Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAENX (Putnam Retirement Advantage 2050 Fund Class C Shares) | 9.96% | 23.96% | 19.58% | 10.07% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/08/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAENX (Putnam Retirement Advantage 2050 Fund Class C Shares) | 09/08/2020 | 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 (%) | 0.53 | 23.96 | 19.58 | 10.07 | NA | NA | NA | … | … | 9.96 | 17.67 | 19.03 | 21.33 | -17.95 | 17.26 | 13.52 |
| Sharpe Ratio | NA | 2.10 | 1.36 | 0.55 | NA | NA | NA | … | … | 1.82 | 1.00 | 1.45 | 1.71 | -0.98 | 1.44 | 3.36 |
| Standard Deviation(%) | NA | 10.37 | 12.27 | 13.88 | NA | NA | NA | … | … | 12.22 | 14.85 | 10.66 | 10.41 | 19.86 | 11.93 | 14.61 |
| Draw Down(%) | NA | 7.75 | 15.06 | 24.22 | NA | NA | NA | … | … | 7.75 | 15.06 | 7.17 | 8.63 | 23.87 | 5.13 | 6.50 |
| Yield(%) | 0.00 | 9.63 | 7.73 | 7.77 | 5.02 | 3.35 | 2.51 | … | … | 0.00 | 10.06 | 6.06 | 5.16 | 7.58 | 16.73 | 2.03 |
Data as of 06/04/2026, Common starting date is 09/08/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAENX (Putnam Retirement Advantage 2050 Fund Class C Shares) |
4.34%
Apr 2021 – Apr 2024 |
8.93%
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 |
|---|---|---|---|---|
| PAENX (Putnam Retirement Advantage 2050 Fund Class C Shares) |
21.19%
Sep 2022 – Sep 2025 |
13.18%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart