Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAFOX (Putnam Retirement Advantage 2030 Fund Class R3 Shares) | 4.07% | 12.88% | 11.85% | 5.73% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAFOX (Putnam Retirement Advantage 2030 Fund Class R3 Shares) | 09/04/2020 | 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 (%) | 0.27 | 12.88 | 11.85 | 5.73 | NA | NA | NA | … | … | 4.07 | 11.37 | 11.79 | 14.27 | -14.72 | 11.53 | 7.14 |
| Sharpe Ratio | NA | 1.99 | 1.33 | 0.39 | NA | NA | NA | … | … | 1.27 | 1.16 | 1.30 | 1.61 | -1.27 | 1.48 | 2.37 |
| Standard Deviation(%) | NA | 5.34 | 6.76 | 8.29 | NA | NA | NA | … | … | 6.28 | 7.34 | 6.28 | 6.65 | 12.76 | 7.78 | 10.06 |
| Draw Down(%) | NA | 3.99 | 7.45 | 19.30 | NA | NA | NA | … | … | 3.99 | 7.28 | 3.31 | 5.86 | 18.80 | 3.49 | 4.79 |
| Yield(%) | 0.00 | 7.65 | 5.57 | 5.93 | 3.47 | 2.31 | 1.74 | … | … | 0.00 | 7.85 | 4.74 | 3.09 | 5.73 | 11.99 | 1.20 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| PAFOX (Putnam Retirement Advantage 2030 Fund Class R3 Shares) |
1.88%
Apr 2021 – Apr 2024 |
5.57%
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 |
|---|---|---|---|---|
| PAFOX (Putnam Retirement Advantage 2030 Fund Class R3 Shares) |
13.48%
Sep 2022 – Sep 2025 |
8.10%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart