Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDGKX (Putnam Retirement Advantage 2030 Fund Class Y Shares) | 4.52% | 13.14% | 12.41% | 6.06% | 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 |
|---|---|---|
| PDGKX (Putnam Retirement Advantage 2030 Fund Class Y 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 (%) | 0.35 | 13.14 | 12.41 | 6.06 | NA | NA | NA | … | … | 4.52 | 11.78 | 12.28 | 14.71 | -14.35 | 11.94 | 8.82 |
| Sharpe Ratio | NA | 2.07 | 1.40 | 0.44 | NA | NA | NA | … | … | 1.29 | 1.23 | 1.37 | 1.69 | -1.23 | 1.52 | 3.05 |
| Standard Deviation(%) | NA | 5.33 | 6.75 | 8.30 | NA | NA | NA | … | … | 6.33 | 7.25 | 6.34 | 6.61 | 12.84 | 7.82 | 9.98 |
| Draw Down(%) | NA | 4.05 | 7.35 | 18.99 | NA | NA | NA | … | … | 4.05 | 7.19 | 3.31 | 5.85 | 18.60 | 3.49 | 4.79 |
| Yield(%) | 0.00 | 7.54 | 5.85 | 6.16 | 3.69 | 2.46 | 1.85 | … | … | 0.00 | 7.79 | 5.24 | 3.53 | 6.09 | 12.42 | 1.33 |
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 |
|---|---|---|---|---|
| PDGKX (Putnam Retirement Advantage 2030 Fund Class Y Shares) |
2.28%
Apr 2021 – Apr 2024 |
5.99%
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 |
|---|---|---|---|---|
| PDGKX (Putnam Retirement Advantage 2030 Fund Class Y Shares) |
13.92%
Sep 2022 – Sep 2025 |
8.53%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart