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PRMAX: Putnam Retirement Incm Fd Lifestyle 1 Cl (MUTUAL FUND)
Basic Info 16.43 0.14(0.86%) May 12
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (32%) |
| Start Date: | 11/22/2004 |
| Last Dividend Date: | 12/26/2024 |
| 12-Mo. Yield | 2.47% |
| Expenses | 1.60% |
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Performance Analytics (As of 05/09/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/01/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.9 | 0.4 | 4.6 | 5.1 | 3.3 | 2.4 | 3.0 | 2.5 | 2.5 | 6.6 | 9.4 | -4.5 | -0.1 | 0.9 | 8.5 | -4.1 | 6.9 | 2.5 | -0.6 | 4.5 | 5.4 | 7.1 | -0.4 | 5.2 | 28.8 | -24.4 | 2.3 | 2.2 | 0.2 | 0.8 |
| Sharpe Ratio | NA | -0.55 | -0.44 | 0.11 | 0.1 | 0.12 | NA | NA | 0.17 | 0.01 | 0.87 | -1.3 | -0.05 | 0.12 | 2.53 | -1.55 | 4.06 | 0.82 | -0.21 | 1.96 | 2.14 | 2.98 | -0.1 | 0.39 | 2.85 | -1.61 | -0.16 | -0.29 | -0.57 | 2.22 |
| Draw Down(%) | NA | 6.5 | 7.4 | 7.4 | 9.3 | 9.7 | NA | NA | 32.4 | 3.0 | 5.8 | 7.5 | 2.2 | 9.7 | 1.9 | 6.2 | 0.5 | 3.1 | 2.7 | 1.8 | 2.9 | 1.9 | 6.2 | 8.7 | 10.5 | 31.9 | 3.0 | 2.7 | 2.2 | 0.5 |
| Standard Deviation(%) | NA | 7.5 | 6.0 | 5.7 | 5.0 | 4.3 | NA | NA | 6.2 | 5.2 | 5.9 | 4.5 | 3.7 | 5.4 | 2.8 | 3.5 | 1.5 | 2.7 | 3.0 | 2.3 | 2.5 | 2.4 | 4.2 | 13.2 | 10.1 | 15.7 | 4.4 | 3.9 | 3.5 | 3.0 |
| Treynor Ratio | NA | -0.04 | -0.04 | 0.01 | 0.01 | 0.01 | NA | NA | 0.01 | 0.0 | 0.05 | -0.12 | -0.01 | 0.02 | 0.13 | -0.1 | 0.12 | 0.04 | -0.01 | 0.08 | 0.1 | 0.13 | -0.01 | 0.11 | 0.27 | -0.2 | -0.01 | -0.01 | -0.03 | 0.1 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | 0.01 | 0.05 | -0.05 | -0.02 | -0.01 | -0.01 | 0.0 |
| Beta | NA | 0.99 | 0.68 | 0.68 | 0.55 | 0.52 | NA | NA | 0.72 | 0.63 | 0.94 | 0.47 | 0.23 | 0.4 | 0.55 | 0.56 | 0.5 | 0.57 | 0.61 | 0.56 | 0.55 | 0.52 | 0.57 | 0.46 | 1.05 | 1.25 | 0.83 | 0.75 | 0.7 | 0.68 |
| RSquared | NA | 0.9 | 0.62 | 0.7 | 0.58 | 0.57 | NA | NA | 0.48 | 0.56 | 0.84 | 0.84 | 0.2 | 0.53 | 0.41 | 0.47 | 0.53 | 0.79 | 0.79 | 0.6 | 0.72 | 0.65 | 0.67 | 0.03 | 0.77 | 0.81 | 0.8 | 0.58 | 0.48 | 0.69 |
| Yield(%) | N/A | 0.0 | 2.5 | 4.3 | 3.3 | 2.8 | 2.8 | 1.4 | N/A | 3.6 | 3.4 | 6.4 | 2.4 | 1.7 | 3.0 | 2.7 | 2.3 | 1.3 | 3.5 | 2.4 | 2.0 | 1.2 | 1.9 | 3.1 | 3.2 | 4.7 | 8.0 | 1.1 | 0.9 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | -31.5 | 77.1 | 22.8 | N/A | N/A | N/A | N/A | 11.4 | -53.2 | 165.3 | 39.1 | -41.4 | 6.4 | 23.2 | 74.1 | -64.0 | 50.5 | 22.3 | 80.4 | -38.3 | -38.8 | -61.0 | -50.6 | -44.7 | 606.6 | 33.1 | 710.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/01/2007
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