Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAFKX (Putnam Retirement Advantage 2025 Fund Class R4 Shares) | NA | 7.68% | 7.37% | NA | NA | NA | NA | … | … |
Data as of 07/28/2025, Common starting date is 09/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAFKX (Putnam Retirement Advantage 2025 Fund Class R4 Shares) | 09/04/2020 | 07/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 7.68 | 7.37 | NA | NA | NA | NA | … | … | 5.26 | 9.41 | 11.52 | -13.43 | 6.71 | 4.70 |
| Sharpe Ratio | NA | 0.75 | 0.60 | NA | NA | NA | NA | … | … | 0.91 | 1.12 | 1.37 | -1.50 | 1.23 | 2.23 |
| Standard Deviation(%) | NA | 6.19 | 6.62 | NA | NA | NA | NA | … | … | 7.08 | 5.16 | 5.79 | 9.93 | 5.43 | 6.86 |
| Draw Down(%) | NA | 5.83 | 8.83 | NA | NA | NA | NA | … | … | 5.81 | 2.85 | 5.18 | 17.01 | 2.83 | 3.30 |
| Yield(%) | 2.82 | 5.62 | 3.83 | 3.99 | 1.99 | 1.33 | 1.00 | … | … | 2.95 | 2.89 | 3.46 | 1.90 | 7.02 | 2.23 |
Data as of 07/28/2025, Common starting date is 09/04/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAFKX (Putnam Retirement Advantage 2025 Fund Class R4 Shares) |
0.07%
Oct 2020 – Oct 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAFKX (Putnam Retirement Advantage 2025 Fund Class R4 Shares) |
8.34%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart