Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBAMX (Putnam Retirement Advantage 2040 Fund Class R6 Shares) | 8.36% | 21.08% | 18.21% | 9.67% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBAMX (Putnam Retirement Advantage 2040 Fund Class R6 Shares) | 01/03/2020 | 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 (%) | 0.49 | 21.08 | 18.21 | 9.67 | NA | NA | NA | … | … | 8.36 | 16.68 | 18.10 | 19.99 | -15.93 | 16.47 | 14.35 |
| Sharpe Ratio | NA | 2.15 | 1.46 | 0.60 | NA | NA | NA | … | … | 1.73 | 1.11 | 1.57 | 1.85 | -0.99 | 1.56 | 0.58 |
| Standard Deviation(%) | NA | 8.79 | 10.49 | 12.06 | NA | NA | NA | … | … | 10.43 | 12.50 | 9.22 | 8.91 | 17.66 | 10.51 | 24.45 |
| Draw Down(%) | NA | 6.39 | 12.67 | 21.81 | NA | NA | NA | … | … | 6.39 | 12.67 | 5.70 | 7.33 | 21.62 | 4.53 | 27.57 |
| Yield(%) | 0.00 | 11.54 | 8.88 | 8.42 | 5.43 | 3.62 | 2.71 | … | … | 0.00 | 12.06 | 8.26 | 4.02 | 9.63 | 15.01 | 1.96 |
Data as of 06/04/2026, Common starting date is 01/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBAMX (Putnam Retirement Advantage 2040 Fund Class R6 Shares) |
4.57%
Apr 2021 – Apr 2024 |
8.87%
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 |
|---|---|---|---|---|
| PBAMX (Putnam Retirement Advantage 2040 Fund Class R6 Shares) |
19.83%
Sep 2022 – Sep 2025 |
13.69%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart