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PRRMX: Putnam Retirement Ready 2020 Fd Cl A Shs (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/22/2004 |
| Last Dividend Date: | 11/18/2020 |
| 12-Mo. Yield | 2.87% |
| Expenses | 0.90% |
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Performance Analytics (As of 11/25/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/24/2006 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | -3.2 | 0.3 | 2.0 | 3.8 | 2.9 | 3.3 | -1.1 | 5.8 | -4.5 | 7.3 | 4.5 | -0.6 | 5.2 | 11.4 | 10.1 | -0.7 | 9.5 | 30.1 | -32.9 | 2.1 | 11.4 | 2.2 | 0.2 |
| Sharpe Ratio | NA | -0.51 | -0.14 | 0.27 | 0.65 | NA | 0.21 | -0.22 | 0.98 | -1.32 | 3.09 | 1.05 | -0.12 | 1.27 | 2.53 | 2.04 | -0.08 | 0.64 | 1.89 | -1.37 | -0.09 | 1.04 | 0.0 | 1.66 |
| Draw Down(%) | NA | 11.4 | 11.4 | 11.4 | 11.4 | NA | 45.0 | 9.6 | 2.9 | 7.1 | 0.8 | 4.3 | 4.4 | 3.0 | 4.1 | 4.0 | 11.1 | 8.4 | 16.2 | 41.3 | 8.1 | 7.3 | 5.3 | 0.4 |
| Standard Deviation(%) | NA | 6.9 | 5.1 | 4.5 | 5.3 | NA | 10.0 | 6.6 | 4.5 | 4.4 | 2.2 | 4.1 | 4.8 | 4.1 | 4.5 | 5.0 | 9.7 | 14.6 | 15.9 | 24.6 | 10.8 | 7.8 | 8.0 | 4.9 |
| Treynor Ratio | NA | -0.43 | -0.29 | 0.36 | 0.37 | NA | 0.07 | -0.17 | 9.49 | -0.86 | 0.15 | 0.1 | -0.01 | 0.09 | 0.2 | 0.18 | -0.01 | 0.15 | 0.36 | -0.39 | -0.01 | 0.08 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | 0.01 | NA | 0.0 | -0.01 | 0.02 | -0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.04 | -0.05 | -0.02 | -0.01 | NA | NA |
| Beta | NA | 0.08 | 0.03 | 0.03 | 0.09 | NA | 0.28 | 0.08 | 0.0 | 0.07 | 0.44 | 0.43 | 0.55 | 0.58 | 0.58 | 0.57 | 0.59 | 0.64 | 0.82 | 0.85 | 0.94 | 1.0 | NA | NA |
| RSquared | NA | 0.08 | 0.03 | 0.04 | 0.13 | NA | 0.28 | 0.1 | 0.0 | 0.11 | 0.55 | 0.73 | 0.91 | 0.84 | 0.85 | 0.89 | 0.86 | 0.28 | 0.97 | 0.95 | 0.97 | 0.47 | 0.0 | 0.0 |
| Yield(%) | N/A | 2.9 | 3.3 | 2.9 | 2.9 | 2.4 | N/A | 0.0 | 3.1 | 4.9 | 2.4 | 1.1 | 2.9 | 1.2 | 1.1 | 2.2 | 4.4 | 3.7 | 1.8 | 2.5 | 18.9 | 7.7 | 0.7 | 0.2 |
| Dividend Growth(%) | N/A | -42.6 | 106.5 | 35.4 | N/A | N/A | N/A | -99.8 | -42.7 | 113.1 | 134.2 | -64.5 | 151.9 | 19.3 | -46.1 | -52.1 | 24.3 | -14.5 | -52.5 | -89.1 | 152.8 | 1046.7 | 300.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/24/2006
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See Target Date 2016-2020 Asset Class Trend Rankings |
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