Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAFNX (Putnam Retirement Advantage 2025 Fund Class R5 Shares) | NA | 7.85% | 7.53% | 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 |
|---|---|---|
| PAFNX (Putnam Retirement Advantage 2025 Fund Class R5 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 | 7.85 | 7.53 | NA | NA | NA | NA | … | … | 5.39 | 9.54 | 11.65 | -13.28 | 6.87 | 4.75 |
| Sharpe Ratio | NA | 0.77 | 0.63 | NA | NA | NA | NA | … | … | 0.94 | 1.14 | 1.41 | -1.49 | 1.27 | 2.24 |
| Standard Deviation(%) | NA | 6.23 | 6.60 | NA | NA | NA | NA | … | … | 7.15 | 5.17 | 5.71 | 9.91 | 5.40 | 6.92 |
| Draw Down(%) | NA | 5.76 | 8.82 | NA | NA | NA | NA | … | … | 5.76 | 2.85 | 5.17 | 16.92 | 2.83 | 3.30 |
| Yield(%) | 2.92 | 6.69 | 4.29 | 4.29 | 2.14 | 1.43 | 1.07 | … | … | 3.06 | 3.95 | 3.60 | 1.97 | 7.18 | 2.27 |
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 |
|---|---|---|---|---|
| PAFNX (Putnam Retirement Advantage 2025 Fund Class R5 Shares) |
0.23%
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 |
|---|---|---|---|---|
| PAFNX (Putnam Retirement Advantage 2025 Fund Class R5 Shares) |
8.45%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart