Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAHAX (Putnam Retirement Advantage 2050 Fund Class R4 Shares) | 10.26% | 24.94% | 20.57% | 10.99% | 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 |
|---|---|---|
| PAHAX (Putnam Retirement Advantage 2050 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 (%) | 0.52 | 24.94 | 20.57 | 10.99 | NA | NA | NA | … | … | 10.26 | 18.75 | 20.00 | 22.42 | -17.31 | 18.29 | 11.21 |
| Sharpe Ratio | NA | 2.19 | 1.44 | 0.62 | NA | NA | NA | … | … | 1.87 | 1.08 | 1.55 | 1.82 | -0.95 | 1.53 | 2.64 |
| Standard Deviation(%) | NA | 10.40 | 12.23 | 13.86 | NA | NA | NA | … | … | 12.36 | 14.76 | 10.58 | 10.41 | 19.79 | 11.91 | 14.81 |
| Draw Down(%) | NA | 7.66 | 14.94 | 23.61 | NA | NA | NA | … | … | 7.66 | 14.94 | 7.12 | 8.38 | 23.41 | 5.11 | 6.49 |
| Yield(%) | 0.00 | 10.16 | 8.40 | 8.34 | 5.30 | 3.54 | 2.65 | … | … | 0.00 | 10.66 | 6.56 | 6.02 | 8.23 | 17.69 | 2.28 |
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 |
|---|---|---|---|---|
| PAHAX (Putnam Retirement Advantage 2050 Fund Class R4 Shares) |
5.21%
Apr 2021 – Apr 2024 |
9.85%
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 |
|---|---|---|---|---|
| PAHAX (Putnam Retirement Advantage 2050 Fund Class R4 Shares) |
22.20%
Sep 2022 – Sep 2025 |
14.13%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart