Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRIOX (Putnam Retirement Incm Fd Lifstyl 3 Cl R) | NA | 4.17% | 2.26% | 4.91% | NA | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 06/20/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRIOX (Putnam Retirement Incm Fd Lifstyl 3 Cl R) | 06/20/2011 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.17 | 2.26 | 4.91 | NA | NA | NA | … | … | 2.10 | 7.01 | -2.44 | 5.88 | 10.59 | 11.39 | -4.32 |
| Sharpe Ratio | NA | 1.53 | 0.34 | 0.84 | NA | NA | NA | … | … | 1.52 | 0.98 | -0.36 | 1.16 | 1.86 | 1.82 | -0.55 |
| Standard Deviation(%) | NA | 2.37 | 5.85 | 5.65 | NA | NA | NA | … | … | 1.27 | 6.89 | 6.92 | 5.04 | 5.68 | 6.27 | 14.43 |
| Draw Down(%) | NA | 1.17 | 11.12 | 11.12 | NA | NA | NA | … | … | 0.44 | 6.36 | 7.26 | 4.53 | 5.90 | 5.45 | 12.19 |
| Yield(%) | 0.00 | 1.37 | 1.77 | 1.94 | 1.31 | 0.88 | 0.66 | … | … | 0.86 | 1.36 | 2.22 | 2.36 | 1.76 | 1.97 | 1.75 |
Data as of 10/31/2017, Common starting date is 06/20/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRIOX (Putnam Retirement Incm Fd Lifstyl 3 Cl R) |
2.05%
Aug 2014 – Aug 2017 |
4.88%
Sep 2012 – Sep 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRIOX (Putnam Retirement Incm Fd Lifstyl 3 Cl R) |
9.83%
Nov 2011 – Nov 2014 |
6.97%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart