Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAFZX (Putnam Retirement Advantage 2045 Fund Class R Shares) | 9.48% | 23.05% | 19.03% | 9.84% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/08/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAFZX (Putnam Retirement Advantage 2045 Fund Class R Shares) | 09/08/2020 | 06/04/2026 |
| 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 (%) | 0.53 | 23.05 | 19.03 | 9.84 | NA | NA | NA | … | … | 9.48 | 17.42 | 18.48 | 20.39 | -17.19 | 16.69 | 12.79 |
| Sharpe Ratio | NA | 2.13 | 1.39 | 0.57 | NA | NA | NA | … | … | 1.80 | 1.05 | 1.48 | 1.76 | -1.00 | 1.48 | 3.34 |
| Standard Deviation(%) | NA | 9.81 | 11.55 | 13.06 | NA | NA | NA | … | … | 11.61 | 13.97 | 10.03 | 9.62 | 18.75 | 11.27 | 13.78 |
| Draw Down(%) | NA | 7.30 | 14.19 | 23.20 | NA | NA | NA | … | … | 7.30 | 14.19 | 6.69 | 8.02 | 22.93 | 4.85 | 6.25 |
| Yield(%) | 0.00 | 11.64 | 7.87 | 7.77 | 4.92 | 3.28 | 2.46 | … | … | 0.00 | 12.17 | 6.02 | 2.49 | 8.44 | 15.17 | 1.10 |
Data as of 06/04/2026, Common starting date is 09/08/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAFZX (Putnam Retirement Advantage 2045 Fund Class R Shares) |
4.29%
Apr 2021 – Apr 2024 |
8.78%
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 |
|---|---|---|---|---|
| PAFZX (Putnam Retirement Advantage 2045 Fund Class R Shares) |
20.42%
Sep 2022 – Sep 2025 |
12.81%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart