Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAHMX (Putnam Retirement Advantage Maturity Fund Class R3 Shares) | 4.25% | 12.51% | 10.12% | 4.23% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAHMX (Putnam Retirement Advantage Maturity Fund Class R3 Shares) | 09/03/2020 | 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 (%) | -0.09 | 12.51 | 10.12 | 4.23 | NA | NA | NA | … | … | 4.25 | 10.64 | 8.64 | 10.33 | -12.95 | 5.39 | 3.24 |
| Sharpe Ratio | NA | 2.34 | 1.31 | 0.28 | NA | NA | NA | … | … | 1.51 | 1.37 | 0.98 | 1.19 | -1.45 | 1.08 | 1.69 |
| Standard Deviation(%) | NA | 4.53 | 5.50 | 6.54 | NA | NA | NA | … | … | 5.44 | 5.70 | 5.10 | 5.67 | 9.98 | 4.97 | 6.05 |
| Draw Down(%) | NA | 3.71 | 5.75 | 16.86 | NA | NA | NA | … | … | 3.71 | 5.75 | 2.74 | 4.98 | 16.37 | 2.59 | 3.03 |
| Yield(%) | 0.00 | 4.54 | 4.35 | 3.40 | 1.94 | 1.29 | 0.97 | … | … | 0.93 | 5.14 | 4.23 | 2.64 | 0.82 | 4.48 | 1.61 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PAHMX (Putnam Retirement Advantage Maturity Fund Class R3 Shares) |
-0.82%
Oct 2020 – Oct 2023 |
3.90%
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 |
|---|---|---|---|---|
| PAHMX (Putnam Retirement Advantage Maturity Fund Class R3 Shares) |
10.37%
Sep 2022 – Sep 2025 |
4.90%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart