Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRMYX (Putnam Retirement Incm Fd Lifestyle 1 Cl) | 2.46% | 8.36% | 8.33% | 4.18% | 3.76% | 3.49% | 3.16% | … | … |
Data as of 06/04/2026, Common starting date is 11/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRMYX (Putnam Retirement Incm Fd Lifestyle 1 Cl) | 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 (%) | -0.17 | 8.36 | 8.33 | 4.18 | 3.76 | 3.49 | 3.16 | … | … | 2.46 | 8.67 | 6.88 | 9.64 | -4.29 | 0.22 | 1.03 | 8.76 | -3.86 | 7.11 | 2.69 | -0.32 | 4.85 | 5.64 | 7.31 | -0.09 | 5.33 | 29.13 | -24.21 | 2.49 | 2.26 | 0.32 | 0.82 |
| Sharpe Ratio | NA | 1.40 | 0.96 | 0.35 | 0.49 | NA | NA | … | … | 0.66 | 1.03 | 0.62 | 1.02 | -1.26 | 0.05 | 0.14 | 2.98 | -1.68 | 4.15 | 0.91 | -0.12 | 2.10 | 2.21 | 3.13 | -0.03 | 0.40 | 2.87 | -1.60 | -0.15 | -0.30 | -0.56 | 2.13 |
| Standard Deviation(%) | NA | 4.57 | 5.62 | 5.15 | 4.36 | NA | NA | … | … | 5.27 | 5.64 | 5.23 | 5.89 | 4.55 | 3.66 | 5.39 | 2.44 | 3.14 | 1.56 | 2.71 | 3.00 | 2.30 | 2.54 | 2.34 | 4.12 | 13.24 | 10.10 | 15.70 | 4.35 | 3.87 | 3.49 | 2.98 |
| Draw Down(%) | NA | 3.50 | 6.61 | 9.05 | 9.69 | NA | NA | … | … | 3.50 | 6.01 | 3.07 | 5.75 | 7.28 | 2.08 | 9.69 | 1.35 | 5.93 | 0.45 | 3.15 | 2.70 | 1.86 | 2.91 | 1.84 | 6.11 | 8.73 | 10.47 | 31.84 | 3.02 | 2.70 | 2.24 | 0.47 |
| Yield(%) | 0.00 | 3.49 | 3.93 | 3.91 | 3.30 | 3.08 | 1.53 | … | … | 1.09 | 3.73 | 3.82 | 3.59 | 6.65 | 2.62 | 1.95 | 3.28 | 2.90 | 2.50 | 1.55 | 3.74 | 2.62 | 2.24 | 1.42 | 2.10 | 3.31 | 3.36 | 4.92 | 8.20 | 1.22 | 0.93 | 0.12 |
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 |
|---|---|---|---|---|
| PRMYX (Putnam Retirement Incm Fd Lifestyle 1 Cl) |
-9.09%
Feb 2006 – Feb 2009 |
0.05%
Sep 2017 – Sep 2022 |
1.61%
Oct 2013 – Oct 2023 |
1.84%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRMYX (Putnam Retirement Incm Fd Lifestyle 1 Cl) |
13.79%
Feb 2009 – Feb 2012 |
10.36%
Feb 2009 – Feb 2014 |
6.35%
Feb 2009 – Feb 2019 |
5.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart