Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCCLX (Putnam Retirement Advantage 2040 Fund Class A Shares) | 7.89% | 20.61% | 17.70% | 9.40% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/08/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCCLX (Putnam Retirement Advantage 2040 Fund Class A Shares) | 09/08/2020 | 06/03/2026 |
| 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 (%) | 0.58 | 20.61 | 17.70 | 9.40 | NA | NA | NA | … | … | 7.89 | 16.24 | 17.75 | 19.49 | -16.18 | 16.13 | 12.07 |
| Sharpe Ratio | NA | 2.11 | 1.42 | 0.57 | NA | NA | NA | … | … | 1.70 | 1.07 | 1.53 | 1.79 | -1.01 | 1.52 | 3.30 |
| Standard Deviation(%) | NA | 8.76 | 10.49 | 12.01 | NA | NA | NA | … | … | 10.38 | 12.55 | 9.21 | 8.94 | 17.43 | 10.57 | 13.07 |
| Draw Down(%) | NA | 6.44 | 12.73 | 22.00 | NA | NA | NA | … | … | 6.44 | 12.73 | 5.73 | 7.45 | 21.75 | 4.55 | 5.88 |
| Yield(%) | 0.00 | 11.42 | 8.65 | 8.27 | 5.18 | 3.46 | 2.59 | … | … | 0.00 | 11.87 | 7.95 | 3.86 | 9.40 | 14.65 | 1.87 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| PCCLX (Putnam Retirement Advantage 2040 Fund Class A Shares) |
4.22%
Apr 2021 – Apr 2024 |
8.48%
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 |
|---|---|---|---|---|
| PCCLX (Putnam Retirement Advantage 2040 Fund Class A Shares) |
19.42%
Sep 2022 – Sep 2025 |
12.26%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart