Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRMFX (Putnam RetirementReady 2025 Fund Class R) | NA | 6.24% | 6.93% | 4.67% | NA | NA | NA | … | … |
Data as of 07/28/2025, Common starting date is 09/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRMFX (Putnam RetirementReady 2025 Fund Class R) | 09/02/2016 | 07/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 6.24 | 6.93 | 4.67 | NA | NA | NA | … | … | 2.67 | 7.69 | 9.46 | -5.68 | 3.99 | 3.26 | 11.27 | -5.11 | 10.95 | 1.27 |
| Sharpe Ratio | NA | 0.19 | 0.49 | 0.39 | NA | NA | NA | … | … | 0.24 | 0.76 | 1.04 | -1.20 | 0.85 | 0.37 | 2.38 | -1.10 | 3.88 | 0.81 |
| Standard Deviation(%) | NA | 6.37 | 5.90 | 5.66 | NA | NA | NA | … | … | 7.22 | 5.39 | 5.65 | 5.97 | 4.66 | 8.08 | 4.12 | 5.90 | 2.66 | 4.55 |
| Draw Down(%) | NA | 7.24 | 7.24 | 9.45 | NA | NA | NA | … | … | 6.63 | 3.09 | 5.43 | 8.96 | 2.33 | 12.93 | 1.57 | 9.03 | 0.84 | 1.83 |
| Yield(%) | 1.78 | 4.74 | 5.69 | 5.12 | 4.10 | 2.74 | 2.05 | … | … | 1.85 | 3.11 | 3.66 | 8.52 | 6.98 | 2.56 | 3.70 | 6.77 | 2.65 | 1.51 |
Data as of 07/28/2025, 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 |
|---|---|---|---|---|
| PRMFX (Putnam RetirementReady 2025 Fund Class R) |
-0.29%
Sep 2019 – Sep 2022 |
1.27%
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 |
|---|---|---|---|---|
| PRMFX (Putnam RetirementReady 2025 Fund Class R) |
7.50%
Jun 2022 – Jun 2025 |
5.24%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart