Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAGJX (Putnam Retirement Advantage 2040 Fund Class R4 Shares) | 8.20% | 20.68% | 17.91% | 9.39% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAGJX (Putnam Retirement Advantage 2040 Fund Class R4 Shares) | 09/04/2020 | 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 (%) | 0.49 | 20.68 | 17.91 | 9.39 | NA | NA | NA | … | … | 8.20 | 16.37 | 17.79 | 19.77 | -16.17 | 16.20 | 10.08 |
| Sharpe Ratio | NA | 2.16 | 1.44 | 0.58 | NA | NA | NA | … | … | 1.74 | 1.08 | 1.54 | 1.81 | -1.02 | 1.53 | 2.62 |
| Standard Deviation(%) | NA | 8.67 | 10.47 | 12.00 | NA | NA | NA | … | … | 10.25 | 12.49 | 9.23 | 8.97 | 17.39 | 10.58 | 13.26 |
| Draw Down(%) | NA | 6.41 | 12.69 | 21.99 | NA | NA | NA | … | … | 6.41 | 12.69 | 5.80 | 7.35 | 21.80 | 4.54 | 5.88 |
| Yield(%) | 0.00 | 11.34 | 8.61 | 8.22 | 5.10 | 3.40 | 2.55 | … | … | 0.00 | 11.84 | 7.93 | 3.78 | 9.48 | 14.74 | 1.81 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PAGJX (Putnam Retirement Advantage 2040 Fund Class R4 Shares) |
4.32%
Apr 2021 – Apr 2024 |
8.60%
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 |
|---|---|---|---|---|
| PAGJX (Putnam Retirement Advantage 2040 Fund Class R4 Shares) |
19.53%
Sep 2022 – Sep 2025 |
12.38%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart