Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHPDX (Putnam Retirement Advantage 2050 Fund Class Y Shares) | 7.63% | 22.16% | 19.69% | 10.53% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/08/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHPDX (Putnam Retirement Advantage 2050 Fund Class Y Shares) | 09/08/2020 | 06/05/2026 |
| 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 (%) | -2.09 | 22.16 | 19.69 | 10.53 | NA | NA | NA | … | … | 7.63 | 18.84 | 20.20 | 22.52 | -17.14 | 18.46 | 13.66 |
| Sharpe Ratio | NA | 2.23 | 1.46 | 0.63 | NA | NA | NA | … | … | 1.93 | 1.09 | 1.55 | 1.83 | -0.94 | 1.55 | 3.43 |
| Standard Deviation(%) | NA | 10.31 | 12.23 | 13.83 | NA | NA | NA | … | … | 12.18 | 14.77 | 10.69 | 10.41 | 19.77 | 11.88 | 14.48 |
| Draw Down(%) | NA | 7.64 | 14.93 | 23.47 | NA | NA | NA | … | … | 7.64 | 14.93 | 7.11 | 8.37 | 23.32 | 5.10 | 6.49 |
| Yield(%) | 0.00 | 10.27 | 8.55 | 8.43 | 5.50 | 3.66 | 2.75 | … | … | 0.00 | 10.75 | 6.77 | 6.15 | 8.30 | 17.86 | 2.38 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| PHPDX (Putnam Retirement Advantage 2050 Fund Class Y Shares) |
5.36%
Apr 2021 – Apr 2024 |
9.99%
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 |
|---|---|---|---|---|
| PHPDX (Putnam Retirement Advantage 2050 Fund Class Y Shares) |
22.36%
Sep 2022 – Sep 2025 |
14.29%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart