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PRRYX: Putnam Retirement Ready 2035 Fd Cl Y Shs (MUTUAL FUND)
Basic Info 28.08 0.21(0.75%) May 02
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 12/22/2004 |
| Last Dividend Date: | 12/29/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.60% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/21/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.6 | -1.2 | 3.9 | 4.9 | 5.7 | 4.4 | 6.3 | 5.3 | 5.3 | 9.8 | 15.5 | -14.8 | 4.8 | 8.0 | 15.7 | -7.5 | 15.0 | 7.6 | -0.3 | 7.6 | 22.2 | 15.3 | -3.5 | 13.5 | 33.0 | -37.1 | 2.1 | 14.9 | 3.0 | 0.4 |
| Sharpe Ratio | NA | -0.45 | -0.22 | 0.05 | 0.31 | 0.27 | NA | NA | 0.27 | 0.37 | 1.45 | -1.32 | 0.53 | 0.5 | 2.15 | -0.93 | 3.36 | 0.82 | -0.03 | 0.95 | 2.7 | 1.54 | -0.18 | 0.8 | 1.44 | -1.15 | -0.06 | 1.16 | 0.09 | 2.92 |
| Draw Down(%) | NA | 12.7 | 15.1 | 15.1 | 19.1 | 20.3 | NA | NA | 53.6 | 6.0 | 7.3 | 15.1 | 4.8 | 20.3 | 3.6 | 14.2 | 1.3 | 8.7 | 9.2 | 6.0 | 6.0 | 8.5 | 19.6 | 12.4 | 22.6 | 47.3 | 10.8 | 10.1 | 6.6 | 0.4 |
| Standard Deviation(%) | NA | 14.3 | 10.9 | 10.3 | 10.0 | 9.9 | NA | NA | 13.9 | 8.6 | 7.8 | 12.4 | 9.0 | 15.5 | 6.7 | 9.5 | 4.3 | 9.0 | 10.0 | 8.0 | 8.2 | 10.0 | 19.3 | 16.8 | 22.9 | 33.0 | 14.3 | 10.1 | 9.8 | 5.7 |
| Treynor Ratio | NA | -0.08 | -0.03 | 0.01 | 0.05 | 0.04 | NA | NA | 0.05 | 0.04 | 0.14 | -0.25 | 0.22 | 0.12 | 0.19 | -0.11 | 0.18 | 0.1 | 0.0 | 0.09 | 0.27 | 0.18 | -0.04 | 0.15 | 0.36 | -0.43 | -0.01 | 0.11 | 0.01 | 0.15 |
| Alpha | NA | -0.04 | -0.01 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.0 | -0.02 | 0.02 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.02 | -0.04 | -0.02 | 0.0 | -0.02 | -0.04 |
| Beta | NA | 0.81 | 0.8 | 0.74 | 0.57 | 0.63 | NA | NA | 0.8 | 0.83 | 0.81 | 0.66 | 0.22 | 0.63 | 0.75 | 0.8 | 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 | 1.13 |
| RSquared | NA | 0.85 | 0.8 | 0.8 | 0.62 | 0.76 | NA | NA | 0.87 | 0.78 | 0.92 | 0.8 | 0.18 | 0.95 | 0.88 | 0.93 | 0.87 | 0.88 | 0.97 | 0.88 | 0.92 | 0.94 | 0.89 | 0.82 | 0.99 | 0.97 | 0.98 | 0.96 | 0.76 | 0.58 |
| Yield(%) | N/A | 0.0 | 0.0 | 2.2 | 2.8 | 3.3 | 4.1 | 2.6 | N/A | 0.0 | 2.4 | 4.2 | 5.0 | 1.1 | 4.0 | 7.7 | 3.6 | 0.8 | 2.4 | 3.5 | 1.0 | 1.5 | 2.6 | 4.3 | 2.5 | 2.7 | 21.2 | 7.2 | 0.6 | 0.2 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -34.4 | -28.4 | N/A | N/A | N/A | N/A | -100.0 | -53.5 | -14.9 | 366.1 | -68.7 | -55.9 | 141.3 | 386.4 | -68.5 | -27.8 | 299.0 | -17.8 | -47.6 | -34.4 | -28.2 | -43.0 | -89.7 | 209.5 | 1089.4 | 193.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/21/2006
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