Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRTWX (Putnam Retirement Advantage 2025 Fund Class R Shares) | NA | 7.09% | 6.80% | 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 |
|---|---|---|
| PRTWX (Putnam Retirement Advantage 2025 Fund Class R 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 (%) | 0.45 | 7.09 | 6.80 | NA | NA | NA | NA | … | … | 4.92 | 8.83 | 10.98 | -13.85 | 6.19 | 5.55 |
| Sharpe Ratio | NA | 0.65 | 0.52 | NA | NA | NA | NA | … | … | 0.82 | 1.02 | 1.28 | -1.56 | 1.13 | 2.81 |
| Standard Deviation(%) | NA | 6.23 | 6.61 | NA | NA | NA | NA | … | … | 7.15 | 5.13 | 5.79 | 9.86 | 5.47 | 6.57 |
| Draw Down(%) | NA | 6.01 | 8.86 | NA | NA | NA | NA | … | … | 5.87 | 2.85 | 5.19 | 17.29 | 2.92 | 3.40 |
| Yield(%) | 2.57 | 5.78 | 3.54 | 3.72 | 1.86 | 1.24 | 0.93 | … | … | 2.69 | 3.34 | 2.93 | 1.39 | 6.51 | 2.07 |
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 |
|---|---|---|---|---|
| PRTWX (Putnam Retirement Advantage 2025 Fund Class R Shares) |
-0.38%
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 |
|---|---|---|---|---|
| PRTWX (Putnam Retirement Advantage 2025 Fund Class R Shares) |
7.79%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart