Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBAOX (Putnam Retirement Advantage 2040 Fund Class R Shares) | 8.06% | 20.14% | 17.35% | 8.86% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/08/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBAOX (Putnam Retirement Advantage 2040 Fund Class R Shares) | 09/08/2020 | 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 | 20.14 | 17.35 | 8.86 | NA | NA | NA | … | … | 8.06 | 15.79 | 17.27 | 19.06 | -16.59 | 15.64 | 11.97 |
| Sharpe Ratio | NA | 2.07 | 1.38 | 0.54 | NA | NA | NA | … | … | 1.66 | 1.04 | 1.48 | 1.74 | -1.04 | 1.47 | 3.30 |
| Standard Deviation(%) | NA | 8.73 | 10.47 | 12.00 | NA | NA | NA | … | … | 10.35 | 12.50 | 9.23 | 8.95 | 17.44 | 10.59 | 12.95 |
| Draw Down(%) | NA | 6.44 | 12.78 | 22.32 | NA | NA | NA | … | … | 6.44 | 12.78 | 5.73 | 7.56 | 22.06 | 4.63 | 5.89 |
| Yield(%) | 0.00 | 11.25 | 8.22 | 7.87 | 4.95 | 3.30 | 2.47 | … | … | 0.00 | 11.72 | 7.40 | 3.21 | 8.98 | 14.18 | 1.67 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PBAOX (Putnam Retirement Advantage 2040 Fund Class R Shares) |
3.80%
Apr 2021 – Apr 2024 |
8.06%
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 |
|---|---|---|---|---|
| PBAOX (Putnam Retirement Advantage 2040 Fund Class R Shares) |
18.93%
Sep 2022 – Sep 2025 |
11.83%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart