Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAHNX (Putnam Retirement Advantage Maturity Fund) | 4.07% | 12.26% | 10.17% | 4.33% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAHNX (Putnam Retirement Advantage Maturity Fund) | 09/04/2020 | 06/11/2026 |
| 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 (%) | -0.53 | 12.26 | 10.17 | 4.33 | NA | NA | NA | … | … | 4.07 | 10.90 | 8.93 | 10.68 | -12.73 | 5.69 | 3.86 |
| Sharpe Ratio | NA | 2.10 | 1.26 | 0.28 | NA | NA | NA | … | … | 1.11 | 1.41 | 1.05 | 1.29 | -1.42 | 1.15 | 2.07 |
| Standard Deviation(%) | NA | 4.59 | 5.50 | 6.52 | NA | NA | NA | … | … | 5.54 | 5.70 | 5.05 | 5.50 | 10.03 | 4.93 | 6.00 |
| Draw Down(%) | NA | 3.59 | 5.70 | 16.71 | NA | NA | NA | … | … | 3.59 | 5.70 | 2.63 | 4.97 | 16.31 | 2.58 | 2.94 |
| Yield(%) | 0.00 | 5.10 | 4.70 | 3.63 | 2.09 | 1.39 | 1.05 | … | … | 1.32 | 5.42 | 4.43 | 2.88 | 0.99 | 4.50 | 1.66 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| PAHNX (Putnam Retirement Advantage Maturity Fund) |
-0.56%
Oct 2020 – Oct 2023 |
4.20%
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 |
|---|---|---|---|---|
| PAHNX (Putnam Retirement Advantage Maturity Fund) |
10.71%
May 2023 – May 2026 |
5.19%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart