Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PAAKX (Putnam Retirement Advantage 2060 Fund Class R6 Shares) 11.33% 27.16% 22.49% 12.41% NA NA NA
Data as of 06/04/2026, Common starting date is 01/03/2020
More Performance Analytics Comparison
Name Start Date End Date
PAAKX (Putnam Retirement Advantage 2060 Fund Class R6 Shares) 01/03/2020 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020
Annualized Return (%) 0.56 27.16 22.49 12.41 NA NA NA 11.33 19.93 22.25 25.53 -17.92 20.28 16.74
Sharpe Ratio NA 2.21 1.46 0.65 NA NA NA 1.93 1.05 1.60 1.87 -0.87 1.57 0.53
Standard Deviation(%) NA 11.38 13.44 15.41 NA NA NA 13.43 16.28 11.62 11.83 22.27 12.89 31.41
Draw Down(%) NA 8.34 16.40 24.64 NA NA NA 8.34 16.40 8.08 9.26 24.41 5.45 33.08
Yield(%) 0.00 9.53 9.16 8.84 5.90 3.93 2.95 0.00 10.02 6.41 9.90 5.29 21.49 1.39
Data as of 06/04/2026, Common starting date is 01/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PAAKX (Putnam Retirement Advantage 2060 Fund Class R6 Shares) 6.31%
Apr 2021 – Apr 2024
11.08%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PAAKX (Putnam Retirement Advantage 2060 Fund Class R6 Shares) 24.60%
Sep 2022 – Sep 2025
17.01%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return