Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POMGX (Putnam Retirement Advantage Maturity Fund Class A Shares) | 4.00% | 12.75% | 10.18% | 4.17% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/08/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POMGX (Putnam Retirement Advantage Maturity Fund Class A Shares) | 09/08/2020 | 06/03/2026 |
| 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 (%) | -0.18 | 12.75 | 10.18 | 4.17 | NA | NA | NA | … | … | 4.00 | 10.71 | 8.84 | 10.55 | -12.67 | 4.07 | 4.57 |
| Sharpe Ratio | NA | 2.34 | 1.33 | 0.26 | NA | NA | NA | … | … | 1.54 | 1.36 | 1.03 | 1.22 | -1.42 | 0.76 | 2.53 |
| Standard Deviation(%) | NA | 4.55 | 5.52 | 6.58 | NA | NA | NA | … | … | 5.38 | 5.79 | 5.05 | 5.72 | 9.95 | 5.32 | 5.95 |
| Draw Down(%) | NA | 3.69 | 5.72 | 17.92 | NA | NA | NA | … | … | 3.69 | 5.72 | 2.73 | 5.03 | 16.25 | 2.58 | 2.94 |
| Yield(%) | 0.00 | 4.70 | 4.49 | 3.25 | 1.88 | 1.25 | 0.94 | … | … | 0.96 | 5.32 | 4.34 | 2.76 | 0.97 | 3.01 | 1.64 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| POMGX (Putnam Retirement Advantage Maturity Fund Class A Shares) |
-1.15%
Oct 2020 – Oct 2023 |
3.78%
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 |
|---|---|---|---|---|
| POMGX (Putnam Retirement Advantage Maturity Fund Class A Shares) |
10.56%
Sep 2022 – Sep 2025 |
4.75%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart