Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCJZX (Putnam Retirement Advantage 2065 Fund Class A Shares) | 11.07% | 27.14% | 22.42% | 12.44% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/06/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCJZX (Putnam Retirement Advantage 2065 Fund Class A Shares) | 01/06/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.66 | 27.14 | 22.42 | 12.44 | NA | NA | NA | … | … | 11.07 | 19.91 | 22.28 | 25.60 | -18.33 | 19.27 |
| Sharpe Ratio | NA | 2.17 | 1.42 | 0.63 | NA | NA | NA | … | … | 1.90 | 1.02 | 1.57 | 1.82 | -0.89 | 1.51 |
| Standard Deviation(%) | NA | 11.69 | 13.84 | 15.64 | NA | NA | NA | … | … | 13.80 | 16.79 | 11.89 | 12.20 | 22.17 | 12.95 |
| Draw Down(%) | NA | 8.70 | 16.89 | 25.00 | NA | NA | NA | … | … | 8.70 | 16.89 | 8.35 | 9.56 | 24.72 | 5.52 |
| Yield(%) | 0.00 | 7.71 | 7.68 | 6.07 | 3.37 | 2.24 | 1.68 | … | … | 0.00 | 8.09 | 6.70 | 6.67 | 4.02 | 6.64 |
Data as of 06/03/2026, Common starting date is 01/06/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCJZX (Putnam Retirement Advantage 2065 Fund Class A Shares) |
6.12%
Apr 2021 – Apr 2024 |
10.91%
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 |
|---|---|---|---|---|
| PCJZX (Putnam Retirement Advantage 2065 Fund Class A Shares) |
24.65%
Sep 2022 – Sep 2025 |
12.73%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart