Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRTJX (Putnam Retirement Advantage 2025 Fund Class C Shares) | NA | 6.85% | 6.46% | NA | NA | NA | NA | … | … |
Data as of 07/28/2025, Common starting date is 09/08/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRTJX (Putnam Retirement Advantage 2025 Fund Class C Shares) | 09/08/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 6.85 | 6.46 | NA | NA | NA | NA | … | … | 4.75 | 8.47 | 10.59 | -14.15 | 5.80 | 5.52 |
| Sharpe Ratio | NA | 0.61 | 0.46 | NA | NA | NA | NA | … | … | 0.78 | 0.93 | 1.22 | -1.55 | 1.08 | 2.78 |
| Standard Deviation(%) | NA | 6.25 | 6.64 | NA | NA | NA | NA | … | … | 7.11 | 5.19 | 5.74 | 10.06 | 5.37 | 6.61 |
| Draw Down(%) | NA | 6.12 | 9.00 | NA | NA | NA | NA | … | … | 5.89 | 2.86 | 5.32 | 17.60 | 2.92 | 3.40 |
| Yield(%) | 2.41 | 5.27 | 3.15 | 3.45 | 1.72 | 1.15 | 0.86 | … | … | 2.51 | 2.96 | 2.40 | 1.30 | 6.40 | 1.95 |
Data as of 07/28/2025, Common starting date is 09/08/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRTJX (Putnam Retirement Advantage 2025 Fund Class C Shares) |
-0.73%
Oct 2020 – Oct 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRTJX (Putnam Retirement Advantage 2025 Fund Class C Shares) |
7.45%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart