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PRRPX: Putnam Retirement Ready 2025 Fd Cl Y Shs (MUTUAL FUND)
Basic Info 19.89 0(0.0%) May 10
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | (91%) |
Start Date: | 12/22/2004 |
Last Dividend Date: | 12/29/2023 |
12-Mo. Yield | 3.47% |
Expenses | 0.75% |
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Performance Analytics (As of 05/10/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/24/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 3.2 | 9.5 | 2.6 | 3.5 | 3.9 | 6.5 | 4.2 | 5.9 | -5.8 | 3.8 | 3.2 | 11.1 | -5.2 | 9.0 | 6.5 | -0.3 | 6.3 | 15.7 | 12.2 | -1.5 | 11.3 | 32.3 | -34.9 | 2.9 | 13.6 | 2.4 | 0.3 |
Sharpe Ratio | NA | 0.93 | 0.97 | 0.05 | 0.32 | 0.5 | NA | 0.28 | 0.25 | -1.21 | 0.8 | 0.37 | 2.37 | -1.11 | 2.81 | 1.1 | -0.04 | 1.15 | 2.65 | 1.79 | -0.11 | 0.76 | 1.66 | -1.26 | -0.01 | 1.16 | 0.03 | 2.69 |
Draw Down(%) | NA | 3.1 | 5.5 | 9.6 | 12.4 | 12.4 | NA | 49.1 | 5.5 | 9.0 | 2.4 | 12.4 | 1.6 | 9.1 | 1.3 | 5.6 | 5.8 | 4.0 | 4.8 | 5.6 | 14.3 | 8.9 | 19.5 | 44.0 | 9.4 | 8.9 | 5.9 | 0.4 |
Standard Deviation(%) | NA | 5.7 | 5.9 | 5.5 | 5.9 | 5.6 | NA | 10.9 | 6.6 | 6.0 | 4.7 | 8.1 | 4.1 | 5.9 | 3.0 | 5.7 | 6.5 | 5.4 | 5.9 | 6.8 | 13.2 | 14.7 | 19.4 | 28.3 | 12.7 | 9.0 | 9.0 | 5.2 |
Treynor Ratio | NA | 0.07 | 0.08 | 0.01 | 0.15 | 0.17 | NA | 0.06 | 0.03 | -0.17 | 0.07 | 0.2 | 3.87 | -0.49 | 0.15 | 0.12 | 0.0 | 0.09 | 0.23 | 0.18 | -0.02 | 0.15 | 0.35 | -0.4 | 0.0 | 0.1 | 0.0 | 0.13 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | NA | 0.0 | -0.02 | 0.0 | -0.01 | 0.0 | 0.03 | -0.02 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.03 | -0.05 | -0.02 | 0.0 | -0.01 | -0.04 |
Beta | NA | 0.79 | 0.68 | 0.48 | 0.12 | 0.16 | NA | 0.48 | 0.58 | 0.41 | 0.56 | 0.15 | 0.03 | 0.13 | 0.56 | 0.54 | 0.65 | 0.69 | 0.69 | 0.7 | 0.71 | 0.76 | 0.91 | 0.89 | 0.98 | 1.07 | 1.25 | 1.1 |
RSquared | NA | 0.89 | 0.7 | 0.73 | 0.19 | 0.25 | NA | 0.52 | 0.45 | 0.89 | 0.77 | 0.22 | 0.05 | 0.21 | 0.58 | 0.75 | 0.94 | 0.85 | 0.88 | 0.92 | 0.87 | 0.5 | 0.98 | 0.96 | 0.96 | 0.95 | 0.69 | 0.47 |
Yield(%) | N/A | 0.0 | 3.5 | 5.9 | 4.8 | 4.2 | 1.8 | N/A | 3.6 | 8.4 | 6.9 | 2.6 | 3.4 | 6.7 | 2.5 | 1.7 | 2.8 | 1.5 | 1.3 | 1.9 | 3.6 | 3.8 | 1.5 | 3.3 | 22.9 | 8.4 | 0.7 | 0.2 |
Dividend Growth(%) | N/A | -100.0 | -63.8 | 41.7 | 56.9 | N/A | N/A | N/A | -63.7 | 19.3 | 167.9 | -18.8 | -54.9 | 183.3 | 58.8 | -42.4 | 90.3 | 34.8 | -25.8 | -50.0 | 1.6 | 7.0 | -70.5 | -88.8 | 181.8 | 1122.0 | 257.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/24/2006
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