Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRRTX (Putnman Retirement Ready 2030 Fd Cl Y Sh) | 2.94% | 9.33% | 9.54% | 3.45% | 5.15% | 5.68% | 4.81% | … | … |
Data as of 06/04/2026, Common starting date is 12/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRRTX (Putnman Retirement Ready 2030 Fd Cl Y Sh) | 12/22/2004 | 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 (%) | 0.29 | 9.33 | 9.54 | 3.45 | 5.15 | 5.68 | 4.81 | … | … | 2.94 | 9.09 | 9.26 | 12.17 | -11.69 | 2.81 | 5.45 | 13.45 | -6.22 | 12.56 | 6.59 | -0.22 | 7.18 | 18.93 | 14.05 | -2.79 | 12.68 | 33.42 | -36.28 | 2.27 | 14.27 | 2.96 | 0.37 |
| Sharpe Ratio | NA | 1.38 | 0.98 | 0.14 | 0.48 | NA | NA | … | … | 0.71 | 0.91 | 0.41 | 1.24 | -1.39 | 0.39 | 0.45 | 2.29 | -0.99 | 3.44 | 0.85 | -0.03 | 1.06 | 2.65 | 1.64 | -0.17 | 0.82 | 1.53 | -1.20 | -0.05 | 1.16 | 0.08 | 2.82 |
| Standard Deviation(%) | NA | 5.32 | 6.66 | 7.31 | 7.40 | NA | NA | … | … | 6.13 | 6.94 | 6.46 | 6.46 | 9.42 | 7.20 | 11.58 | 5.25 | 7.67 | 3.49 | 7.48 | 8.29 | 6.76 | 7.14 | 8.63 | 16.64 | 15.36 | 21.73 | 30.86 | 13.45 | 9.56 | 9.30 | 5.48 |
| Draw Down(%) | NA | 4.07 | 9.20 | 15.37 | 16.59 | NA | NA | … | … | 4.07 | 8.47 | 3.69 | 6.17 | 11.93 | 4.12 | 16.59 | 2.54 | 11.62 | 1.04 | 7.18 | 7.53 | 5.05 | 5.51 | 7.18 | 17.51 | 10.95 | 21.59 | 45.91 | 10.11 | 9.53 | 6.23 | 0.38 |
| Yield(%) | 0.00 | 2.23 | 2.76 | 3.18 | 3.64 | 3.78 | 2.39 | … | … | 0.00 | 2.28 | 2.76 | 2.99 | 5.32 | 4.42 | 1.60 | 4.11 | 6.58 | 3.23 | 0.77 | 2.64 | 2.35 | 1.04 | 1.23 | 2.24 | 3.48 | 1.64 | 3.63 | 21.44 | 7.30 | 0.66 | 0.20 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PRRTX (Putnman Retirement Ready 2030 Fd Cl Y Sh) |
-14.55%
Feb 2006 – Feb 2009 |
-1.66%
May 2007 – May 2012 |
3.22%
Oct 2013 – Oct 2023 |
3.19%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRRTX (Putnman Retirement Ready 2030 Fd Cl Y Sh) |
22.24%
Feb 2009 – Feb 2012 |
18.25%
Feb 2009 – Feb 2014 |
11.41%
Feb 2009 – Feb 2019 |
8.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart