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PRZZX: Putnam Retirement Ready 2040 Cl Y Shs (MUTUAL FUND)
Basic Info 33.64 0.09(0.27%) June 04
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 12/22/2004 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 2.06% |
| Expenses | 0.85% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| 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(%) | 0.5 | 5.6 | 14.6 | 13.8 | 4.7 | 7.3 | 7.5 | 6.0 | 6.4 | 9.1 | 11.6 | 17.7 | -20.0 | 8.1 | 10.2 | 17.9 | -8.5 | 17.5 | 7.7 | -0.3 | 7.6 | 25.4 | 16.0 | -3.7 | 13.9 | 32.2 | -37.8 | 2.0 | 15.7 | 3.5 | 0.4 |
| Sharpe Ratio | NA | 1.02 | 1.42 | 1.03 | 0.18 | 0.48 | NA | NA | 0.32 | 0.79 | 0.51 | 1.52 | -1.29 | 0.81 | 0.51 | 2.04 | -0.88 | 3.44 | 0.72 | -0.03 | 0.85 | 2.79 | 1.47 | -0.17 | 0.72 | 1.35 | -1.11 | -0.06 | 1.16 | 0.13 | 2.72 |
| Draw Down(%) | NA | 7.2 | 7.2 | 15.4 | 23.6 | 23.9 | NA | NA | 54.8 | 14.8 | 6.1 | 8.0 | 20.3 | 4.2 | 23.9 | 4.5 | 16.3 | 1.4 | 9.8 | 10.4 | 6.8 | 6.3 | 9.4 | 20.9 | 15.3 | 23.4 | 48.3 | 11.4 | 10.8 | 7.0 | 0.4 |
| Standard Deviation(%) | NA | 10.4 | 8.9 | 10.3 | 11.7 | 11.7 | NA | NA | 15.1 | 11.8 | 9.7 | 8.9 | 16.7 | 10.1 | 19.5 | 8.1 | 11.2 | 4.9 | 10.4 | 11.4 | 8.9 | 9.1 | 11.0 | 21.1 | 19.2 | 23.8 | 34.8 | 15.5 | 10.7 | 10.2 | 6.1 |
| Treynor Ratio | NA | 0.12 | 0.14 | 0.12 | 0.03 | 0.07 | NA | NA | 0.05 | 0.11 | 0.06 | 0.17 | -0.28 | 0.1 | 0.15 | 0.59 | -0.15 | 0.2 | 0.1 | 0.0 | 0.09 | 0.3 | 0.18 | -0.04 | 0.14 | 0.34 | -0.41 | -0.01 | 0.11 | 0.0 | 0.0 |
| Alpha | NA | -0.03 | -0.02 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | -0.01 | 0.01 | 0.01 | -0.03 | -0.01 | 0.0 | 0.04 | -0.02 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.01 | -0.01 | 0.0 | 0.02 | -0.03 | -0.02 | 0.0 | NA | NA |
| Beta | NA | 0.86 | 0.89 | 0.91 | 0.84 | 0.79 | NA | NA | 0.89 | 0.86 | 0.9 | 0.8 | 0.76 | 0.82 | 0.66 | 0.28 | 0.65 | 0.84 | 0.78 | 0.86 | 0.86 | 0.86 | 0.88 | 0.91 | 1.0 | 0.95 | 0.94 | 1.05 | 1.12 | NA | NA |
| RSquared | NA | 0.96 | 0.94 | 0.91 | 0.8 | 0.86 | NA | NA | 0.88 | 0.84 | 0.83 | 0.81 | 0.69 | 0.73 | 0.85 | 0.36 | 0.76 | 0.91 | 0.89 | 0.97 | 0.88 | 0.91 | 0.94 | 0.89 | 0.77 | 0.99 | 0.97 | 0.96 | 0.45 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 2.0 | 2.2 | 2.6 | 4.0 | 4.4 | 2.5 | N/A | 2.1 | 1.9 | 2.2 | 3.2 | 4.9 | 1.8 | 5.8 | 8.1 | 4.7 | 0.4 | 2.2 | 4.5 | 1.7 | 2.1 | 2.2 | 5.6 | 3.8 | 2.5 | 21.3 | 6.6 | 0.6 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | 23.9 | -43.0 | -26.9 | N/A | N/A | N/A | N/A | 23.9 | -2.0 | -46.8 | -32.1 | 190.2 | -64.5 | -41.1 | 95.2 | 1137.9 | -81.8 | -48.7 | 211.7 | -5.2 | -11.8 | -57.5 | -41.5 | -6.8 | -90.5 | 248.6 | 1067.0 | 141.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/21/2006
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