Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDLKX (Putnam Retirement Advantage 2030 Fund Class C Shares) | 4.09% | 12.09% | 11.29% | 5.02% | 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 |
|---|---|---|
| PDLKX (Putnam Retirement Advantage 2030 Fund Class C 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 (%) | 0.26 | 12.09 | 11.29 | 5.02 | NA | NA | NA | … | … | 4.09 | 10.62 | 11.19 | 13.62 | -15.23 | 10.82 | 8.58 |
| Sharpe Ratio | NA | 1.85 | 1.25 | 0.31 | NA | NA | NA | … | … | 1.15 | 1.07 | 1.20 | 1.53 | -1.30 | 1.38 | 2.94 |
| Standard Deviation(%) | NA | 5.33 | 6.72 | 8.30 | NA | NA | NA | … | … | 6.36 | 7.26 | 6.32 | 6.56 | 12.89 | 7.83 | 10.06 |
| Draw Down(%) | NA | 4.01 | 7.65 | 19.82 | NA | NA | NA | … | … | 4.01 | 7.32 | 3.35 | 6.03 | 19.27 | 3.49 | 4.88 |
| Yield(%) | 0.00 | 3.33 | 3.79 | 4.98 | 2.96 | 1.98 | 1.48 | … | … | 0.00 | 3.42 | 4.79 | 2.69 | 5.42 | 11.91 | 0.99 |
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 |
|---|---|---|---|---|
| PDLKX (Putnam Retirement Advantage 2030 Fund Class C Shares) |
1.29%
Apr 2021 – Apr 2024 |
4.93%
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 |
|---|---|---|---|---|
| PDLKX (Putnam Retirement Advantage 2030 Fund Class C Shares) |
12.79%
Sep 2022 – Sep 2025 |
7.47%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart