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PRROX: Putnam Retirement Ready 2025 Fd Cl A Shs (MUTUAL FUND)
Basic Info 20.48 0.16(0.79%) May 12
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (59%) |
| Start Date: | 12/22/2004 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 2.62% |
| Expenses | 0.75% |
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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 07/24/2006 |
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 | 1.0 | 5.2 | 4.4 | 3.1 | 2.7 | 4.4 | 3.8 | 3.7 | 7.3 | 9.1 | -8.5 | -0.1 | 2.1 | 10.9 | -5.4 | 8.9 | 6.0 | -0.5 | 6.3 | 15.1 | 12.0 | -1.7 | 11.1 | 31.9 | -35.1 | 2.6 | 13.3 | 2.3 | 0.3 |
| Sharpe Ratio | NA | -0.27 | -0.31 | 0.0 | 0.04 | 0.14 | NA | NA | 0.2 | 0.14 | 0.86 | -1.5 | -0.02 | 0.23 | 2.29 | -1.15 | 2.82 | 1.03 | -0.08 | 1.17 | 2.59 | 1.77 | -0.14 | 0.74 | 1.64 | -1.27 | -0.03 | 1.12 | 0.02 | 2.73 |
| Draw Down(%) | NA | 6.7 | 7.3 | 7.3 | 13.3 | 13.3 | NA | NA | 49.3 | 3.1 | 5.5 | 9.2 | 4.4 | 13.0 | 1.6 | 9.3 | 1.2 | 5.6 | 5.9 | 4.0 | 4.9 | 5.6 | 14.3 | 9.0 | 19.5 | 44.2 | 9.5 | 8.9 | 5.9 | 0.4 |
| Standard Deviation(%) | NA | 7.9 | 6.3 | 6.2 | 6.0 | 5.9 | NA | NA | 10.8 | 5.4 | 5.6 | 6.6 | 6.0 | 8.1 | 4.1 | 5.9 | 2.9 | 5.6 | 6.5 | 5.4 | 5.8 | 6.8 | 13.1 | 14.8 | 19.4 | 28.3 | 12.7 | 8.9 | 8.9 | 5.2 |
| Treynor Ratio | NA | -0.03 | -0.05 | 0.0 | 0.01 | 0.04 | NA | NA | 0.04 | 0.02 | 0.08 | -0.24 | -0.01 | 0.05 | 3.74 | -0.51 | 0.15 | 0.11 | -0.01 | 0.09 | 0.22 | 0.17 | -0.02 | 0.15 | 0.35 | -0.4 | 0.0 | 0.09 | 0.0 | 0.12 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 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 | 0.64 | 0.39 | 0.46 | 0.36 | 0.19 | NA | NA | 0.5 | 0.34 | 0.63 | 0.42 | 0.15 | 0.37 | 0.03 | 0.13 | 0.57 | 0.55 | 0.66 | 0.68 | 0.69 | 0.7 | 0.71 | 0.76 | 0.91 | 0.89 | 0.98 | 1.07 | 1.24 | 1.13 |
| RSquared | NA | 0.88 | 0.51 | 0.62 | 0.48 | 0.29 | NA | NA | 0.54 | 0.41 | 0.73 | 0.75 | 0.13 | 0.76 | 0.05 | 0.21 | 0.62 | 0.8 | 0.94 | 0.85 | 0.89 | 0.92 | 0.88 | 0.5 | 0.98 | 0.96 | 0.96 | 0.95 | 0.7 | 0.5 |
| Yield(%) | N/A | 0.0 | 2.6 | 3.9 | 3.0 | 3.0 | 3.5 | 2.5 | N/A | 2.7 | 3.3 | 5.8 | 3.0 | 0.2 | 3.4 | 6.5 | 2.3 | 1.5 | 2.6 | 1.3 | 1.0 | 1.7 | 3.3 | 3.6 | 1.4 | 3.0 | 22.7 | 8.2 | 0.7 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | -12.8 | 68.6 | -12.0 | N/A | N/A | N/A | N/A | -12.8 | -51.8 | 88.8 | 1122.2 | -92.2 | -53.2 | 203.9 | 59.9 | -44.4 | 104.1 | 48.1 | -32.5 | -52.4 | -1.1 | 7.0 | -70.4 | -89.4 | 186.1 | 1208.8 | 243.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/24/2006
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