Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAHEX (Putnam Retirement Advantage 2055 Fund Class R3 Shares) | 10.33% | 25.50% | 20.97% | 11.43% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAHEX (Putnam Retirement Advantage 2055 Fund Class R3 Shares) | 09/03/2020 | 06/03/2026 |
| 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 (%) | 0.64 | 25.50 | 20.97 | 11.43 | NA | NA | NA | … | … | 10.33 | 18.94 | 20.60 | 23.73 | -18.01 | 18.90 | 10.90 |
| Sharpe Ratio | NA | 2.17 | 1.41 | 0.60 | NA | NA | NA | … | … | 1.90 | 1.03 | 1.52 | 1.83 | -0.92 | 1.56 | 2.36 |
| Standard Deviation(%) | NA | 10.87 | 12.91 | 14.72 | NA | NA | NA | … | … | 12.73 | 15.61 | 11.20 | 11.10 | 21.29 | 12.09 | 15.81 |
| Draw Down(%) | NA | 8.05 | 15.71 | 24.45 | NA | NA | NA | … | … | 8.05 | 15.71 | 7.66 | 8.93 | 24.19 | 5.33 | 6.85 |
| Yield(%) | 0.00 | 9.87 | 8.10 | 8.05 | 5.06 | 3.38 | 2.53 | … | … | 0.00 | 10.33 | 6.62 | 5.14 | 6.80 | 17.35 | 1.95 |
Data as of 06/03/2026, Common starting date is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAHEX (Putnam Retirement Advantage 2055 Fund Class R3 Shares) |
5.41%
Apr 2021 – Apr 2024 |
10.07%
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 |
|---|---|---|---|---|
| PAHEX (Putnam Retirement Advantage 2055 Fund Class R3 Shares) |
22.99%
Sep 2022 – Sep 2025 |
14.61%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart