Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PACJX (Putnam Retirement Advantage 2055 Fund Class R6 Shares) | 8.91% | 23.10% | 20.42% | 11.30% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 01/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PACJX (Putnam Retirement Advantage 2055 Fund Class R6 Shares) | 01/03/2020 | 06/11/2026 |
| 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 (%) | -1.82 | 23.10 | 20.42 | 11.30 | NA | NA | NA | … | … | 8.91 | 19.51 | 21.28 | 24.27 | -17.58 | 19.58 | 16.28 |
| Sharpe Ratio | NA | 1.83 | 1.34 | 0.59 | NA | NA | NA | … | … | 1.29 | 1.07 | 1.58 | 1.86 | -0.90 | 1.57 | 0.54 |
| Standard Deviation(%) | NA | 11.25 | 12.94 | 14.72 | NA | NA | NA | … | … | 13.23 | 15.58 | 11.14 | 11.18 | 21.14 | 12.49 | 30.11 |
| Draw Down(%) | NA | 8.03 | 15.69 | 24.11 | NA | NA | NA | … | … | 8.03 | 15.69 | 7.64 | 8.82 | 23.93 | 5.32 | 32.14 |
| Yield(%) | 0.00 | 10.23 | 8.55 | 8.34 | 5.62 | 3.74 | 2.81 | … | … | 0.00 | 10.83 | 7.21 | 5.69 | 7.23 | 17.93 | 2.22 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| PACJX (Putnam Retirement Advantage 2055 Fund Class R6 Shares) |
5.92%
Apr 2021 – Apr 2024 |
10.62%
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 |
|---|---|---|---|---|
| PACJX (Putnam Retirement Advantage 2055 Fund Class R6 Shares) |
23.62%
Sep 2022 – Sep 2025 |
16.39%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart