Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRMLX (Putnam Retirement Incm Fd Lifstyl 1 Cl B) | NA | 6.75% | 4.10% | 2.83% | 1.61% | 2.18% | 1.72% | … | … |
Data as of 04/21/2025, Common starting date is 11/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRMLX (Putnam Retirement Incm Fd Lifstyl 1 Cl B) | 11/22/2004 | 04/21/2025 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.75 | 4.10 | 2.83 | 1.61 | 2.18 | 1.72 | … | … | 0.00 | 6.85 | 8.46 | -5.18 | -0.85 | 0.00 | 7.73 | -4.87 | 6.02 | 1.71 | -1.33 | 3.78 | 4.63 | 6.27 | -1.16 | 4.45 | 27.78 | -24.93 | -2.56 | 3.73 | 1.17 | 1.01 |
| Sharpe Ratio | NA | 0.24 | -0.05 | 0.05 | -0.02 | NA | NA | … | … | 0.00 | 0.06 | 0.72 | -1.43 | -0.24 | -0.04 | 2.55 | -1.98 | 3.61 | 0.57 | -0.46 | 1.64 | 1.80 | 2.64 | -0.30 | 1.36 | 2.84 | -1.67 | -0.93 | 0.13 | -0.30 | 2.80 |
| Standard Deviation(%) | NA | 3.24 | 4.91 | 4.45 | 3.89 | NA | NA | … | … | NA | 4.48 | 5.92 | 4.61 | 3.71 | 5.37 | 2.48 | 3.13 | 1.50 | 2.63 | 2.97 | 2.29 | 2.55 | 2.37 | 3.96 | 3.20 | 9.75 | 15.41 | 6.03 | 3.68 | 3.30 | 2.98 |
| Draw Down(%) | NA | 1.59 | 5.98 | 10.11 | 10.11 | NA | NA | … | … | 0.00 | 3.11 | 5.98 | 7.90 | 2.58 | 9.76 | 1.39 | 6.84 | 0.46 | 3.21 | 3.02 | 1.94 | 2.99 | 1.90 | 6.45 | 2.51 | 10.59 | 32.07 | 6.15 | 2.38 | 2.01 | 0.47 |
| Yield(%) | 0.00 | 1.10 | 3.36 | 2.55 | 2.19 | 2.13 | 2.12 | … | … | 0.00 | 1.73 | 2.77 | 5.86 | 1.67 | 1.04 | 2.31 | 2.12 | 1.94 | 0.87 | 3.07 | 1.95 | 1.59 | 0.75 | 1.33 | 2.46 | 5.13 | 3.97 | 3.26 | 2.66 | 1.80 | 0.21 |
Data as of 04/21/2025, 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 |
|---|---|---|---|---|
| PRMLX (Putnam Retirement Incm Fd Lifstyl 1 Cl B) |
-10.56%
Feb 2006 – Feb 2009 |
-1.05%
Nov 2006 – Nov 2011 |
0.59%
Oct 2013 – Oct 2023 |
0.52%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRMLX (Putnam Retirement Incm Fd Lifstyl 1 Cl B) |
12.70%
Feb 2009 – Feb 2012 |
9.28%
Feb 2009 – Feb 2014 |
5.31%
Feb 2009 – Feb 2019 |
4.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart