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Putnam Dynamic Asset Allocation Cnsrv A (PACAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.53+0.02 (+0.19%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.55%
5-year average return3.88%
Number of years up23
Number of years down6
Best 1-yr total return (20 May 2024)30.47%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return30.47%
Worst 3-yr total return-0.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPACAXCategory
YTD1.26%3.28%
1-month-2.73%0.61%
3-month0.45%3.02%
1-year7.91%11.74%
3-year-0.12%6.56%
5-year3.10%5.38%
10-year3.71%4.87%
Last bull market14.79%8.64%
Last bear market-8.97%-5.09%

Annual total return (%) history

Year
PACAXCategory
2024
N/AN/A
2023
11.15%N/A
2022
-14.65%N/A
2021
5.65%N/A
2020
10.04%7.29%
2019
11.81%11.20%
2018
-4.78%-3.14%
2017
9.72%6.25%
2016
4.59%5.55%
2015
0.36%-2.07%
2014
8.21%3.54%
2013
9.42%4.02%
2012
10.52%8.35%
2011
1.47%2.01%
2010
10.75%9.73%
2009
30.47%19.26%
2008
-24.09%-16.22%
2007
2.37%4.96%
2006
8.01%6.66%
2005
4.98%2.80%
2004
5.91%5.55%
2003
16.09%10.89%
2002
-3.38%3.41%
2001
-0.18%2.32%
2000
-0.30%3.25%
1999
9.49%4.53%
1998
9.11%8.58%
1997
11.81%10.40%
1996
11.20%8.39%
1995
20.49%15.56%
1994
N/A-6.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.11%N/AN/AN/A
20233.59%1.58%-2.64%8.48%
2022-5.52%-8.97%-4.06%3.43%
2021-0.18%4.55%-0.35%1.58%
2020-5.29%7.90%2.61%4.94%
20195.99%2.65%1.00%1.75%
2018-2.13%0.82%1.98%-5.37%
20172.43%2.01%2.42%2.53%
20160.79%1.68%2.25%-0.19%
20152.60%-1.12%-2.54%1.50%
20142.38%2.98%-0.11%2.73%
20133.51%-1.27%3.03%3.92%
20125.35%-0.53%4.31%1.11%
20112.62%0.93%-5.86%4.07%
20103.83%-2.27%5.53%3.42%
20090.64%12.15%10.94%4.20%
2008-3.15%-0.88%-7.91%-14.13%
20071.18%0.97%0.77%-0.56%
20062.05%-0.53%3.58%2.73%
20050.01%2.44%1.20%1.26%
20042.73%-1.87%0.93%4.10%
20030.87%8.81%1.42%4.29%
20020.91%-1.17%-6.25%3.33%
2001-0.78%0.97%-3.87%3.64%
20000.44%-0.38%0.85%-1.20%
19991.52%1.32%-0.70%7.20%
19985.90%0.74%-6.03%8.84%
19970.47%6.98%5.10%-1.04%
19961.74%2.15%3.08%3.79%
19954.32%6.31%4.06%4.40%
1994-1.45%1.84%-0.23%N/A

Rank in category (by total return)

YTD7
1-month83
3-month15
1-year8
3-year31
5-year18

Load adjusted returns

1-year1.70%
3-year-2.08%
5-year1.89%
10-year3.10%