Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAFVX (Putnam Retirement Advantage 2030 Fund Class R5 Shares) | 3.87% | 12.20% | 11.93% | 11.87% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAFVX (Putnam Retirement Advantage 2030 Fund Class R5 Shares) | 09/04/2020 | 06/11/2026 |
| 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 (%) | -0.62 | 12.20 | 11.93 | 11.87 | NA | NA | NA | … | … | 3.87 | 11.74 | 12.32 | 14.70 | 5.07 | 20.70 | 7.13 |
| Sharpe Ratio | NA | 1.74 | 1.29 | 0.74 | NA | NA | NA | … | … | 0.84 | 1.22 | 1.39 | 1.69 | 0.15 | 1.92 | 2.35 |
| Standard Deviation(%) | NA | 5.44 | 6.74 | 12.72 | NA | NA | NA | … | … | 6.42 | 7.28 | 6.28 | 6.58 | 24.04 | 10.76 | 10.15 |
| Draw Down(%) | NA | 3.96 | 7.32 | 18.53 | NA | NA | NA | … | … | 3.96 | 7.18 | 3.30 | 5.74 | 18.53 | 3.49 | 4.79 |
| Yield(%) | 0.00 | 7.58 | 5.81 | 10.17 | 5.96 | 3.98 | 2.98 | … | … | 0.00 | 7.84 | 5.17 | 3.52 | 20.84 | 19.69 | 1.32 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| PAFVX (Putnam Retirement Advantage 2030 Fund Class R5 Shares) |
10.62%
Dec 2021 – Dec 2024 |
12.11%
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 |
|---|---|---|---|---|
| PAFVX (Putnam Retirement Advantage 2030 Fund Class R5 Shares) |
21.96%
Sep 2022 – Sep 2025 |
14.77%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart