Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PRRMX (Putnam Retirement Ready 2020 Fd Cl A Shs) | NA | -0.38% | 1.22% | 2.58% | 4.18% | 2.91% | NA | 3.33% |
Data as of 11/25/2020, AR inception is 12/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRRMX (Putnam Retirement Ready 2020 Fd Cl A Shs) | 12/22/2004 | 11/25/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | -0.38 | 1.22 | 2.58 | 4.18 | 2.91 | NA | 3.33 | -1.06 | 5.79 | -4.52 | 7.27 | 4.49 | -0.57 | 5.19 | 11.44 | 10.07 | -0.75 | 9.49 | 30.06 | -32.87 | 2.09 | 11.40 | 2.16 | 0.22 |
| Sharpe Ratio | NA | -0.51 | -0.14 | 0.27 | 0.65 | NA | NA | 0.21 | -0.22 | 0.98 | -1.32 | 3.09 | 1.05 | -0.12 | 1.27 | 2.53 | 2.04 | -0.08 | 0.64 | 1.89 | -1.37 | -0.09 | 1.04 | 0.00 | 1.66 |
| Standard Deviation(%) | NA | 6.93 | 5.13 | 4.53 | 5.29 | NA | NA | 10.01 | 6.56 | 4.48 | 4.43 | 2.16 | 4.05 | 4.79 | 4.09 | 4.52 | 4.96 | 9.67 | 14.59 | 15.88 | 24.59 | 10.77 | 7.79 | 7.95 | 4.89 |
| Draw Down(%) | NA | 11.40 | 11.40 | 11.40 | 11.40 | NA | NA | 44.99 | 9.58 | 2.89 | 7.13 | 0.80 | 4.25 | 4.41 | 2.99 | 4.13 | 4.00 | 11.06 | 8.37 | 16.15 | 41.27 | 8.15 | 7.34 | 5.25 | 0.44 |
| Yield(%) | 0.01 | 2.87 | 3.29 | 2.86 | 2.92 | 2.45 | 1.96 | 2.61 | 0.01 | 3.10 | 4.90 | 2.43 | 1.07 | 2.90 | 1.21 | 1.10 | 2.20 | 4.36 | 3.70 | 1.79 | 2.49 | 18.89 | 7.66 | 0.69 | 0.17 |
Data as of 11/25/2020, AR inception is 12/22/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRRMX (Putnam Retirement Ready 2020 Fd Cl A Shs) |
-12.25%
Feb 2006 - Feb 2009 |
-1.12%
May 2007 - May 2012 |
2.28%
May 2007 - May 2017 |
3.01%
Sep 2005 - Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRRMX (Putnam Retirement Ready 2020 Fd Cl A Shs) |
17.95%
Feb 2009 - Feb 2012 |
13.94%
Feb 2009 - Feb 2014 |
8.34%
Feb 2009 - Feb 2019 |
3.54%
Jan 2005 - Jan 2020 |
Annualized Rolling Returns Comparison Chart