Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAAWX (Putnam Retirement Advantage 2055 Fund Class Y Shares) | 7.91% | 23.00% | 20.51% | 11.10% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/14/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAAWX (Putnam Retirement Advantage 2055 Fund Class Y Shares) | 09/14/2020 | 06/05/2026 |
| 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 (%) | -2.18 | 23.00 | 20.51 | 11.10 | NA | NA | NA | … | … | 7.91 | 19.37 | 21.16 | 24.17 | -17.67 | 19.46 | 12.43 |
| Sharpe Ratio | NA | 1.80 | 1.33 | 0.59 | NA | NA | NA | … | … | 1.27 | 1.06 | 1.57 | 1.84 | -0.91 | 1.57 | 3.16 |
| Standard Deviation(%) | NA | 11.28 | 12.97 | 14.73 | NA | NA | NA | … | … | 13.34 | 15.61 | 11.16 | 11.24 | 21.09 | 12.42 | 15.00 |
| Draw Down(%) | NA | 8.04 | 15.77 | 24.13 | NA | NA | NA | … | … | 8.04 | 15.77 | 7.64 | 8.82 | 23.93 | 5.32 | 6.75 |
| Yield(%) | 0.00 | 10.27 | 8.58 | 8.31 | 5.37 | 3.58 | 2.68 | … | … | 0.00 | 10.77 | 7.09 | 5.59 | 7.14 | 17.81 | 2.10 |
Data as of 06/05/2026, Common starting date is 09/14/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAAWX (Putnam Retirement Advantage 2055 Fund Class Y Shares) |
5.82%
Apr 2021 – Apr 2024 |
10.51%
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 |
|---|---|---|---|---|
| PAAWX (Putnam Retirement Advantage 2055 Fund Class Y Shares) |
23.48%
Sep 2022 – Sep 2025 |
15.05%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart