Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCIOX (Putnam Retirement Incm Fd Lifestyle 3 Cl) | NA | 3.96% | 1.87% | 4.47% | 3.11% | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 09/15/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCIOX (Putnam Retirement Incm Fd Lifestyle 3 Cl) | 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 | 3.96 | 1.87 | 4.47 | 3.11 | NA | NA | … | … | 1.97 | 6.66 | -2.95 | 5.29 | 9.94 | 11.11 | -2.61 | 9.43 | 32.83 | -27.82 | 1.58 | 10.12 | 1.23 |
| Sharpe Ratio | NA | 1.45 | 0.27 | 0.75 | 0.29 | NA | NA | … | … | 1.45 | 0.93 | -0.42 | 1.02 | 1.75 | 1.78 | -0.24 | 1.46 | 2.72 | -1.33 | -0.30 | 1.76 | 0.28 |
| Standard Deviation(%) | NA | 2.36 | 5.92 | 5.72 | 9.96 | NA | NA | … | … | 1.23 | 6.94 | 7.04 | 5.17 | 5.66 | 6.27 | 10.94 | 6.39 | 12.05 | 21.48 | 4.86 | 3.90 | 6.18 |
| Draw Down(%) | NA | 1.17 | 11.48 | 11.48 | 38.91 | NA | NA | … | … | 0.48 | 6.33 | 7.46 | 4.57 | 6.05 | 5.45 | 12.27 | 5.16 | 12.53 | 38.91 | 3.95 | 2.96 | 2.85 |
| Yield(%) | 0.00 | 1.15 | 1.39 | 1.46 | 2.28 | 2.25 | 1.69 | … | … | 0.73 | 0.92 | 1.71 | 1.86 | 1.23 | 1.45 | 2.03 | 2.45 | 7.62 | 5.72 | 3.77 | 3.51 | 3.47 |
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 |
|---|---|---|---|---|
| PCIOX (Putnam Retirement Incm Fd Lifestyle 3 Cl) |
-9.35%
Feb 2006 – Feb 2009 |
0.55%
May 2007 – May 2012 |
3.12%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCIOX (Putnam Retirement Incm Fd Lifestyle 3 Cl) |
16.73%
Feb 2009 – Feb 2012 |
13.46%
Feb 2009 – Feb 2014 |
3.97%
Oct 2005 – Oct 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart