Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDKAX (Putnam Retirement Advantage 2030 Fund Class R Shares) | 4.17% | 12.42% | 11.67% | 5.37% | 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 |
|---|---|---|
| PDKAX (Putnam Retirement Advantage 2030 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 (%) | 0.27 | 12.42 | 11.67 | 5.37 | NA | NA | NA | … | … | 4.17 | 11.12 | 11.52 | 14.01 | -14.94 | 11.25 | 8.61 |
| Sharpe Ratio | NA | 1.96 | 1.30 | 0.36 | NA | NA | NA | … | … | 1.20 | 1.13 | 1.25 | 1.58 | -1.29 | 1.43 | 2.99 |
| Standard Deviation(%) | NA | 5.25 | 6.74 | 8.27 | NA | NA | NA | … | … | 6.27 | 7.32 | 6.32 | 6.61 | 12.74 | 7.84 | 9.92 |
| Draw Down(%) | NA | 3.99 | 7.59 | 19.49 | NA | NA | NA | … | … | 3.99 | 7.29 | 3.41 | 5.97 | 19.06 | 3.49 | 4.79 |
| Yield(%) | 0.00 | 7.48 | 5.34 | 5.70 | 3.40 | 2.26 | 1.70 | … | … | 0.00 | 7.70 | 4.47 | 2.83 | 5.51 | 11.71 | 1.12 |
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 |
|---|---|---|---|---|
| PDKAX (Putnam Retirement Advantage 2030 Fund Class R Shares) |
1.62%
Apr 2021 – Apr 2024 |
5.30%
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 |
|---|---|---|---|---|
| PDKAX (Putnam Retirement Advantage 2030 Fund Class R Shares) |
13.22%
Sep 2022 – Sep 2025 |
7.84%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart