Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDAKX (Putnam Retirement Advantage 2035 Fund Class R Shares) | 6.40% | 16.80% | 15.14% | 7.58% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/08/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDAKX (Putnam Retirement Advantage 2035 Fund Class R Shares) | 09/08/2020 | 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 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.43 | 16.80 | 15.14 | 7.58 | NA | NA | NA | … | … | 6.40 | 13.77 | 15.30 | 17.27 | -15.76 | 13.79 | 10.61 |
| Sharpe Ratio | NA | 1.95 | 1.35 | 0.49 | NA | NA | NA | … | … | 1.46 | 1.03 | 1.46 | 1.71 | -1.10 | 1.46 | 3.19 |
| Standard Deviation(%) | NA | 7.47 | 9.06 | 10.56 | NA | NA | NA | … | … | 8.87 | 10.64 | 8.02 | 8.02 | 15.63 | 9.42 | 11.69 |
| Draw Down(%) | NA | 5.53 | 10.83 | 20.96 | NA | NA | NA | … | … | 5.53 | 10.83 | 4.49 | 6.89 | 20.73 | 4.03 | 5.43 |
| Yield(%) | 0.00 | 9.83 | 7.50 | 7.14 | 4.40 | 2.93 | 2.20 | … | … | 0.00 | 10.19 | 6.41 | 4.43 | 6.21 | 13.91 | 1.62 |
Data as of 06/04/2026, Common starting date is 09/08/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDAKX (Putnam Retirement Advantage 2035 Fund Class R Shares) |
3.15%
Apr 2021 – Apr 2024 |
7.05%
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 |
|---|---|---|---|---|
| PDAKX (Putnam Retirement Advantage 2035 Fund Class R Shares) |
16.77%
Sep 2022 – Sep 2025 |
10.33%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart