Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRMKX (Putnam Retirement Incm Fd Lifstyl 1 Cl R) | 2.19% | 7.71% | 7.65% | 3.53% | 3.16% | 2.92% | 2.49% | … | … |
Data as of 06/04/2026, Common starting date is 11/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRMKX (Putnam Retirement Incm Fd Lifstyl 1 Cl R) | 11/22/2004 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 7.71 | 7.65 | 3.53 | 3.16 | 2.92 | 2.49 | … | … | 2.19 | 7.97 | 6.25 | 8.83 | -4.81 | -0.48 | 0.54 | 8.19 | -4.38 | 6.62 | 2.20 | -0.83 | 4.28 | 5.14 | 6.82 | -0.63 | 4.98 | 28.36 | -24.58 | -2.04 | 4.25 | 1.68 | 1.03 |
| Sharpe Ratio | NA | 1.26 | 0.84 | 0.22 | 0.35 | NA | NA | … | … | 0.55 | 0.91 | 0.50 | 0.89 | -1.36 | -0.14 | 0.05 | 2.40 | -1.84 | 3.92 | 0.75 | -0.29 | 1.87 | 2.06 | 2.85 | -0.17 | 1.52 | 2.89 | -1.64 | -0.87 | 0.23 | -0.18 | 2.87 |
| Standard Deviation(%) | NA | 4.60 | 5.62 | 5.16 | 4.39 | NA | NA | … | … | 5.34 | 5.61 | 5.24 | 5.89 | 4.60 | 3.64 | 5.40 | 2.80 | 3.14 | 1.53 | 2.66 | 2.99 | 2.28 | 2.48 | 2.39 | 4.01 | 3.22 | 9.77 | 15.48 | 6.01 | 3.66 | 3.30 | 2.93 |
| Draw Down(%) | NA | 3.61 | 6.78 | 9.73 | 9.77 | NA | NA | … | … | 3.61 | 6.08 | 3.08 | 5.87 | 7.71 | 2.42 | 9.77 | 1.91 | 6.36 | 0.45 | 3.14 | 2.83 | 1.91 | 2.96 | 1.89 | 6.26 | 2.42 | 10.54 | 31.89 | 6.03 | 2.25 | 1.97 | 0.42 |
| Yield(%) | 0.00 | 2.91 | 3.28 | 3.35 | 2.75 | 2.54 | 2.50 | … | … | 0.88 | 3.09 | 3.19 | 3.01 | 6.06 | 1.99 | 1.48 | 2.77 | 2.40 | 2.01 | 1.06 | 3.24 | 2.11 | 1.74 | 0.92 | 1.62 | 2.97 | 5.67 | 4.47 | 3.79 | 3.22 | 2.30 | 0.29 |
Data as of 06/04/2026, Common starting date is 11/22/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRMKX (Putnam Retirement Incm Fd Lifstyl 1 Cl R) |
-10.13%
Feb 2006 – Feb 2009 |
-0.55%
Nov 2006 – Nov 2011 |
1.05%
Oct 2013 – Oct 2023 |
1.01%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRMKX (Putnam Retirement Incm Fd Lifstyl 1 Cl R) |
13.28%
Feb 2009 – Feb 2012 |
9.83%
Feb 2009 – Feb 2014 |
5.84%
Feb 2009 – Feb 2019 |
4.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart