Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PREHX (Putnam RetirementReady 2040 Fund Class R) | 4.13% | 12.92% | 12.88% | 7.09% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PREHX (Putnam RetirementReady 2040 Fund Class R) | 09/02/2016 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.45 | 12.92 | 12.88 | 7.09 | NA | NA | NA | … | … | 4.13 | 12.20 | 13.53 | 17.81 | -12.01 | 12.74 | 10.26 | 18.04 | -8.47 | 18.29 | 2.35 |
| Sharpe Ratio | NA | 1.06 | 0.93 | 0.42 | NA | NA | NA | … | … | 0.52 | 0.81 | 1.05 | 1.60 | -0.98 | 1.39 | 0.51 | 2.05 | -0.88 | 3.55 | 0.91 |
| Standard Deviation(%) | NA | 9.24 | 10.37 | 10.78 | NA | NA | NA | … | … | 10.83 | 11.80 | 9.48 | 8.90 | 13.71 | 9.14 | 19.46 | 8.09 | 11.23 | 4.99 | 7.79 |
| Draw Down(%) | NA | 7.19 | 15.32 | 17.04 | NA | NA | NA | … | … | 7.19 | 14.80 | 5.97 | 7.90 | 17.04 | 4.03 | 23.91 | 4.48 | 16.25 | 1.42 | 3.52 |
| Yield(%) | 0.00 | 2.13 | 2.28 | 4.85 | 5.35 | 3.57 | 2.68 | … | … | 0.00 | 2.18 | 1.97 | 2.32 | 10.91 | 9.38 | 1.80 | 5.86 | 8.27 | 4.79 | 0.33 |
Data as of 06/11/2026, Common starting date is 09/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PREHX (Putnam RetirementReady 2040 Fund Class R) |
1.19%
Mar 2017 – Mar 2020 |
3.23%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PREHX (Putnam RetirementReady 2040 Fund Class R) |
15.54%
Sep 2022 – Sep 2025 |
10.80%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart