Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PRVLX (Putnam Retirement Ready 2045 Fd Cl A Shs) | -1.38% | 3.71% | 6.31% | 6.77% | 5.08% | 7.29% | 5.63% | 5.50% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRVLX (Putnam Retirement Ready 2045 Fd Cl A Shs) | 12/22/2004 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 12/22/2004.
AR inception is since 12/22/2004.
| 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 (%) | 0.09 | 3.71 | 6.31 | 6.77 | 5.08 | 7.29 | 5.63 | 5.50 | -1.38 | 14.14 | 19.14 | -22.29 | 7.74 | 11.59 | 19.22 | -9.25 | 18.27 | 7.75 | -0.52 | 7.67 | 26.43 | 15.96 | -4.00 | 13.75 | 31.14 | -38.60 | 1.81 | 16.00 | 3.25 | 0.33 |
| Sharpe Ratio | NA | -0.01 | 0.05 | 0.33 | 0.25 | NA | NA | 0.25 | -0.39 | 0.71 | 1.53 | -1.24 | 0.63 | 0.49 | 1.92 | -0.87 | 3.28 | 0.65 | -0.05 | 0.81 | 2.78 | 1.41 | -0.18 | 0.64 | 1.26 | -1.08 | -0.07 | 1.14 | 0.11 | 2.08 |
| Standard Deviation(%) | NA | 14.06 | 14.34 | 13.91 | 13.72 | NA | NA | 16.61 | 18.87 | 10.64 | 9.79 | 19.10 | 12.18 | 22.98 | 9.27 | 12.19 | 5.41 | 11.62 | 12.22 | 9.45 | 9.49 | 11.41 | 22.30 | 21.36 | 24.57 | 36.48 | 16.08 | 11.20 | 10.28 | 6.38 |
| Draw Down(%) | NA | 16.89 | 16.89 | 27.38 | 27.38 | NA | NA | 56.19 | 16.43 | 6.91 | 8.51 | 22.57 | 6.33 | 26.92 | 5.20 | 17.83 | 1.53 | 10.68 | 11.26 | 7.16 | 6.49 | 10.00 | 21.59 | 17.38 | 24.31 | 49.31 | 12.13 | 11.33 | 7.01 | 0.49 |
| Yield(%) | 0.00 | 1.91 | 2.67 | 3.31 | 4.25 | 5.58 | 2.99 | 2.92 | 0.00 | 2.10 | 2.49 | 3.29 | 6.34 | 0.01 | 7.46 | 11.81 | 5.06 | 0.58 | 2.21 | 5.31 | 1.66 | 2.90 | 3.02 | 7.31 | 4.93 | 3.55 | 25.39 | 6.58 | 0.59 | 0.28 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRVLX (Putnam Retirement Ready 2045 Fd Cl A Shs) |
-16.25%
Feb 2006 - Feb 2009 |
-3.13%
May 2007 - May 2012 |
3.94%
Feb 2006 - Feb 2016 |
3.88%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRVLX (Putnam Retirement Ready 2045 Fd Cl A Shs) |
23.23%
Feb 2009 - Feb 2012 |
20.22%
Feb 2009 - Feb 2014 |
13.03%
Feb 2009 - Feb 2019 |
10.33%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart