Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAEZX (Putnam Retirement Advantage 2050 Fund Class A Shares) | 9.90% | 24.73% | 20.32% | 11.00% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/08/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAEZX (Putnam Retirement Advantage 2050 Fund Class A Shares) | 09/08/2020 | 06/03/2026 |
| 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 (%) | 0.68 | 24.73 | 20.32 | 11.00 | NA | NA | NA | … | … | 9.90 | 19.79 | 19.89 | 22.31 | -17.42 | 18.20 | 13.57 |
| Sharpe Ratio | NA | 2.19 | 1.43 | 0.61 | NA | NA | NA | … | … | 1.88 | 1.16 | 1.53 | 1.80 | -0.94 | 1.53 | 3.36 |
| Standard Deviation(%) | NA | 10.38 | 12.25 | 13.95 | NA | NA | NA | … | … | 12.27 | 14.89 | 10.63 | 10.46 | 20.11 | 11.89 | 14.68 |
| Draw Down(%) | NA | 7.62 | 14.99 | 23.72 | NA | NA | NA | … | … | 7.62 | 14.99 | 7.14 | 8.50 | 23.45 | 5.11 | 6.50 |
| Yield(%) | 0.00 | 10.24 | 8.39 | 8.40 | 5.40 | 3.60 | 2.70 | … | … | 0.00 | 10.70 | 6.51 | 5.98 | 8.23 | 17.69 | 2.29 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| PAEZX (Putnam Retirement Advantage 2050 Fund Class A Shares) |
5.11%
Apr 2021 – Apr 2024 |
9.74%
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 |
|---|---|---|---|---|
| PAEZX (Putnam Retirement Advantage 2050 Fund Class A Shares) |
22.03%
Sep 2022 – Sep 2025 |
14.03%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart