Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRRPX (Putnam Retirement Ready 2025 Fd Cl Y Shs) | NA | 6.14% | 5.87% | 3.09% | 3.24% | 5.05% | 3.84% | … | … |
Data as of 07/28/2025, Common starting date is 12/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRRPX (Putnam Retirement Ready 2025 Fd Cl Y Shs) | 12/22/2004 | 07/28/2025 |
| 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 (%) | 0.60 | 6.14 | 5.87 | 3.09 | 3.24 | 5.05 | 3.84 | … | … | 2.68 | 4.56 | 9.32 | -8.22 | 0.12 | 2.33 | 11.14 | -5.19 | 9.01 | 6.46 | -0.25 | 6.29 | 15.66 | 12.22 | -1.45 | 11.31 | 32.26 | -34.92 | 2.87 | 13.60 | 2.43 | 0.34 |
| Sharpe Ratio | NA | 0.18 | 0.31 | 0.11 | 0.27 | NA | NA | … | … | 0.24 | -0.33 | 0.91 | -1.47 | 0.02 | 0.26 | 2.37 | -1.11 | 2.81 | 1.10 | -0.04 | 1.15 | 2.65 | 1.79 | -0.11 | 0.76 | 1.66 | -1.26 | -0.01 | 1.16 | 0.03 | 2.69 |
| Standard Deviation(%) | NA | 6.39 | 6.11 | 6.03 | 5.94 | NA | NA | … | … | 7.22 | 6.22 | 5.64 | 6.55 | 5.98 | 8.11 | 4.11 | 5.86 | 3.00 | 5.68 | 6.46 | 5.44 | 5.89 | 6.84 | 13.18 | 14.71 | 19.38 | 28.29 | 12.65 | 8.95 | 8.95 | 5.17 |
| Draw Down(%) | NA | 7.27 | 7.27 | 12.92 | 12.93 | NA | NA | … | … | 6.64 | 5.62 | 5.49 | 9.02 | 4.33 | 12.93 | 1.58 | 9.13 | 1.35 | 5.59 | 5.83 | 4.00 | 4.78 | 5.55 | 14.27 | 8.92 | 19.51 | 44.04 | 9.44 | 8.86 | 5.85 | 0.39 |
| Yield(%) | 1.74 | 4.64 | 4.78 | 3.69 | 3.54 | 4.06 | 2.48 | … | … | 1.80 | 3.05 | 3.57 | 6.11 | 3.27 | 1.74 | 3.42 | 6.67 | 2.55 | 1.67 | 2.78 | 1.57 | 1.28 | 1.92 | 3.65 | 3.84 | 1.51 | 3.25 | 22.87 | 8.41 | 0.72 | 0.20 |
Data as of 07/28/2025, Common starting date is 12/22/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRRPX (Putnam Retirement Ready 2025 Fd Cl Y Shs) |
-13.35%
Feb 2006 – Feb 2009 |
-1.21%
May 2007 – May 2012 |
2.33%
Oct 2013 – Oct 2023 |
2.47%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRRPX (Putnam Retirement Ready 2025 Fd Cl Y Shs) |
20.65%
Feb 2009 – Feb 2012 |
16.52%
Feb 2009 – Feb 2014 |
10.14%
Feb 2009 – Feb 2019 |
7.37%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart