Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PRROX (Putnam Retirement Ready 2025 Fd Cl A Shs) | 2.12% | 3.98% | 5.60% | 2.71% | 2.69% | 4.67% | 3.61% | 3.66% |
Data as of 06/20/2025, AR inception is 12/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRROX (Putnam Retirement Ready 2025 Fd Cl A Shs) | 12/22/2004 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 3.98 | 5.60 | 2.71 | 2.69 | 4.67 | 3.61 | 3.66 | 2.12 | 7.34 | 9.06 | -8.48 | -0.11 | 2.10 | 10.85 | -5.42 | 8.90 | 6.00 | -0.50 | 6.29 | 15.09 | 12.00 | -1.75 | 11.09 | 31.87 | -35.07 | 2.61 | 13.27 | 2.34 | 0.35 |
| Sharpe Ratio | NA | 0.12 | 0.39 | 0.12 | 0.22 | NA | NA | 0.22 | 0.21 | 0.14 | 0.86 | -1.50 | -0.02 | 0.23 | 2.29 | -1.15 | 2.82 | 1.03 | -0.08 | 1.17 | 2.59 | 1.77 | -0.14 | 0.74 | 1.64 | -1.27 | -0.03 | 1.12 | 0.02 | 2.73 |
| Standard Deviation(%) | NA | 6.27 | 6.05 | 6.01 | 5.94 | NA | NA | 10.77 | 7.37 | 5.41 | 5.64 | 6.60 | 6.05 | 8.09 | 4.12 | 5.86 | 2.95 | 5.64 | 6.51 | 5.38 | 5.81 | 6.81 | 13.11 | 14.80 | 19.42 | 28.34 | 12.65 | 8.95 | 8.87 | 5.18 |
| Draw Down(%) | NA | 7.34 | 7.34 | 13.34 | 13.34 | NA | NA | 49.33 | 6.71 | 3.13 | 5.52 | 9.21 | 4.37 | 12.99 | 1.63 | 9.35 | 1.17 | 5.62 | 5.90 | 4.02 | 4.85 | 5.57 | 14.33 | 8.96 | 19.54 | 44.16 | 9.47 | 8.90 | 5.88 | 0.37 |
| Yield(%) | 0.00 | 2.56 | 3.98 | 2.93 | 3.03 | 3.54 | 2.42 | 2.45 | 0.00 | 2.72 | 3.28 | 5.84 | 3.01 | 0.25 | 3.43 | 6.46 | 2.30 | 1.49 | 2.59 | 1.34 | 1.01 | 1.66 | 3.32 | 3.59 | 1.42 | 3.04 | 22.66 | 8.20 | 0.65 | 0.19 |
Data as of 06/20/2025, 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 |
|---|---|---|---|---|
| PRROX (Putnam Retirement Ready 2025 Fd Cl A Shs) |
-13.59%
Feb 2006 - Feb 2009 |
-1.47%
May 2007 - May 2012 |
2.08%
Oct 2013 - Oct 2023 |
2.21%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRROX (Putnam Retirement Ready 2025 Fd Cl A Shs) |
20.37%
Feb 2009 - Feb 2012 |
16.23%
Feb 2009 - Feb 2014 |
9.87%
Feb 2009 - Feb 2019 |
7.11%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart