Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POWYX (Putnam Retirement Advantage 2035 Fund Class Y Shares) | 6.71% | 17.58% | 15.88% | 8.28% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/08/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POWYX (Putnam Retirement Advantage 2035 Fund Class Y Shares) | 09/08/2020 | 06/04/2026 |
| 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 (%) | 0.42 | 17.58 | 15.88 | 8.28 | NA | NA | NA | … | … | 6.71 | 14.39 | 16.15 | 18.07 | -15.27 | 14.62 | 10.74 |
| Sharpe Ratio | NA | 2.09 | 1.44 | 0.56 | NA | NA | NA | … | … | 1.57 | 1.10 | 1.55 | 1.82 | -1.08 | 1.54 | 3.22 |
| Standard Deviation(%) | NA | 7.37 | 9.03 | 10.53 | NA | NA | NA | … | … | 8.75 | 10.54 | 8.08 | 7.97 | 15.57 | 9.49 | 11.74 |
| Draw Down(%) | NA | 5.41 | 10.80 | 20.60 | NA | NA | NA | … | … | 5.41 | 10.80 | 4.47 | 6.76 | 20.38 | 4.01 | 5.43 |
| Yield(%) | 0.00 | 9.97 | 8.03 | 7.59 | 4.70 | 3.13 | 2.35 | … | … | 0.00 | 10.35 | 7.16 | 5.11 | 6.70 | 14.66 | 1.85 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| POWYX (Putnam Retirement Advantage 2035 Fund Class Y Shares) |
3.81%
Apr 2021 – Apr 2024 |
7.75%
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 |
|---|---|---|---|---|
| POWYX (Putnam Retirement Advantage 2035 Fund Class Y Shares) |
17.53%
Sep 2022 – Sep 2025 |
11.07%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart