Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAEQX (Putnam Retirement Advantage 2050 Fund Class R Shares) | 10.07% | 24.31% | 19.98% | 10.45% | 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 |
|---|---|---|
| PAEQX (Putnam Retirement Advantage 2050 Fund Class R 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 | 24.31 | 19.98 | 10.45 | NA | NA | NA | … | … | 10.07 | 18.14 | 19.38 | 21.83 | -17.71 | 17.74 | 13.44 |
| Sharpe Ratio | NA | 2.14 | 1.39 | 0.58 | NA | NA | NA | … | … | 1.84 | 1.04 | 1.48 | 1.75 | -0.96 | 1.48 | 3.33 |
| Standard Deviation(%) | NA | 10.36 | 12.22 | 13.88 | NA | NA | NA | … | … | 12.27 | 14.68 | 10.66 | 10.47 | 19.95 | 11.94 | 14.61 |
| Draw Down(%) | NA | 7.70 | 14.94 | 23.97 | NA | NA | NA | … | … | 7.70 | 14.94 | 7.13 | 8.50 | 23.69 | 5.12 | 6.50 |
| Yield(%) | 0.00 | 10.29 | 8.07 | 8.02 | 5.19 | 3.46 | 2.60 | … | … | 0.00 | 10.77 | 5.94 | 5.43 | 7.73 | 17.14 | 2.16 |
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 |
|---|---|---|---|---|
| PAEQX (Putnam Retirement Advantage 2050 Fund Class R Shares) |
4.66%
Apr 2021 – Apr 2024 |
9.30%
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 |
|---|---|---|---|---|
| PAEQX (Putnam Retirement Advantage 2050 Fund Class R Shares) |
21.57%
Sep 2022 – Sep 2025 |
13.57%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart