Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEFGX (Putnam RetirementReady 2060 Fund Class R) | 7.71% | 18.86% | 17.06% | 9.43% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEFGX (Putnam RetirementReady 2060 Fund Class R) | 09/02/2016 | 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 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.60 | 18.86 | 17.06 | 9.43 | NA | NA | NA | … | … | 7.71 | 15.02 | 16.20 | 23.64 | -15.98 | 18.23 | 14.81 | 21.27 | -9.55 | 21.05 | 2.89 |
| Sharpe Ratio | NA | 1.45 | 1.06 | 0.48 | NA | NA | NA | … | … | 1.15 | 0.81 | 1.04 | 1.69 | -0.88 | 1.50 | 0.52 | 1.89 | -0.81 | 3.47 | 0.96 |
| Standard Deviation(%) | NA | 11.74 | 13.27 | 14.58 | NA | NA | NA | … | … | 13.78 | 15.37 | 12.06 | 11.90 | 19.92 | 12.13 | 28.03 | 10.47 | 13.60 | 5.91 | 9.30 |
| Draw Down(%) | NA | 9.27 | 19.32 | 22.24 | NA | NA | NA | … | … | 9.27 | 18.94 | 8.40 | 9.68 | 22.20 | 5.27 | 30.76 | 5.97 | 18.85 | 1.70 | 4.01 |
| Yield(%) | 0.00 | 3.90 | 2.79 | 4.94 | 6.04 | 4.02 | 3.02 | … | … | 0.00 | 4.03 | 1.34 | 1.95 | 5.38 | 14.58 | 3.37 | 6.76 | 6.13 | 6.62 | 1.99 |
Data as of 06/04/2026, Common starting date is 09/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEFGX (Putnam RetirementReady 2060 Fund Class R) |
0.49%
Mar 2017 – Mar 2020 |
4.22%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEFGX (Putnam RetirementReady 2060 Fund Class R) |
19.77%
Sep 2022 – Sep 2025 |
14.22%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart