Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBATX (Putnam Retirement Advantage 2025 Fund Class R6 Shares) | NA | 7.92% | 7.59% | 5.00% | NA | NA | NA | … | … |
Data as of 07/28/2025, Common starting date is 01/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBATX (Putnam Retirement Advantage 2025 Fund Class R6 Shares) | 01/03/2020 | 07/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 7.92 | 7.59 | 5.00 | NA | NA | NA | … | … | 5.36 | 9.65 | 11.76 | -13.18 | 6.98 | 9.39 |
| Sharpe Ratio | NA | 0.78 | 0.64 | 0.42 | NA | NA | NA | … | … | 0.93 | 1.16 | 1.42 | -1.49 | 1.28 | 0.79 |
| Standard Deviation(%) | NA | 6.22 | 6.60 | 6.86 | NA | NA | NA | … | … | 7.12 | 5.22 | 5.76 | 9.85 | 5.45 | 11.57 |
| Draw Down(%) | NA | 5.76 | 8.72 | 17.26 | NA | NA | NA | … | … | 5.76 | 2.85 | 5.06 | 16.82 | 2.83 | 14.37 |
| Yield(%) | 2.98 | 6.86 | 4.42 | 4.45 | 2.29 | 1.53 | 1.14 | … | … | 3.12 | 4.06 | 3.71 | 2.06 | 7.29 | 2.40 |
Data as of 07/28/2025, 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 |
|---|---|---|---|---|
| PBATX (Putnam Retirement Advantage 2025 Fund Class R6 Shares) |
0.35%
Oct 2020 – Oct 2023 |
5.19%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBATX (Putnam Retirement Advantage 2025 Fund Class R6 Shares) |
8.60%
Jun 2022 – Jun 2025 |
6.31%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart