Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAHLX (Putnam Retirement Advantage 2060 Fund Class R5 Shares) | 9.69% | 23.86% | 21.16% | 11.78% | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAHLX (Putnam Retirement Advantage 2060 Fund Class R5 Shares) | 09/03/2020 | 06/12/2026 |
| 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 (%) | 1.35 | 23.86 | 21.16 | 11.78 | NA | NA | NA | … | … | 9.69 | 19.90 | 22.05 | 25.55 | -18.16 | 20.27 | 11.28 |
| Sharpe Ratio | NA | 1.81 | 1.33 | 0.60 | NA | NA | NA | … | … | 1.29 | 1.05 | 1.60 | 1.88 | -0.90 | 1.57 | 2.38 |
| Standard Deviation(%) | NA | 11.69 | 13.52 | 15.32 | NA | NA | NA | … | … | 13.82 | 16.32 | 11.55 | 11.75 | 21.81 | 12.89 | 16.33 |
| Draw Down(%) | NA | 8.40 | 16.45 | 24.84 | NA | NA | NA | … | … | 8.40 | 16.45 | 8.09 | 9.17 | 24.59 | 5.52 | 7.02 |
| Yield(%) | 0.00 | 9.32 | 8.85 | 8.66 | 5.54 | 3.69 | 2.77 | … | … | 0.00 | 9.90 | 6.10 | 9.78 | 5.20 | 21.38 | 1.28 |
Data as of 06/12/2026, 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 |
|---|---|---|---|---|
| PAHLX (Putnam Retirement Advantage 2060 Fund Class R5 Shares) |
6.14%
Apr 2021 – Apr 2024 |
10.98%
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 |
|---|---|---|---|---|
| PAHLX (Putnam Retirement Advantage 2060 Fund Class R5 Shares) |
24.55%
Sep 2022 – Sep 2025 |
15.70%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart