Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PREZX (Putnam RetirementReady 2030 Fund Class R) | 2.29% | 8.75% | 9.24% | 4.99% | 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 |
|---|---|---|
| PREZX (Putnam RetirementReady 2030 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 (%) | -0.66 | 8.75 | 9.24 | 4.99 | NA | NA | NA | … | … | 2.29 | 9.19 | 9.40 | 12.24 | -7.80 | 6.97 | 5.51 | 13.54 | -6.19 | 13.60 | 1.69 |
| Sharpe Ratio | NA | 1.05 | 0.89 | 0.36 | NA | NA | NA | … | … | 0.26 | 0.93 | 0.90 | 1.34 | -1.11 | 1.15 | 0.45 | 2.29 | -0.99 | 3.73 | 0.88 |
| Standard Deviation(%) | NA | 5.44 | 6.67 | 6.83 | NA | NA | NA | … | … | 6.30 | 6.93 | 6.44 | 6.44 | 8.34 | 6.05 | 11.58 | 5.26 | 7.70 | 3.49 | 5.71 |
| Draw Down(%) | NA | 4.06 | 9.18 | 11.61 | NA | NA | NA | … | … | 4.06 | 8.44 | 3.68 | 6.16 | 11.54 | 2.81 | 16.61 | 2.54 | 11.53 | 1.04 | 2.47 |
| Yield(%) | 0.00 | 2.30 | 2.83 | 4.64 | 4.43 | 2.95 | 2.21 | … | … | 0.00 | 2.35 | 2.83 | 3.08 | 8.97 | 8.39 | 1.58 | 4.21 | 6.68 | 3.30 | 0.68 |
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 |
|---|---|---|---|---|
| PREZX (Putnam RetirementReady 2030 Fund Class R) |
0.70%
Sep 2019 – Sep 2022 |
2.03%
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 |
|---|---|---|---|---|
| PREZX (Putnam RetirementReady 2030 Fund Class R) |
10.94%
Sep 2022 – Sep 2025 |
7.08%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart