Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PALZX (Putnam Retirement Advantage 2040 Fund Class Y Shares) | 4.94% | 16.44% | 16.44% | 8.74% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/08/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PALZX (Putnam Retirement Advantage 2040 Fund Class Y Shares) | 09/08/2020 | 06/10/2026 |
| 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 (%) | -2.86 | 16.44 | 16.44 | 8.74 | NA | NA | NA | … | … | 4.94 | 16.49 | 18.05 | 19.80 | -16.01 | 16.35 | 12.19 |
| Sharpe Ratio | NA | 1.76 | 1.33 | 0.55 | NA | NA | NA | … | … | 1.12 | 1.09 | 1.56 | 1.83 | -1.01 | 1.54 | 3.37 |
| Standard Deviation(%) | NA | 9.03 | 10.55 | 12.01 | NA | NA | NA | … | … | 10.74 | 12.54 | 9.23 | 8.91 | 17.33 | 10.63 | 12.93 |
| Draw Down(%) | NA | 6.40 | 12.69 | 21.85 | NA | NA | NA | … | … | 6.40 | 12.69 | 5.71 | 7.33 | 21.71 | 4.53 | 5.88 |
| Yield(%) | 0.00 | 11.39 | 8.71 | 8.30 | 5.28 | 3.52 | 2.64 | … | … | 0.00 | 11.97 | 8.18 | 3.95 | 9.55 | 14.90 | 1.89 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| PALZX (Putnam Retirement Advantage 2040 Fund Class Y Shares) |
4.47%
Apr 2021 – Apr 2024 |
8.75%
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 |
|---|---|---|---|---|
| PALZX (Putnam Retirement Advantage 2040 Fund Class Y Shares) |
19.68%
Sep 2022 – Sep 2025 |
12.54%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart