Find A Portfolio/Ticker
Comparison Box
PRRNX: Putnam Retirement Ready 2020 Fd Cl Y 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 | 5.19% |
| Expenses | 0.65% |
| Sign up to get fund ranking change alerts | |
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(%) | -2.5 | -2.6 | 0.6 | 2.3 | 4.1 | 3.2 | 3.5 | -3.3 | 9.2 | -4.3 | 7.6 | 4.7 | -0.3 | 5.3 | 11.8 | 10.3 | -0.4 | 9.7 | 30.4 | -32.7 | 2.3 | 11.7 | 2.5 | 0.2 |
| Sharpe Ratio | NA | -0.43 | -0.07 | 0.35 | 0.71 | NA | 0.24 | -0.55 | 2.29 | -1.28 | 3.27 | 1.1 | -0.07 | 1.3 | 2.61 | 2.07 | -0.05 | 0.66 | 1.91 | -1.36 | -0.06 | 1.08 | 0.05 | 1.91 |
| Draw Down(%) | NA | 9.5 | 9.5 | 9.5 | 11.0 | NA | 44.8 | 9.5 | 1.3 | 6.9 | 0.8 | 4.2 | 4.3 | 3.0 | 4.1 | 4.0 | 11.0 | 8.4 | 16.1 | 41.1 | 8.1 | 7.3 | 5.2 | 0.4 |
| Standard Deviation(%) | NA | 6.8 | 5.1 | 4.5 | 5.3 | NA | 10.0 | 7.1 | 3.4 | 4.4 | 2.1 | 4.1 | 4.8 | 4.1 | 4.5 | 5.0 | 9.7 | 14.5 | 15.9 | 24.6 | 10.8 | 7.8 | 7.9 | 4.8 |
| Treynor Ratio | NA | -0.37 | -0.15 | 0.45 | 0.41 | NA | 0.09 | -0.5 | 16.85 | -0.83 | 0.16 | 0.1 | -0.01 | 0.09 | 0.2 | 0.18 | -0.01 | 0.15 | 0.37 | -0.39 | -0.01 | 0.08 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | 0.0 | 0.01 | 0.01 | NA | 0.0 | -0.02 | 0.03 | -0.02 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.04 | -0.05 | -0.02 | 0.0 | NA | NA |
| Beta | NA | 0.08 | 0.02 | 0.03 | 0.09 | NA | 0.28 | 0.08 | 0.0 | 0.07 | 0.44 | 0.45 | 0.55 | 0.58 | 0.58 | 0.57 | 0.59 | 0.63 | 0.82 | 0.85 | 0.94 | 1.0 | NA | NA |
| RSquared | NA | 0.08 | 0.03 | 0.04 | 0.13 | NA | 0.28 | 0.08 | 0.0 | 0.11 | 0.57 | 0.77 | 0.92 | 0.82 | 0.84 | 0.89 | 0.86 | 0.28 | 0.97 | 0.95 | 0.97 | 0.47 | 0.0 | 0.0 |
| Yield(%) | N/A | 5.2 | 3.9 | 3.3 | 3.2 | 2.4 | N/A | 2.5 | 2.9 | 4.6 | 2.4 | 1.0 | 2.8 | 1.2 | 1.2 | 2.2 | 4.3 | 3.6 | 1.7 | 2.5 | 17.8 | 7.4 | 0.7 | 0.2 |
| Dividend Growth(%) | N/A | 11.4 | 156.4 | 56.0 | N/A | N/A | N/A | -9.3 | -41.6 | 101.0 | 138.7 | -63.3 | 135.0 | 8.4 | -39.8 | -50.0 | 24.6 | -12.9 | -54.3 | -88.3 | 149.3 | 971.6 | 319.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/24/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2016-2020 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2016-2020
Best Mutual Funds
- TRRBX (T.ROWE PRICE RETIREMENT 2020 FUND T. ROWE PRICE RETIREMENT 2020 FUND) (100%)
- FFFDX (FIDELITY FREEDOM 2020 FUND FIDELITY FREEDOM 2020 FUND) (98%)
- SWCRX (SCHWAB TARGET 2020 FUND SCHWAB TARGET 2020 FUND) (96%)
- TCLTX (TIAA-CREF LIFECYCLE 2020 FUND RETIREMENT CLASS) (94%)
- FDIFX (FIDELITY ADVISOR FREEDOM 2020 FUND CLASS I) (92%)
- PLWIX (PRINCIPAL LIFETIME 2020 FUND INSTITUTIONAL CLASS) (90%)
- PTBPX (PRINCIPAL LIFETIME 2020 FUND R-5) (88%)
- SPGRX (DEUTSCHE MULTI-ASSET GLOBAL ALLOCATION FUND CLASS S) (86%)
- MRTSX (MASSMUTUAL RETIRESMART 2020 FUND SERVICE CLASS) (82%)
- MRTYX (MASSMUTUAL RETIRESMART 2020 FUND ADMINISTRATIVE CLASS) (80%)
Latest Articles Related to PRRNX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
