Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PRRYX (Putnam Retirement Ready 2035 Fd Cl Y Shs) | 4.68% | 6.50% | 9.24% | 5.86% | 5.31% | 7.61% | 5.45% | 5.48% |
Data as of 07/03/2025, AR inception 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 | 07/03/2025 |
| 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 (%) | 0.98 | 6.50 | 9.24 | 5.86 | 5.31 | 7.61 | 5.45 | 5.48 | 4.68 | 9.82 | 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 | 0.30 | 0.59 | 0.41 | 0.39 | NA | NA | 0.30 | 0.52 | 0.37 | 1.45 | -1.32 | 0.53 | 0.50 | 2.15 | -0.93 | 3.36 | 0.82 | -0.03 | 0.95 | 2.70 | 1.54 | -0.18 | 0.80 | 1.44 | -1.15 | -0.06 | 1.16 | 0.09 | 2.92 |
| Standard Deviation(%) | NA | 10.81 | 9.85 | 9.81 | 9.93 | NA | NA | 13.85 | 12.49 | 8.65 | 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 | 13.36 | 13.36 | 19.06 | 20.30 | NA | NA | 53.55 | 12.68 | 6.02 | 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 | 1.99 | 3.07 | 3.08 | 3.55 | 4.79 | 2.53 | 2.55 | 0.00 | 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 07/03/2025, 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 |
|---|---|---|---|---|
| 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