Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBBZX (Putnam Retirement Advantage 2040 Fund Class C Shares) | 7.94% | 19.76% | 16.95% | 8.48% | 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 |
|---|---|---|
| PBBZX (Putnam Retirement Advantage 2040 Fund Class C 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 | 19.76 | 16.95 | 8.48 | NA | NA | NA | … | … | 7.94 | 15.38 | 16.81 | 18.61 | -16.82 | 15.27 | 11.84 |
| Sharpe Ratio | NA | 2.01 | 1.34 | 0.51 | NA | NA | NA | … | … | 1.62 | 1.00 | 1.44 | 1.68 | -1.05 | 1.44 | 3.26 |
| Standard Deviation(%) | NA | 8.77 | 10.47 | 12.00 | NA | NA | NA | … | … | 10.39 | 12.51 | 9.18 | 8.96 | 17.42 | 10.62 | 12.93 |
| Draw Down(%) | NA | 6.51 | 12.78 | 22.60 | NA | NA | NA | … | … | 6.51 | 12.78 | 5.75 | 7.59 | 22.25 | 4.64 | 5.89 |
| Yield(%) | 0.00 | 8.69 | 7.09 | 7.25 | 4.56 | 3.04 | 2.28 | … | … | 0.00 | 9.03 | 7.42 | 2.99 | 8.73 | 13.79 | 1.54 |
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 |
|---|---|---|---|---|
| PBBZX (Putnam Retirement Advantage 2040 Fund Class C Shares) |
3.46%
Apr 2021 – Apr 2024 |
7.67%
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 |
|---|---|---|---|---|
| PBBZX (Putnam Retirement Advantage 2040 Fund Class C Shares) |
18.50%
Sep 2022 – Sep 2025 |
11.44%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart