Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRLYX (Putnam Retirement Incm Fd Lifstyl 2 Cl Y) | NA | 3.06% | 2.00% | 3.68% | 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 |
|---|---|---|
| PRLYX (Putnam Retirement Incm Fd Lifstyl 2 Cl Y) | 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 | 3.06 | 2.00 | 3.68 | NA | NA | NA | … | … | 1.76 | 4.67 | -1.03 | 4.90 | 7.34 | 8.15 | -1.98 |
| Sharpe Ratio | NA | 1.73 | 0.49 | 1.00 | NA | NA | NA | … | … | 1.83 | 1.09 | -0.24 | 1.49 | 2.02 | 2.20 | -0.46 |
| Standard Deviation(%) | NA | 1.45 | 3.59 | 3.53 | NA | NA | NA | … | … | 0.83 | 4.09 | 4.38 | 3.27 | 3.61 | 3.70 | 7.89 |
| Draw Down(%) | NA | 0.59 | 7.09 | 7.09 | NA | NA | NA | … | … | 0.29 | 4.08 | 4.26 | 2.76 | 3.78 | 2.87 | 7.08 |
| Yield(%) | 0.00 | 3.43 | 4.29 | 3.88 | 2.25 | 1.50 | 1.13 | … | … | 2.25 | 1.92 | 5.34 | 4.62 | 3.65 | 2.06 | 2.11 |
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 |
|---|---|---|---|---|
| PRLYX (Putnam Retirement Incm Fd Lifstyl 2 Cl Y) |
1.89%
Aug 2014 – Aug 2017 |
3.66%
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 |
|---|---|---|---|---|
| PRLYX (Putnam Retirement Incm Fd Lifstyl 2 Cl Y) |
7.11%
Nov 2011 – Nov 2014 |
5.11%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart