Infographics
Alternating bond market leadership
See the interaction of rates and bond markets over 20 years.
Data as of 12/31/20
Active markets
Staying invested even when markets are volatile can serve investors well. History shows that some of the market's best days occur shortly after bad days.
Data as of 12/31/20
The muni bond advantage
It pays to be smart about taxes when you invest for income, and to look beyond pretax yields.
Last update: September 2021
Why diversify? Market leadership changes
In dynamic financial markets, the performance of investments can change frequently
Diversifying a portfolio across many assets is a classic strategy to avoid the risk of picking one investment that can fall out of favor.
Data is as of 12/31/20
Diversify with a single fund
With a globally diversified portfolio, Putnam Dynamic Asset Allocation Balanced Fund can benefit from many asset classes while avoiding market extremes.
Data as of 12/31/20
Up and down markets are not symmetrical
After a market drawdown, it takes a larger upswing to get back on track.
Understand the math of market risk
Data as of 12/31/17