Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRLRX (Putnam Retirement Incm Fd Lifstyl 2 Cl R) | NA | 2.91% | 1.62% | 3.25% | 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 |
|---|---|---|
| PRLRX (Putnam Retirement Incm Fd Lifstyl 2 Cl R) | 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 | 1.62 | 3.25 | NA | NA | NA | … | … | 1.80 | 4.13 | -1.48 | 4.34 | 6.86 | 7.64 | -2.33 |
| Sharpe Ratio | NA | 1.60 | 0.38 | 0.88 | NA | NA | NA | … | … | 1.77 | 0.95 | -0.34 | 1.32 | 1.90 | 2.11 | -0.55 |
| Standard Deviation(%) | NA | 1.49 | 3.60 | 3.53 | NA | NA | NA | … | … | 0.89 | 4.10 | 4.37 | 3.28 | 3.60 | 3.62 | 7.83 |
| Draw Down(%) | NA | 0.59 | 7.56 | 7.56 | NA | NA | NA | … | … | 0.29 | 4.23 | 4.49 | 2.80 | 3.82 | 2.95 | 7.19 |
| Yield(%) | 0.00 | 3.28 | 3.94 | 3.46 | 1.98 | 1.32 | 0.99 | … | … | 2.18 | 1.39 | 4.89 | 4.17 | 3.18 | 1.56 | 1.87 |
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 |
|---|---|---|---|---|
| PRLRX (Putnam Retirement Incm Fd Lifstyl 2 Cl R) |
1.52%
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 |
|---|---|---|---|---|
| PRLRX (Putnam Retirement Incm Fd Lifstyl 2 Cl R) |
6.58%
Nov 2011 – Nov 2014 |
4.59%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart