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PRRTX: Putnman Retirement Ready 2030 Fd Cl Y Sh (MUTUAL FUND)
Basic Info 27 0.32(1.17%) June 05
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 12/22/2004 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 2.24% |
| Expenses | 0.60% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 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(%) | -1.0 | 1.7 | 8.3 | 9.1 | 3.2 | 5.0 | 5.5 | 4.7 | 5.0 | 9.1 | 9.3 | 12.2 | -11.7 | 2.8 | 5.5 | 13.4 | -6.2 | 12.6 | 6.6 | -0.2 | 7.2 | 18.9 | 14.1 | -2.8 | 12.7 | 33.4 | -36.3 | 2.3 | 14.3 | 3.0 | 0.4 |
| Sharpe Ratio | NA | 0.25 | 1.03 | 0.87 | 0.09 | 0.46 | NA | NA | 0.29 | 0.91 | 0.41 | 1.24 | -1.39 | 0.39 | 0.45 | 2.29 | -0.99 | 3.44 | 0.85 | -0.03 | 1.06 | 2.65 | 1.64 | -0.17 | 0.82 | 1.53 | -1.2 | -0.05 | 1.16 | 0.08 | 2.82 |
| Draw Down(%) | NA | 4.1 | 4.1 | 9.2 | 15.4 | 16.6 | NA | NA | 52.0 | 8.5 | 3.7 | 6.2 | 11.9 | 4.1 | 16.6 | 2.5 | 11.6 | 1.0 | 7.2 | 7.5 | 5.0 | 5.5 | 7.2 | 17.5 | 11.0 | 21.6 | 45.9 | 10.1 | 9.5 | 6.2 | 0.4 |
| Standard Deviation(%) | NA | 6.3 | 5.5 | 6.7 | 7.3 | 7.4 | NA | NA | 12.1 | 6.9 | 6.5 | 6.5 | 9.4 | 7.2 | 11.6 | 5.3 | 7.7 | 3.5 | 7.5 | 8.3 | 6.8 | 7.1 | 8.6 | 16.6 | 15.4 | 21.7 | 30.9 | 13.4 | 9.6 | 9.3 | 5.5 |
| Treynor Ratio | NA | 0.03 | 0.09 | 0.08 | 0.01 | 0.06 | NA | NA | 0.04 | 0.11 | 0.04 | 0.13 | -0.24 | 0.04 | 0.11 | 0.19 | -0.11 | 0.17 | 0.09 | 0.0 | 0.09 | 0.24 | 0.18 | -0.04 | 0.15 | 0.36 | -0.42 | -0.01 | 0.11 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | -0.01 | 0.0 | -0.01 | 0.0 | NA | NA | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | -0.02 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.03 | -0.04 | -0.02 | 0.0 | NA | NA |
| Beta | NA | 0.6 | 0.62 | 0.7 | 0.62 | 0.59 | NA | NA | 0.79 | 0.57 | 0.63 | 0.64 | 0.54 | 0.68 | 0.49 | 0.64 | 0.7 | 0.7 | 0.7 | 0.76 | 0.78 | 0.78 | 0.79 | 0.8 | 0.85 | 0.93 | 0.88 | 0.96 | 1.03 | NA | NA |
| RSquared | NA | 0.95 | 0.9 | 0.88 | 0.78 | 0.82 | NA | NA | 0.85 | 0.75 | 0.73 | 0.7 | 0.77 | 0.65 | 0.84 | 0.83 | 0.88 | 0.84 | 0.92 | 0.96 | 0.87 | 0.91 | 0.93 | 0.87 | 0.72 | 0.99 | 0.96 | 0.98 | 0.58 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 2.2 | 2.8 | 3.2 | 3.6 | 3.8 | 2.4 | N/A | 2.3 | 2.8 | 3.0 | 5.3 | 4.4 | 1.6 | 4.1 | 6.6 | 3.2 | 0.8 | 2.6 | 2.3 | 1.0 | 1.2 | 2.2 | 3.5 | 1.6 | 3.6 | 21.4 | 7.3 | 0.7 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | -11.4 | -36.7 | 8.0 | N/A | N/A | N/A | N/A | -11.4 | -0.2 | -53.2 | 19.4 | 185.1 | -57.5 | -45.7 | 124.0 | 347.7 | -72.0 | 18.7 | 160.2 | -3.8 | -47.9 | -30.1 | -9.7 | -72.0 | -86.5 | 209.1 | 1051.9 | 223.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/21/2006
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