Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PREWX (Putnam Retirement Income Fund Lifestyle) | 2.24% | 8.25% | 8.27% | 4.41% | 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 |
|---|---|---|
| PREWX (Putnam Retirement Income Fund Lifestyle) | 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 (%) | -0.57 | 8.25 | 8.27 | 4.41 | NA | NA | NA | … | … | 2.24 | 8.79 | 7.00 | 9.74 | -4.13 | 1.29 | 1.44 | 8.79 | -3.79 | 7.13 | 0.63 |
| Sharpe Ratio | NA | 1.15 | 0.88 | 0.36 | NA | NA | NA | … | … | 0.34 | 1.05 | 0.65 | 1.04 | -1.22 | 0.37 | 0.22 | 2.97 | -1.47 | 4.25 | 0.68 |
| Standard Deviation(%) | NA | 4.67 | 5.65 | 5.14 | NA | NA | NA | … | … | 5.40 | 5.64 | 5.22 | 5.89 | 4.58 | 3.42 | 5.39 | 2.46 | 3.54 | 1.53 | 2.49 |
| Draw Down(%) | NA | 3.49 | 6.57 | 7.96 | NA | NA | NA | … | … | 3.49 | 6.04 | 3.07 | 5.72 | 7.21 | 1.89 | 9.68 | 1.35 | 5.87 | 0.45 | 0.93 |
| Yield(%) | 0.00 | 3.93 | 4.16 | 4.27 | 3.49 | 2.33 | 1.74 | … | … | 1.46 | 3.84 | 3.94 | 3.69 | 6.75 | 3.78 | 2.23 | 3.37 | 2.98 | 2.58 | 1.10 |
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 |
|---|---|---|---|---|
| PREWX (Putnam Retirement Income Fund Lifestyle) |
-1.41%
Sep 2019 – Sep 2022 |
0.39%
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 |
|---|---|---|---|---|
| PREWX (Putnam Retirement Income Fund Lifestyle) |
8.99%
Sep 2022 – Sep 2025 |
4.99%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart