Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAEKX (Putnam Retirement Advantage 2050 Fund Class R6 Shares) | 7.62% | 22.32% | 19.83% | 10.65% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAEKX (Putnam Retirement Advantage 2050 Fund Class R6 Shares) | 01/03/2020 | 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 (%) | -2.09 | 22.32 | 19.83 | 10.65 | NA | NA | NA | … | … | 7.62 | 19.00 | 20.22 | 22.76 | -17.07 | 18.57 | 15.85 |
| Sharpe Ratio | NA | 2.24 | 1.47 | 0.64 | NA | NA | NA | … | … | 1.94 | 1.10 | 1.57 | 1.86 | -0.92 | 1.55 | 0.56 |
| Standard Deviation(%) | NA | 10.34 | 12.20 | 13.94 | NA | NA | NA | … | … | 12.15 | 14.77 | 10.60 | 10.39 | 20.18 | 11.98 | 28.21 |
| Draw Down(%) | NA | 7.64 | 14.90 | 23.45 | NA | NA | NA | … | … | 7.64 | 14.90 | 7.10 | 8.27 | 23.26 | 5.10 | 30.72 |
| Yield(%) | 0.00 | 10.43 | 8.67 | 8.52 | 5.66 | 3.77 | 2.83 | … | … | 0.00 | 10.93 | 6.82 | 6.26 | 8.38 | 17.97 | 2.46 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| PAEKX (Putnam Retirement Advantage 2050 Fund Class R6 Shares) |
5.49%
Apr 2021 – Apr 2024 |
10.11%
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 |
|---|---|---|---|---|
| PAEKX (Putnam Retirement Advantage 2050 Fund Class R6 Shares) |
22.46%
Sep 2022 – Sep 2025 |
15.49%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart