Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PACWX (Putnam Retirement Advantage 2055 Fund Class C Shares) | 10.39% | 24.89% | 20.40% | 10.66% | 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 |
|---|---|---|
| PACWX (Putnam Retirement Advantage 2055 Fund Class C 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 | 24.89 | 20.40 | 10.66 | NA | NA | NA | … | … | 10.39 | 18.25 | 19.89 | 22.88 | -18.41 | 18.25 | 12.28 |
| Sharpe Ratio | NA | 2.08 | 1.35 | 0.56 | NA | NA | NA | … | … | 1.81 | 0.99 | 1.46 | 1.74 | -0.95 | 1.46 | 3.11 |
| Standard Deviation(%) | NA | 10.93 | 12.91 | 14.66 | NA | NA | NA | … | … | 12.90 | 15.65 | 11.17 | 11.16 | 21.01 | 12.48 | 15.06 |
| Draw Down(%) | NA | 8.16 | 15.87 | 24.82 | NA | NA | NA | … | … | 8.16 | 15.87 | 7.74 | 9.09 | 24.53 | 5.43 | 6.85 |
| Yield(%) | 0.00 | 9.63 | 7.74 | 7.65 | 4.90 | 3.27 | 2.45 | … | … | 0.00 | 10.07 | 6.09 | 4.94 | 6.57 | 16.69 | 1.76 |
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 |
|---|---|---|---|---|
| PACWX (Putnam Retirement Advantage 2055 Fund Class C Shares) |
4.81%
Apr 2021 – Apr 2024 |
9.43%
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 |
|---|---|---|---|---|
| PACWX (Putnam Retirement Advantage 2055 Fund Class C Shares) |
22.26%
Sep 2022 – Sep 2025 |
13.92%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart