Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PISFX (Putnam Retirement Incm Fd Lifestyle 3 Cl) | NA | 4.52% | 2.57% | 5.20% | 3.82% | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 12/20/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PISFX (Putnam Retirement Incm Fd Lifestyle 3 Cl) | 12/20/2004 | 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 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.52 | 2.57 | 5.20 | 3.82 | NA | NA | … | … | 2.39 | 7.45 | -2.29 | 6.13 | 10.85 | 11.89 | -1.81 | 9.74 | 33.82 | -27.28 | 2.39 | 10.86 | 0.60 | 0.31 |
| Sharpe Ratio | NA | 1.65 | 0.39 | 0.88 | 0.36 | NA | NA | … | … | 1.79 | 1.04 | -0.33 | 1.19 | 1.90 | 1.89 | -0.17 | 1.50 | 2.82 | -1.32 | -0.13 | 1.94 | -0.37 | 4.64 |
| Standard Deviation(%) | NA | 2.42 | 5.90 | 5.71 | 9.91 | NA | NA | … | … | 1.28 | 6.96 | 6.98 | 5.16 | 5.68 | 6.30 | 10.97 | 6.42 | 11.95 | 21.24 | 4.91 | 3.91 | 4.27 | 1.87 |
| Draw Down(%) | NA | 1.17 | 10.92 | 10.92 | 38.65 | NA | NA | … | … | 0.42 | 6.25 | 7.21 | 4.50 | 5.98 | 5.31 | 12.13 | 5.19 | 12.51 | 38.65 | 3.81 | 2.83 | 3.67 | 0.14 |
| Yield(%) | 0.00 | 1.45 | 1.98 | 2.19 | 2.87 | 2.02 | 1.52 | … | … | 0.88 | 1.70 | 2.46 | 2.61 | 2.02 | 2.22 | 2.81 | 2.75 | 8.40 | 6.39 | 4.47 | 4.20 | 2.47 | 0.58 |
Data as of 10/31/2017, Common starting date is 12/20/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PISFX (Putnam Retirement Incm Fd Lifestyle 3 Cl) |
-8.65%
Feb 2006 – Feb 2009 |
1.21%
May 2007 – May 2012 |
3.86%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PISFX (Putnam Retirement Incm Fd Lifestyle 3 Cl) |
17.43%
Feb 2009 – Feb 2012 |
14.22%
Feb 2009 – Feb 2014 |
5.02%
Mar 2005 – Mar 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart