Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PACSX (Putnam Retirement Advantage 2055 Fund Class R Shares) | 10.54% | 25.31% | 20.80% | 11.03% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/14/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PACSX (Putnam Retirement Advantage 2055 Fund Class R Shares) | 09/14/2020 | 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 (%) | 0.57 | 25.31 | 20.80 | 11.03 | NA | NA | NA | … | … | 10.54 | 18.62 | 20.44 | 23.34 | -18.23 | 18.62 | 12.30 |
| Sharpe Ratio | NA | 2.12 | 1.38 | 0.59 | NA | NA | NA | … | … | 1.84 | 1.01 | 1.50 | 1.78 | -0.93 | 1.50 | 3.12 |
| Standard Deviation(%) | NA | 10.96 | 12.92 | 14.71 | NA | NA | NA | … | … | 12.88 | 15.67 | 11.18 | 11.17 | 21.17 | 12.44 | 15.03 |
| Draw Down(%) | NA | 8.03 | 15.81 | 24.63 | NA | NA | NA | … | … | 8.03 | 15.81 | 7.67 | 8.95 | 24.36 | 5.34 | 6.85 |
| Yield(%) | 0.00 | 10.12 | 8.04 | 7.86 | 5.05 | 3.37 | 2.52 | … | … | 0.00 | 10.60 | 6.34 | 4.87 | 6.59 | 17.08 | 1.88 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PACSX (Putnam Retirement Advantage 2055 Fund Class R Shares) |
5.13%
Apr 2021 – Apr 2024 |
9.81%
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 |
|---|---|---|---|---|
| PACSX (Putnam Retirement Advantage 2055 Fund Class R Shares) |
22.70%
Sep 2022 – Sep 2025 |
14.31%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart