%-12.00%4.69%
2001-7.57%4.74%-10.80%8.37%
20002.42%-1.79%0.86%-4.01%
19991.35%3.58%-1.35%14.23%
19989.38%0.02%-11.25%15.00%
19970.86%10.19%6.78%-2.12%
19964.22%4.15%3.83%4.34%
19954.44%6.84%6.87%4.08%
1994-1.10%3.40%-0.34%N/A

Rank In Category (By Total Return)

YTD24
1-Month56
3-Month19
1-Year24
3-Year19
5-Year15

Load Adjusted Returns

1-Year8.56%
3-Year5.12%
5-Year8.63%
10-Year5.89%