Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMIOX (Putnam Retirement Incm Fd Lifstyl 3 Cl M) | NA | 4.17% | 2.23% | 4.90% | NA | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 06/20/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMIOX (Putnam Retirement Incm Fd Lifstyl 3 Cl M) | 06/20/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.17 | 2.23 | 4.90 | NA | NA | NA | … | … | 2.08 | 7.03 | -2.43 | 5.79 | 10.51 | 11.75 | -4.35 |
| Sharpe Ratio | NA | 1.54 | 0.34 | 0.83 | NA | NA | NA | … | … | 1.52 | 0.97 | -0.35 | 1.14 | 1.82 | 1.87 | -0.55 |
| Standard Deviation(%) | NA | 2.37 | 5.92 | 5.71 | NA | NA | NA | … | … | 1.26 | 7.00 | 6.97 | 5.07 | 5.75 | 6.30 | 14.42 |
| Draw Down(%) | NA | 1.17 | 11.12 | 11.12 | NA | NA | NA | … | … | 0.44 | 6.37 | 7.25 | 4.45 | 6.01 | 5.37 | 12.21 |
| Yield(%) | 0.00 | 1.28 | 1.74 | 1.93 | 1.31 | 0.87 | 0.65 | … | … | 0.75 | 1.38 | 2.24 | 2.36 | 1.79 | 1.97 | 1.75 |
Data as of 10/31/2017, Common starting date is 06/20/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMIOX (Putnam Retirement Incm Fd Lifstyl 3 Cl M) |
2.03%
Aug 2014 – Aug 2017 |
4.85%
Sep 2012 – Sep 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMIOX (Putnam Retirement Incm Fd Lifstyl 3 Cl M) |
9.89%
Nov 2011 – Nov 2014 |
7.02%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart