Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCKGX (Putnam Retirement Advantage 2065 Fund Class R3 Shares) | 11.42% | 27.16% | 22.38% | 12.17% | 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 |
|---|---|---|
| PCKGX (Putnam Retirement Advantage 2065 Fund Class R3 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 (%) | 0.59 | 27.16 | 22.38 | 12.17 | NA | NA | NA | … | … | 11.42 | 19.73 | 22.09 | 25.48 | -18.50 | 19.12 |
| Sharpe Ratio | NA | 2.16 | 1.40 | 0.62 | NA | NA | NA | … | … | 1.90 | 1.01 | 1.55 | 1.81 | -0.90 | 1.49 |
| Standard Deviation(%) | NA | 11.67 | 13.85 | 15.65 | NA | NA | NA | … | … | 13.72 | 16.83 | 11.95 | 12.13 | 22.17 | 12.99 |
| Draw Down(%) | NA | 8.64 | 16.90 | 25.16 | NA | NA | NA | … | … | 8.64 | 16.90 | 8.41 | 9.45 | 24.85 | 5.53 |
| Yield(%) | 0.00 | 6.39 | 6.95 | 5.55 | 3.10 | 2.07 | 1.55 | … | … | 0.00 | 6.71 | 6.47 | 6.37 | 3.81 | 6.30 |
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 |
|---|---|---|---|---|
| PCKGX (Putnam Retirement Advantage 2065 Fund Class R3 Shares) |
5.96%
Apr 2021 – Apr 2024 |
10.76%
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 |
|---|---|---|---|---|
| PCKGX (Putnam Retirement Advantage 2065 Fund Class R3 Shares) |
24.48%
Sep 2022 – Sep 2025 |
12.59%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart