Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAKYX (Putnam Retirement Advantage Maturity Fund Class R Shares) | 3.81% | 11.64% | 9.56% | 3.79% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/08/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAKYX (Putnam Retirement Advantage Maturity Fund Class R Shares) | 09/08/2020 | 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 (%) | -0.62 | 11.64 | 9.56 | 3.79 | NA | NA | NA | … | … | 3.81 | 10.24 | 8.41 | 9.93 | -13.04 | 5.27 | 4.50 |
| Sharpe Ratio | NA | 1.95 | 1.14 | 0.20 | NA | NA | NA | … | … | 1.01 | 1.28 | 0.95 | 1.10 | -1.47 | 1.03 | 2.49 |
| Standard Deviation(%) | NA | 4.67 | 5.57 | 6.54 | NA | NA | NA | … | … | 5.66 | 5.78 | 5.04 | 5.73 | 9.89 | 5.12 | 5.96 |
| Draw Down(%) | NA | 3.75 | 5.77 | 17.10 | NA | NA | NA | … | … | 3.75 | 5.71 | 2.75 | 5.08 | 16.67 | 2.59 | 2.94 |
| Yield(%) | 0.00 | 4.64 | 4.20 | 3.30 | 1.92 | 1.28 | 0.96 | … | … | 1.12 | 4.94 | 3.99 | 2.44 | 0.93 | 4.46 | 1.58 |
Data as of 06/11/2026, Common starting date is 09/08/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAKYX (Putnam Retirement Advantage Maturity Fund Class R Shares) |
-1.06%
Oct 2020 – Oct 2023 |
3.69%
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 |
|---|---|---|---|---|
| PAKYX (Putnam Retirement Advantage Maturity Fund Class R Shares) |
10.18%
May 2023 – May 2026 |
4.65%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart