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PRRLX: Putnam RetirementReady 2015 Y (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/22/2004 |
| Last Dividend Date: | 12/31/2014 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.78% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/24/2006 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.7 | 2.4 | 2.6 | 0.0 | 0.0 | -1.5 | 3.8 | 8.7 | 8.7 | -0.2 | 7.7 | 27.3 | -29.2 | 2.7 | 9.5 | 0.1 | 0.1 |
| Sharpe Ratio | NA | 0.0 | 0.38 | 1.15 | 0.14 | 0.17 | 0.0 | 0.0 | -0.44 | 1.31 | 2.52 | 2.54 | -0.03 | 0.51 | 2.41 | -1.55 | -0.04 | 0.98 | -0.27 | 0.66 |
| Draw Down(%) | NA | 0.0 | 3.6 | 3.6 | 38.4 | 38.4 | 0.0 | 0.0 | 3.6 | 2.1 | 3.3 | 2.7 | 8.4 | 9.4 | 11.5 | 36.4 | 6.1 | 5.6 | 5.8 | 0.5 |
| Standard Deviation(%) | NA | 0.1 | 2.6 | 3.0 | 9.5 | 9.0 | NA | NA | 3.6 | 2.9 | 3.4 | 3.4 | 6.7 | 14.9 | 11.3 | 19.3 | 7.9 | 6.3 | 7.8 | 4.5 |
| Treynor Ratio | NA | -2.54 | 0.04 | 0.1 | 0.02 | 0.02 | NA | NA | -0.04 | 0.08 | 0.19 | 0.2 | 0.0 | 0.15 | 0.42 | -0.4 | 0.0 | 0.07 | -0.02 | 0.03 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.04 | -0.06 | -0.01 | 0.0 | -0.02 | -0.05 |
| Beta | NA | 0.0 | 0.24 | 0.34 | 0.63 | 0.64 | 0.0 | 0.0 | 0.35 | 0.45 | 0.47 | 0.44 | 0.47 | 0.5 | 0.65 | 0.74 | 0.78 | 0.91 | 1.06 | 1.16 |
| RSquared | NA | 0.0 | 0.36 | 0.51 | 0.66 | 0.65 | 0.0 | 0.0 | 0.47 | 0.69 | 0.69 | 0.83 | 0.83 | 0.13 | 0.94 | 0.92 | 0.97 | 0.95 | 0.48 | 0.54 |
| Yield(%) | N/A | 0.0 | 0.5 | 1.1 | 2.3 | N/A | 0.0 | 0.0 | 0.0 | 1.6 | 1.4 | 2.4 | 5.3 | 4.0 | 1.9 | 3.9 | 14.6 | 7.1 | 0.9 | 0.2 |
| Dividend Growth(%) | N/A | N/A | -81.5 | -93.8 | N/A | N/A | N/A | N/A | -100.0 | 15.5 | -35.8 | -57.8 | 37.8 | -16.2 | -66.4 | -76.7 | 107.6 | 702.9 | 488.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/24/2006
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2011-2015 Asset Class Trend Rankings |
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