Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIIYX (Putnam Retirement Incm Fd Lifestyle 3 Cl) | NA | 4.41% | 2.69% | 5.38% | 4.04% | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 10/03/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIIYX (Putnam Retirement Incm Fd Lifestyle 3 Cl) | 10/03/2005 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.41 | 2.69 | 5.38 | 4.04 | NA | NA | … | … | 2.16 | 7.68 | -1.96 | 6.35 | 11.09 | 12.27 | -1.55 | 9.99 | 34.13 | -27.06 | 2.63 | 11.20 | 0.15 |
| Sharpe Ratio | NA | 1.65 | 0.42 | 0.92 | 0.38 | NA | NA | … | … | 1.68 | 1.08 | -0.29 | 1.23 | 1.97 | 1.97 | -0.14 | 1.54 | 2.85 | -1.30 | -0.08 | 2.02 | -0.45 |
| Standard Deviation(%) | NA | 2.35 | 5.84 | 5.65 | 9.92 | NA | NA | … | … | 1.20 | 6.89 | 6.91 | 5.15 | 5.62 | 6.25 | 10.96 | 6.43 | 11.95 | 21.37 | 4.85 | 3.93 | 4.36 |
| Draw Down(%) | NA | 1.16 | 10.74 | 10.74 | 38.60 | NA | NA | … | … | 0.40 | 6.30 | 7.00 | 4.47 | 5.86 | 5.27 | 12.06 | 5.26 | 12.47 | 38.60 | 3.76 | 2.88 | 1.73 |
| Yield(%) | 0.00 | 1.52 | 2.15 | 2.41 | 3.07 | 2.79 | 2.09 | … | … | 0.92 | 1.93 | 2.69 | 2.82 | 2.26 | 2.48 | 3.07 | 2.99 | 8.67 | 6.60 | 4.70 | 4.43 | 0.91 |
Data as of 10/31/2017, Common starting date is 10/03/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIIYX (Putnam Retirement Incm Fd Lifestyle 3 Cl) |
-8.42%
Feb 2006 – Feb 2009 |
1.47%
May 2007 – May 2012 |
4.10%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIIYX (Putnam Retirement Incm Fd Lifestyle 3 Cl) |
17.72%
Feb 2009 – Feb 2012 |
14.51%
Feb 2009 – Feb 2014 |
4.89%
Jul 2006 – Jul 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart