Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBIOX (Putnam Retirement Fd Lifestyle 3 Cl B) | NA | 4.07% | 1.88% | 4.48% | 3.08% | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 09/15/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBIOX (Putnam Retirement Fd Lifestyle 3 Cl B) | 09/15/2005 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.07 | 1.88 | 4.48 | 3.08 | NA | NA | … | … | 2.07 | 6.58 | -2.94 | 5.29 | 9.96 | 11.20 | -2.69 | 9.06 | 32.97 | -27.84 | 1.56 | 10.02 | 1.25 |
| Sharpe Ratio | NA | 1.50 | 0.28 | 0.76 | 0.29 | NA | NA | … | … | 1.42 | 0.92 | -0.42 | 1.02 | 1.72 | 1.80 | -0.25 | 1.40 | 2.72 | -1.35 | -0.31 | 1.70 | 0.29 |
| Standard Deviation(%) | NA | 2.36 | 5.89 | 5.72 | 9.92 | NA | NA | … | … | 1.34 | 6.90 | 7.00 | 5.17 | 5.76 | 6.25 | 10.89 | 6.41 | 12.08 | 21.27 | 4.81 | 3.96 | 6.16 |
| Draw Down(%) | NA | 1.17 | 11.53 | 11.53 | 38.91 | NA | NA | … | … | 0.48 | 6.43 | 7.52 | 4.66 | 6.05 | 5.46 | 12.26 | 5.36 | 12.56 | 38.91 | 3.95 | 3.04 | 2.85 |
| Yield(%) | 0.00 | 1.17 | 1.40 | 1.47 | 2.25 | 2.23 | 1.67 | … | … | 0.73 | 0.93 | 1.72 | 1.86 | 1.25 | 1.42 | 2.06 | 2.09 | 7.58 | 5.73 | 3.76 | 3.51 | 3.49 |
Data as of 10/31/2017, Common starting date is 09/15/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBIOX (Putnam Retirement Fd Lifestyle 3 Cl B) |
-9.36%
Feb 2006 – Feb 2009 |
0.48%
May 2007 – May 2012 |
3.08%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBIOX (Putnam Retirement Fd Lifestyle 3 Cl B) |
16.60%
Feb 2009 – Feb 2012 |
13.39%
Feb 2009 – Feb 2014 |
3.93%
Oct 2005 – Oct 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart