Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBDLX (Putnam Retirement Advantage 2025 Fund Class A Shares) | NA | 7.54% | 7.22% | NA | NA | NA | NA | … | … |
Data as of 07/28/2025, Common starting date is 09/08/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBDLX (Putnam Retirement Advantage 2025 Fund Class A Shares) | 09/08/2020 | 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 (%) | 0.51 | 7.54 | 7.22 | NA | NA | NA | NA | … | … | 5.18 | 9.24 | 11.41 | -13.53 | 6.67 | 5.67 |
| Sharpe Ratio | NA | 0.72 | 0.58 | NA | NA | NA | NA | … | … | 0.89 | 1.09 | 1.34 | -1.51 | 1.23 | 2.82 |
| Standard Deviation(%) | NA | 6.21 | 6.63 | NA | NA | NA | NA | … | … | 7.10 | 5.17 | 5.83 | 9.94 | 5.39 | 6.72 |
| Draw Down(%) | NA | 5.93 | 8.86 | NA | NA | NA | NA | … | … | 5.87 | 2.75 | 5.18 | 17.13 | 2.83 | 3.30 |
| Yield(%) | 2.82 | 6.40 | 3.99 | 4.13 | 2.07 | 1.38 | 1.03 | … | … | 2.95 | 3.75 | 3.35 | 1.64 | 7.08 | 2.30 |
Data as of 07/28/2025, 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 |
|---|---|---|---|---|
| PBDLX (Putnam Retirement Advantage 2025 Fund Class A Shares) |
0.01%
Oct 2020 – Oct 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBDLX (Putnam Retirement Advantage 2025 Fund Class A Shares) |
8.20%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart