Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCKFX (Putnam Retirement Advantage 2065 Fund Class R Shares) | 11.23% | 26.85% | 22.03% | 11.87% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/06/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCKFX (Putnam Retirement Advantage 2065 Fund Class R Shares) | 01/06/2021 | 06/04/2026 |
| 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 (%) | 0.60 | 26.85 | 22.03 | 11.87 | NA | NA | NA | … | … | 11.23 | 19.47 | 21.77 | 25.09 | -18.61 | 18.75 |
| Sharpe Ratio | NA | 2.14 | 1.38 | 0.60 | NA | NA | NA | … | … | 1.87 | 0.99 | 1.53 | 1.76 | -0.90 | 1.47 |
| Standard Deviation(%) | NA | 11.65 | 13.84 | 15.66 | NA | NA | NA | … | … | 13.77 | 16.77 | 11.90 | 12.27 | 22.26 | 12.91 |
| Draw Down(%) | NA | 8.72 | 16.99 | 25.32 | NA | NA | NA | … | … | 8.72 | 16.99 | 8.38 | 9.58 | 24.96 | 5.54 |
| Yield(%) | 0.00 | 7.27 | 7.22 | 5.63 | 3.14 | 2.09 | 1.57 | … | … | 0.00 | 7.62 | 6.27 | 6.28 | 3.80 | 6.02 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PCKFX (Putnam Retirement Advantage 2065 Fund Class R Shares) |
5.70%
Apr 2021 – Apr 2024 |
10.48%
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 |
|---|---|---|---|---|
| PCKFX (Putnam Retirement Advantage 2065 Fund Class R Shares) |
24.14%
Sep 2022 – Sep 2025 |
12.29%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
