Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRMAX (Putnam Retirement Incm Fd Lifestyle 1 Cl) | 1.38% | 7.28% | 7.73% | 3.70% | 3.40% | 3.17% | 2.86% | … | … |
Data as of 06/05/2026, Common starting date is 11/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRMAX (Putnam Retirement Incm Fd Lifestyle 1 Cl) | 11/22/2004 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.92 | 7.28 | 7.73 | 3.70 | 3.40 | 3.17 | 2.86 | … | … | 1.38 | 8.37 | 6.65 | 9.36 | -4.48 | -0.15 | 0.87 | 8.46 | -4.12 | 6.87 | 2.45 | -0.58 | 4.54 | 5.40 | 7.08 | -0.39 | 5.18 | 28.76 | -24.40 | 2.28 | 2.16 | 0.20 | 0.83 |
| Sharpe Ratio | NA | 1.00 | 0.79 | 0.23 | 0.40 | NA | NA | … | … | 0.14 | 0.97 | 0.58 | 0.97 | -1.31 | -0.05 | 0.11 | 2.50 | -1.57 | 4.04 | 0.82 | -0.21 | 1.96 | 2.14 | 2.98 | -0.10 | 0.39 | 2.85 | -1.61 | -0.20 | -0.32 | -0.59 | 2.16 |
| Standard Deviation(%) | NA | 4.63 | 5.65 | 5.16 | 4.42 | NA | NA | … | … | 5.31 | 5.66 | 5.20 | 5.93 | 4.52 | 3.69 | 5.38 | 2.79 | 3.52 | 1.54 | 2.73 | 2.96 | 2.31 | 2.51 | 2.37 | 4.16 | 13.21 | 10.06 | 15.71 | 4.35 | 3.87 | 3.48 | 2.96 |
| Draw Down(%) | NA | 3.49 | 6.71 | 9.30 | 9.74 | NA | NA | … | … | 3.49 | 6.07 | 3.02 | 5.77 | 7.46 | 2.23 | 9.74 | 1.90 | 6.15 | 0.45 | 3.13 | 2.73 | 1.83 | 2.94 | 1.87 | 6.17 | 8.71 | 10.48 | 31.92 | 3.05 | 2.73 | 2.24 | 0.48 |
| Yield(%) | 0.00 | 3.27 | 3.69 | 3.69 | 3.06 | 2.84 | 1.45 | … | … | 1.01 | 3.48 | 3.59 | 3.38 | 6.44 | 2.37 | 1.69 | 3.03 | 2.66 | 2.25 | 1.31 | 3.49 | 2.37 | 2.00 | 1.17 | 1.86 | 3.10 | 3.22 | 4.70 | 7.99 | 1.14 | 0.86 | 0.11 |
Data as of 06/05/2026, Common starting date is 11/22/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRMAX (Putnam Retirement Incm Fd Lifestyle 1 Cl) |
-9.27%
Feb 2006 – Feb 2009 |
-0.20%
Sep 2017 – Sep 2022 |
1.35%
Oct 2013 – Oct 2023 |
1.58%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRMAX (Putnam Retirement Incm Fd Lifestyle 1 Cl) |
13.53%
Feb 2009 – Feb 2012 |
10.08%
Feb 2009 – Feb 2014 |
6.09%
Feb 2009 – Feb 2019 |
4.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart