Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAKJX (Putnam Retirement Advantage 2060 Fund Class Y Shares) | 8.24% | 23.90% | 21.26% | 11.61% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/14/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAKJX (Putnam Retirement Advantage 2060 Fund Class Y Shares) | 09/14/2020 | 06/05/2026 |
| 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 (%) | -2.23 | 23.90 | 21.26 | 11.61 | NA | NA | NA | … | … | 8.24 | 19.90 | 22.11 | 25.42 | -18.08 | 20.27 | 12.89 |
| Sharpe Ratio | NA | 2.20 | 1.45 | 0.65 | NA | NA | NA | … | … | 1.91 | 1.05 | 1.59 | 1.85 | -0.90 | 1.57 | 3.16 |
| Standard Deviation(%) | NA | 11.35 | 13.43 | 15.28 | NA | NA | NA | … | … | 13.46 | 16.24 | 11.60 | 11.86 | 21.84 | 12.91 | 15.65 |
| Draw Down(%) | NA | 8.41 | 16.40 | 24.66 | NA | NA | NA | … | … | 8.41 | 16.40 | 8.09 | 9.26 | 24.48 | 5.52 | 7.02 |
| Yield(%) | 0.00 | 9.44 | 9.04 | 8.72 | 5.63 | 3.76 | 2.82 | … | … | 0.00 | 9.90 | 6.26 | 9.79 | 5.20 | 21.38 | 1.31 |
Data as of 06/05/2026, Common starting date is 09/14/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAKJX (Putnam Retirement Advantage 2060 Fund Class Y Shares) |
6.21%
Apr 2021 – Apr 2024 |
10.99%
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 |
|---|---|---|---|---|
| PAKJX (Putnam Retirement Advantage 2060 Fund Class Y Shares) |
24.45%
Sep 2022 – Sep 2025 |
15.72%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart