Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAFQX (Putnam Retirement Advantage 2030 Fund Class R4 Shares) | 3.20% | 11.88% | 11.81% | 5.63% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAFQX (Putnam Retirement Advantage 2030 Fund Class R4 Shares) | 09/04/2020 | 06/05/2026 |
| 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 (%) | -0.96 | 11.88 | 11.81 | 5.63 | NA | NA | NA | … | … | 3.20 | 11.70 | 12.05 | 14.50 | -14.44 | 11.79 | 7.21 |
| Sharpe Ratio | NA | 2.06 | 1.39 | 0.42 | NA | NA | NA | … | … | 1.30 | 1.21 | 1.34 | 1.66 | -1.22 | 1.56 | 2.39 |
| Standard Deviation(%) | NA | 5.30 | 6.72 | 8.34 | NA | NA | NA | … | … | 6.24 | 7.32 | 6.27 | 6.59 | 13.00 | 7.53 | 10.10 |
| Draw Down(%) | NA | 3.94 | 7.40 | 19.06 | NA | NA | NA | … | … | 3.94 | 7.22 | 3.28 | 5.85 | 18.69 | 3.49 | 4.79 |
| Yield(%) | 0.00 | 7.60 | 5.44 | 5.92 | 3.50 | 2.33 | 1.75 | … | … | 0.00 | 7.83 | 4.97 | 2.29 | 6.01 | 12.25 | 1.28 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| PAFQX (Putnam Retirement Advantage 2030 Fund Class R4 Shares) |
2.14%
Apr 2021 – Apr 2024 |
5.83%
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 |
|---|---|---|---|---|
| PAFQX (Putnam Retirement Advantage 2030 Fund Class R4 Shares) |
13.75%
Sep 2022 – Sep 2025 |
8.39%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart