Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRLMX (Putnam Retirement Incm Fd Lifstyl 2 Cl M) | NA | 2.91% | 1.63% | 3.26% | NA | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 06/17/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRLMX (Putnam Retirement Incm Fd Lifstyl 2 Cl M) | 06/17/2011 | 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 | 2.91 | 1.63 | 3.26 | NA | NA | NA | … | … | 1.70 | 4.27 | -1.57 | 4.44 | 6.76 | 7.64 | -2.29 |
| Sharpe Ratio | NA | 1.63 | 0.38 | 0.88 | NA | NA | NA | … | … | 1.82 | 0.97 | -0.37 | 1.36 | 1.87 | 2.11 | -0.53 |
| Standard Deviation(%) | NA | 1.46 | 3.62 | 3.54 | NA | NA | NA | … | … | 0.80 | 4.18 | 4.36 | 3.24 | 3.60 | 3.63 | 7.87 |
| Draw Down(%) | NA | 0.59 | 7.56 | 7.56 | NA | NA | NA | … | … | 0.20 | 4.13 | 4.49 | 2.80 | 3.82 | 2.95 | 7.19 |
| Yield(%) | 0.00 | 3.29 | 3.96 | 3.47 | 1.98 | 1.32 | 0.99 | … | … | 2.18 | 1.42 | 4.89 | 4.16 | 3.18 | 1.56 | 1.91 |
Data as of 10/31/2017, Common starting date is 06/17/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRLMX (Putnam Retirement Incm Fd Lifstyl 2 Cl M) |
1.50%
Aug 2014 – Aug 2017 |
3.22%
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 |
|---|---|---|---|---|
| PRLMX (Putnam Retirement Incm Fd Lifstyl 2 Cl M) |
6.59%
Nov 2011 – Nov 2014 |
4.60%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart