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PRRWX: Putnam Retirement Ready 2035 Fd Cl A Sha (MUTUAL FUND)
Basic Info 22.33 0.13(0.59%) May 24
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (62%) |
Start Date: | 12/22/2004 |
Last Dividend Date: | 12/29/2023 |
12-Mo. Yield | 2.66% |
Expenses | 0.60% |
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Performance Analytics (As of 05/24/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/24/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | 8.3 | 20.6 | 5.2 | 7.0 | 6.1 | 8.8 | 5.8 | 12.5 | -10.4 | 9.6 | 7.6 | 15.5 | -7.7 | 14.8 | 7.2 | -0.5 | 7.5 | 21.8 | 15.1 | -3.7 | 13.2 | 32.6 | -37.3 | 1.9 | 14.6 | 2.5 | 0.4 |
Sharpe Ratio | NA | 2.25 | 2.08 | 0.32 | 0.55 | 0.55 | NA | 0.32 | 1.01 | -1.07 | 1.26 | 0.53 | 2.09 | -0.95 | 3.31 | 0.78 | -0.06 | 0.94 | 2.65 | 1.51 | -0.19 | 0.78 | 1.42 | -1.15 | -0.08 | 1.13 | 0.03 | 2.84 |
Draw Down(%) | NA | 4.5 | 7.3 | 14.6 | 19.5 | 19.5 | NA | 53.7 | 7.3 | 14.6 | 3.4 | 19.5 | 3.6 | 14.4 | 1.3 | 8.7 | 9.3 | 6.1 | 6.0 | 8.5 | 19.7 | 12.5 | 22.6 | 47.4 | 10.8 | 10.1 | 6.6 | 0.4 |
Standard Deviation(%) | NA | 8.2 | 8.1 | 8.9 | 9.9 | 9.1 | NA | 13.8 | 8.2 | 11.1 | 7.6 | 13.9 | 6.7 | 9.5 | 4.3 | 9.0 | 10.0 | 8.0 | 8.2 | 10.0 | 19.3 | 16.8 | 22.9 | 33.1 | 14.4 | 10.1 | 9.9 | 5.7 |
Treynor Ratio | NA | 0.19 | 0.21 | 0.04 | 0.1 | 0.08 | NA | 0.05 | 0.11 | -0.18 | 0.13 | 0.17 | 0.19 | -0.11 | 0.18 | 0.09 | -0.01 | 0.09 | 0.27 | 0.18 | -0.04 | 0.14 | 0.36 | -0.43 | -0.01 | 0.11 | 0.0 | 0.14 |
Alpha | NA | 0.03 | 0.02 | 0.01 | 0.01 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.02 | -0.04 | -0.02 | 0.0 | -0.02 | -0.05 |
Beta | NA | 0.96 | 0.82 | 0.69 | 0.56 | 0.63 | NA | 0.81 | 0.74 | 0.65 | 0.74 | 0.42 | 0.75 | 0.79 | 0.79 | 0.74 | 0.83 | 0.83 | 0.82 | 0.84 | 0.85 | 0.91 | 0.91 | 0.89 | 0.98 | 1.05 | 1.12 | 1.14 |
RSquared | NA | 0.92 | 0.77 | 0.86 | 0.7 | 0.77 | NA | 0.87 | 0.7 | 0.96 | 0.81 | 0.54 | 0.88 | 0.92 | 0.87 | 0.88 | 0.97 | 0.88 | 0.92 | 0.94 | 0.89 | 0.82 | 0.99 | 0.97 | 0.98 | 0.96 | 0.74 | 0.58 |
Yield(%) | N/A | 0.0 | 2.7 | 7.5 | 6.1 | 5.3 | 7.2 | N/A | 2.7 | 10.4 | 11.5 | 0.0 | 4.8 | 8.8 | 4.0 | 0.8 | 2.6 | 3.9 | 0.9 | 1.4 | 2.7 | 4.7 | 2.7 | 2.9 | 22.9 | 7.7 | 0.6 | 0.2 |
Dividend Growth(%) | N/A | -100.0 | -79.0 | 83.1 | 48.4 | N/A | N/A | N/A | -79.0 | -11.0 | 269700.0 | -99.9 | -54.9 | 150.1 | 447.4 | -71.7 | -29.2 | 389.2 | -24.2 | -50.8 | -38.0 | -29.7 | -41.0 | -90.3 | 214.5 | 1183.9 | 176.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/24/2006
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