Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PACPX (Putnam RetirementReady Maturity Fund Class R4 Shares) | 2.41% | 8.28% | 8.20% | 15.70% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/13/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PACPX (Putnam RetirementReady Maturity Fund Class R4 Shares) | 01/13/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 8.28 | 8.20 | 15.70 | NA | NA | NA | … | … | 2.41 | 8.55 | 6.63 | 5.81 | 57.17 | -34.84 |
| Sharpe Ratio | NA | 1.39 | 0.88 | 0.27 | NA | NA | NA | … | … | 0.65 | 0.85 | 0.55 | 0.36 | 1.19 | -0.31 |
| Standard Deviation(%) | NA | 4.52 | 6.02 | 49.46 | NA | NA | NA | … | … | 5.18 | 6.70 | 5.45 | 6.03 | 47.24 | 113.65 |
| Draw Down(%) | NA | 3.50 | 6.59 | 39.17 | NA | NA | NA | … | … | 3.50 | 6.03 | 2.88 | 5.57 | 8.27 | 39.17 |
| Yield(%) | 0.00 | 3.36 | 3.76 | 6.54 | 2.06 | 1.37 | 1.03 | … | … | 1.04 | 3.56 | 3.65 | 3.34 | 10.29 | 3.51 |
Data as of 06/04/2026, Common starting date is 01/13/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PACPX (Putnam RetirementReady Maturity Fund Class R4 Shares) |
3.26%
Feb 2021 – Feb 2024 |
4.27%
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 |
|---|---|---|---|---|
| PACPX (Putnam RetirementReady Maturity Fund Class R4 Shares) |
23.69%
Sep 2021 – Sep 2024 |
15.69%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart