Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRRYX (Putnam Retirement Ready 2035 Fd Cl Y Shs) | 4.28% | 12.12% | 11.86% | 4.36% | 6.42% | 6.80% | 5.60% | … | … |
Data as of 06/04/2026, Common starting date is 12/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRRYX (Putnam Retirement Ready 2035 Fd Cl Y Shs) | 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 (%) | 0.44 | 12.12 | 11.86 | 4.36 | 6.42 | 6.80 | 5.60 | … | … | 4.28 | 7.85 | 12.00 | 15.47 | -14.84 | 4.81 | 7.96 | 15.74 | -7.49 | 15.02 | 7.59 | -0.29 | 7.64 | 22.22 | 15.35 | -3.45 | 13.52 | 32.97 | -37.14 | 2.11 | 14.91 | 3.04 | 0.40 |
| Sharpe Ratio | NA | 1.35 | 0.99 | 0.20 | 0.50 | NA | NA | … | … | 0.84 | 0.78 | 1.01 | 1.52 | -1.32 | 0.53 | 0.50 | 2.14 | -0.94 | 3.36 | 0.82 | -0.03 | 0.95 | 2.70 | 1.54 | -0.18 | 0.80 | 1.43 | -1.15 | -0.07 | 1.14 | 0.08 | 2.87 |
| Standard Deviation(%) | NA | 7.53 | 8.90 | 9.63 | 9.62 | NA | NA | … | … | 8.74 | 10.02 | 8.33 | 7.82 | 12.38 | 9.01 | 15.46 | 6.68 | 9.52 | 4.30 | 8.99 | 10.01 | 7.99 | 8.23 | 10.05 | 19.32 | 16.84 | 22.91 | 33.05 | 14.35 | 10.10 | 9.83 | 5.69 |
| Draw Down(%) | NA | 6.16 | 13.36 | 19.06 | 20.30 | NA | NA | … | … | 6.16 | 12.68 | 4.74 | 7.25 | 15.08 | 4.83 | 20.30 | 3.55 | 14.17 | 1.26 | 8.68 | 9.17 | 6.01 | 6.03 | 8.49 | 19.60 | 12.44 | 22.61 | 47.25 | 10.78 | 10.10 | 6.59 | 0.39 |
| Yield(%) | 0.00 | 1.92 | 2.30 | 2.82 | 3.68 | 4.01 | 2.40 | … | … | 0.00 | 1.96 | 2.21 | 2.40 | 4.19 | 4.96 | 1.13 | 4.04 | 7.73 | 3.60 | 0.79 | 2.43 | 3.53 | 1.05 | 1.46 | 2.62 | 4.33 | 2.51 | 2.73 | 21.18 | 7.25 | 0.64 | 0.22 |
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 |
|---|---|---|---|---|
| PRRYX (Putnam Retirement Ready 2035 Fd Cl Y Shs) |
-15.16%
Feb 2006 – Feb 2009 |
-2.10%
May 2007 – May 2012 |
3.92%
Oct 2013 – Oct 2023 |
3.66%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRRYX (Putnam Retirement Ready 2035 Fd Cl Y Shs) |
22.90%
Feb 2009 – Feb 2012 |
19.36%
Feb 2009 – Feb 2014 |
12.30%
Feb 2009 – Feb 2019 |
9.66%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart