Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PRRQX (Putnam Retirement Ready 2030 Fd Cl A Shs) | 1.84% | 3.45% | 6.21% | 3.62% | 3.48% | 5.64% | 4.26% | 4.32% |
Data as of 06/20/2025, AR inception is 12/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRRQX (Putnam Retirement Ready 2030 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 (%) | 0.14 | 3.45 | 6.21 | 3.62 | 3.48 | 5.64 | 4.26 | 4.32 | 1.84 | 5.95 | 11.82 | -12.59 | 1.91 | 5.17 | 13.16 | -6.45 | 12.30 | 6.28 | -0.48 | 7.05 | 18.53 | 13.79 | -3.11 | 12.45 | 33.09 | -36.42 | 2.03 | 13.99 | 2.48 | 0.36 |
| Sharpe Ratio | NA | 0.03 | 0.40 | 0.21 | 0.27 | NA | NA | 0.25 | 0.10 | -0.09 | 1.18 | -1.43 | 0.25 | 0.42 | 2.24 | -1.02 | 3.36 | 0.84 | -0.06 | 1.04 | 2.59 | 1.61 | -0.19 | 0.81 | 1.52 | -1.21 | -0.07 | 1.13 | 0.03 | 2.74 |
| Standard Deviation(%) | NA | 7.59 | 7.66 | 7.73 | 7.79 | NA | NA | 12.31 | 8.84 | 7.16 | 6.45 | 9.79 | 7.63 | 11.57 | 5.25 | 7.65 | 3.49 | 7.24 | 8.27 | 6.74 | 7.13 | 8.61 | 16.69 | 15.35 | 21.71 | 30.80 | 13.43 | 9.54 | 9.40 | 5.44 |
| Draw Down(%) | NA | 9.28 | 9.28 | 16.86 | 16.86 | NA | NA | 52.16 | 8.48 | 6.13 | 6.24 | 12.79 | 4.78 | 16.60 | 2.54 | 11.80 | 1.06 | 7.20 | 7.56 | 5.06 | 5.54 | 7.21 | 17.57 | 10.96 | 21.61 | 46.01 | 10.14 | 9.55 | 6.25 | 0.39 |
| Yield(%) | 0.00 | 2.84 | 4.21 | 3.45 | 3.56 | 4.26 | 2.57 | 2.60 | 0.00 | 3.07 | 3.32 | 6.02 | 4.85 | 0.00 | 4.57 | 7.36 | 3.42 | 0.74 | 2.82 | 2.48 | 0.91 | 1.11 | 2.19 | 3.63 | 1.74 | 3.81 | 23.00 | 7.67 | 0.64 | 0.21 |
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 |
|---|---|---|---|---|
| PRRQX (Putnam Retirement Ready 2030 Fd Cl A Shs) |
-14.75%
Feb 2006 - Feb 2009 |
-1.89%
May 2007 - May 2012 |
2.81%
Oct 2013 - Oct 2023 |
2.89%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRRQX (Putnam Retirement Ready 2030 Fd Cl A Shs) |
21.93%
Feb 2009 - Feb 2012 |
17.96%
Feb 2009 - Feb 2014 |
11.13%
Feb 2009 - Feb 2019 |
8.27%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart