Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCKEX (Putnam Retirement Advantage 2065 Fund Class Y Shares) | 11.22% | 27.53% | 22.71% | 12.72% | 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 |
|---|---|---|
| PCKEX (Putnam Retirement Advantage 2065 Fund Class Y 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 (%) | 0.73 | 27.53 | 22.71 | 12.72 | NA | NA | NA | … | … | 11.22 | 20.28 | 22.55 | 25.91 | -18.16 | 19.61 |
| Sharpe Ratio | NA | 2.20 | 1.44 | 0.65 | NA | NA | NA | … | … | 1.93 | 1.04 | 1.59 | 1.83 | -0.88 | 1.53 |
| Standard Deviation(%) | NA | 11.67 | 13.84 | 15.66 | NA | NA | NA | … | … | 13.76 | 16.80 | 11.90 | 12.25 | 22.22 | 12.95 |
| Draw Down(%) | NA | 8.65 | 16.95 | 24.84 | NA | NA | NA | … | … | 8.65 | 16.95 | 8.39 | 9.43 | 24.59 | 5.51 |
| Yield(%) | 0.00 | 7.87 | 7.87 | 6.23 | 3.46 | 2.31 | 1.73 | … | … | 0.00 | 8.25 | 6.93 | 6.81 | 4.15 | 6.78 |
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 |
|---|---|---|---|---|
| PCKEX (Putnam Retirement Advantage 2065 Fund Class Y Shares) |
6.40%
Apr 2021 – Apr 2024 |
11.19%
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 |
|---|---|---|---|---|
| PCKEX (Putnam Retirement Advantage 2065 Fund Class Y Shares) |
24.95%
Sep 2022 – Sep 2025 |
13.03%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart