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PRRWX: Putnam Retirement Ready 2035 Fd Cl A Sha (MUTUAL FUND)
Basic Info 24.72 0.44(1.75%) June 05
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 12/22/2004 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 2.18% |
| Expenses | 0.60% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 2.3 | 10.1 | 10.9 | 3.3 | 5.8 | 6.2 | 5.1 | 5.1 | 10.3 | 9.2 | 15.2 | -16.1 | 3.5 | 7.6 | 15.5 | -7.7 | 14.8 | 7.2 | -0.5 | 7.5 | 21.8 | 15.1 | -3.7 | 13.2 | 32.6 | -37.3 | 1.9 | 14.6 | 2.5 | 0.4 |
| Sharpe Ratio | NA | 0.81 | 1.31 | 0.96 | 0.12 | 0.44 | NA | NA | 0.28 | 0.75 | 0.29 | 1.42 | -1.35 | 0.36 | 0.48 | 2.09 | -0.96 | 3.31 | 0.78 | -0.06 | 0.94 | 2.65 | 1.51 | -0.19 | 0.78 | 1.42 | -1.15 | -0.08 | 1.13 | 0.03 | 2.84 |
| Draw Down(%) | NA | 6.2 | 6.2 | 13.4 | 21.1 | 21.1 | NA | NA | 53.7 | 12.7 | 6.4 | 7.3 | 16.4 | 5.8 | 20.4 | 3.6 | 14.4 | 1.3 | 8.7 | 9.3 | 6.1 | 6.0 | 8.5 | 19.7 | 12.5 | 22.6 | 47.4 | 10.8 | 10.1 | 6.6 | 0.4 |
| Standard Deviation(%) | NA | 8.7 | 7.5 | 8.9 | 9.9 | 9.8 | NA | NA | 13.7 | 10.0 | 8.8 | 7.8 | 13.0 | 9.7 | 15.5 | 6.7 | 9.5 | 4.3 | 9.0 | 10.0 | 8.0 | 8.2 | 10.0 | 19.3 | 16.8 | 22.9 | 33.1 | 14.4 | 10.1 | 9.9 | 5.7 |
| Treynor Ratio | NA | 0.09 | 0.12 | 0.1 | 0.02 | 0.06 | NA | NA | 0.05 | 0.1 | 0.03 | 0.14 | -0.27 | 0.16 | 0.12 | 0.19 | -0.11 | 0.18 | 0.09 | -0.01 | 0.09 | 0.27 | 0.18 | -0.04 | 0.14 | 0.36 | -0.43 | -0.01 | 0.11 | 0.0 | 0.14 |
| Alpha | NA | -0.03 | -0.02 | -0.01 | -0.01 | -0.01 | NA | NA | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 | 0.02 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.02 | -0.04 | -0.02 | 0.0 | -0.02 | -0.05 |
| Beta | NA | 0.78 | 0.81 | 0.84 | 0.76 | 0.7 | NA | NA | 0.84 | 0.78 | 0.83 | 0.8 | 0.66 | 0.22 | 0.63 | 0.75 | 0.79 | 0.79 | 0.74 | 0.83 | 0.83 | 0.82 | 0.84 | 0.85 | 0.91 | 0.91 | 0.89 | 0.98 | 1.05 | 1.12 | 1.14 |
| RSquared | NA | 0.95 | 0.93 | 0.87 | 0.76 | 0.81 | NA | NA | 0.89 | 0.8 | 0.76 | 0.91 | 0.73 | 0.16 | 0.95 | 0.88 | 0.92 | 0.87 | 0.88 | 0.97 | 0.88 | 0.92 | 0.94 | 0.89 | 0.82 | 0.99 | 0.97 | 0.98 | 0.96 | 0.74 | 0.58 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.2 | 2.6 | 2.7 | 4.9 | 5.7 | 0.0 | 4.8 | 8.8 | 4.0 | 0.8 | 2.6 | 3.9 | 0.9 | 1.4 | 2.7 | 4.7 | 2.7 | 2.9 | 22.9 | 7.7 | 0.6 | 0.2 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -5.5 | 4.4 | -55.5 | -14.7 | 132700.0 | -99.9 | -54.9 | 150.1 | 447.4 | -71.7 | -29.2 | 389.2 | -24.2 | -50.8 | -38.0 | -29.7 | -41.0 | -90.3 | 214.5 | 1183.9 | 176.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/29/2004
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