Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDAWX (Putnam Retirement Advantage 2035 Fund Class C Shares) | 5.97% | 16.48% | 14.65% | 7.30% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/08/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDAWX (Putnam Retirement Advantage 2035 Fund Class C Shares) | 09/08/2020 | 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 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 16.48 | 14.65 | 7.30 | NA | NA | NA | … | … | 5.97 | 13.33 | 14.97 | 16.93 | -16.12 | 13.41 | 10.49 |
| Sharpe Ratio | NA | 1.92 | 1.30 | 0.45 | NA | NA | NA | … | … | 1.42 | 0.99 | 1.41 | 1.68 | -1.12 | 1.43 | 3.13 |
| Standard Deviation(%) | NA | 7.41 | 9.06 | 10.56 | NA | NA | NA | … | … | 8.81 | 10.65 | 8.07 | 7.96 | 15.66 | 9.35 | 11.76 |
| Draw Down(%) | NA | 5.49 | 10.97 | 21.28 | NA | NA | NA | … | … | 5.49 | 10.95 | 4.52 | 6.93 | 20.91 | 4.03 | 5.52 |
| Yield(%) | 0.00 | 4.26 | 5.28 | 6.08 | 3.73 | 2.49 | 1.86 | … | … | 0.00 | 4.40 | 6.75 | 4.03 | 6.21 | 13.53 | 1.50 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| PDAWX (Putnam Retirement Advantage 2035 Fund Class C Shares) |
2.79%
Apr 2021 – Apr 2024 |
6.67%
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 |
|---|---|---|---|---|
| PDAWX (Putnam Retirement Advantage 2035 Fund Class C Shares) |
16.35%
Sep 2022 – Sep 2025 |
9.97%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart