It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
PRRPX: Putnam Retirement Ready 2025 Fd Cl Y Shs (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (91%) |
| Start Date: | 12/22/2004 |
| Last Dividend Date: | 07/23/2025 |
| 12-Mo. Yield | 4.64% |
| Expenses | 0.75% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/28/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/21/2006 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | 4.3 | 5.3 | 2.7 | 3.1 | 5.0 | 3.8 | 4.1 | 2.7 | 4.6 | 9.3 | -8.2 | 0.1 | 2.3 | 11.1 | -5.2 | 9.0 | 6.5 | -0.3 | 6.3 | 15.7 | 12.2 | -1.5 | 11.3 | 32.3 | -34.9 | 2.9 | 13.6 | 2.4 | 0.3 |
| Sharpe Ratio | NA | 0.18 | 0.31 | 0.11 | 0.27 | NA | NA | 0.25 | 0.24 | -0.33 | 0.91 | -1.47 | 0.02 | 0.26 | 2.37 | -1.11 | 2.81 | 1.1 | -0.04 | 1.15 | 2.65 | 1.79 | -0.11 | 0.76 | 1.66 | -1.26 | -0.01 | 1.16 | 0.03 | 2.69 |
| Draw Down(%) | NA | 7.3 | 7.3 | 12.9 | 12.9 | NA | NA | 49.1 | 6.6 | 5.6 | 5.5 | 9.0 | 4.3 | 12.9 | 1.6 | 9.1 | 1.3 | 5.6 | 5.8 | 4.0 | 4.8 | 5.6 | 14.3 | 8.9 | 19.5 | 44.0 | 9.4 | 8.9 | 5.9 | 0.4 |
| Standard Deviation(%) | NA | 6.4 | 6.1 | 6.0 | 5.9 | NA | NA | 10.7 | 7.2 | 6.2 | 5.6 | 6.5 | 6.0 | 8.1 | 4.1 | 5.9 | 3.0 | 5.7 | 6.5 | 5.4 | 5.9 | 6.8 | 13.2 | 14.7 | 19.4 | 28.3 | 12.7 | 9.0 | 9.0 | 5.2 |
| Treynor Ratio | NA | 0.02 | 0.04 | 0.02 | 0.09 | NA | NA | 0.05 | 0.03 | -0.06 | 0.08 | -0.23 | 0.01 | 0.06 | 3.87 | -0.5 | 0.15 | 0.12 | 0.0 | 0.09 | 0.23 | 0.18 | -0.02 | 0.15 | 0.35 | -0.4 | 0.0 | 0.1 | 0.0 | 0.13 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.03 | -0.02 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.03 | -0.05 | -0.02 | 0.0 | -0.01 | -0.04 |
| Beta | NA | 0.5 | 0.52 | 0.37 | 0.19 | NA | NA | 0.5 | 0.64 | 0.35 | 0.62 | 0.42 | 0.15 | 0.37 | 0.03 | 0.13 | 0.56 | 0.54 | 0.65 | 0.69 | 0.69 | 0.7 | 0.71 | 0.76 | 0.91 | 0.89 | 0.98 | 1.07 | 1.25 | 1.1 |
| RSquared | NA | 0.6 | 0.65 | 0.48 | 0.29 | NA | NA | 0.55 | 0.76 | 0.32 | 0.73 | 0.75 | 0.13 | 0.77 | 0.05 | 0.21 | 0.58 | 0.75 | 0.94 | 0.85 | 0.88 | 0.92 | 0.87 | 0.5 | 0.98 | 0.96 | 0.96 | 0.95 | 0.69 | 0.47 |
| Yield(%) | N/A | 4.6 | 4.8 | 3.7 | 3.5 | 4.1 | 2.5 | N/A | 1.8 | 3.0 | 3.6 | 6.1 | 3.3 | 1.7 | 3.4 | 6.7 | 2.6 | 1.7 | 2.8 | 1.6 | 1.3 | 1.9 | 3.6 | 3.8 | 1.5 | 3.2 | 22.9 | 8.4 | 0.7 | 0.2 |
| Dividend Growth(%) | N/A | 45.8 | 62.2 | 7.9 | N/A | N/A | N/A | N/A | -37.7 | -10.2 | -49.9 | 82.0 | 87.6 | -45.1 | -54.8 | 182.5 | 58.5 | -41.9 | 87.6 | 36.5 | -25.8 | -50.1 | 1.6 | 7.6 | -70.5 | -88.8 | 181.7 | 1112.5 | 262.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/21/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2021-2025 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2021-2025
Best Mutual Funds
- ARWFX (ONE CHOICE 2025 PORTFOLIO I CLASS) (100%)
- ARWIX (ONE CHOICE 2025 PORTFOLIO INVESTOR CLASS) (99%)
- VTTVX (Vanguard Target Retirement 2025) (97%)
- TRRHX (T. ROWE PRICE RETIREMENT 2025 FUND T. ROWE PRICE RETIREMENT 2025 FUND) (96%)
- FFTWX (FIDELITY FREEDOM 2025 FUND FIDELITY FREEDOM 2025 FUND) (95%)
- FITWX (FIDELITY ADVISOR FREEDOM 2025 FUND CLASS I) (94%)
- TCLFX (TIAA-CREF LIFECYCLE 2025 FUND RETIREMENT CLASS) (92%)
- PRRPX (Putnam Retirement Ready 2025 Fd Cl Y Shs) (91%)
- ISZIX (VOYA SOLUTION 2025 PORTFOLIO CLASS I) (90%)
- GMWZX (MYDESTINATION 2025 FUND INVESTOR) (87%)
Latest Articles Related to PRRPX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
