Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDLTX (Putnam Retirement Advantage 2030 Fund Class A Shares) | 4.18% | 13.05% | 12.03% | 5.89% | 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 |
|---|---|---|
| PDLTX (Putnam Retirement Advantage 2030 Fund Class A 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 (%) | 0.27 | 13.05 | 12.03 | 5.89 | NA | NA | NA | … | … | 4.18 | 11.55 | 11.86 | 14.47 | -14.63 | 11.71 | 8.75 |
| Sharpe Ratio | NA | 2.01 | 1.36 | 0.41 | NA | NA | NA | … | … | 1.29 | 1.20 | 1.30 | 1.65 | -1.25 | 1.48 | 3.07 |
| Standard Deviation(%) | NA | 5.37 | 6.75 | 8.32 | NA | NA | NA | … | … | 6.43 | 7.27 | 6.32 | 6.62 | 12.85 | 7.88 | 9.85 |
| Draw Down(%) | NA | 3.99 | 7.45 | 19.17 | NA | NA | NA | … | … | 3.99 | 7.23 | 3.32 | 5.88 | 18.74 | 3.49 | 4.79 |
| Yield(%) | 0.00 | 7.51 | 5.69 | 6.09 | 3.62 | 2.41 | 1.81 | … | … | 0.00 | 7.72 | 5.00 | 3.37 | 5.95 | 12.36 | 1.26 |
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 |
|---|---|---|---|---|
| PDLTX (Putnam Retirement Advantage 2030 Fund Class A Shares) |
2.03%
Apr 2021 – Apr 2024 |
5.71%
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 |
|---|---|---|---|---|
| PDLTX (Putnam Retirement Advantage 2030 Fund Class A Shares) |
13.63%
Sep 2022 – Sep 2025 |
8.25%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart