Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRRQX (Putnam Retirement Ready 2030 Fd Cl A Shs) | 1.60% | 8.01% | 8.82% | 2.61% | 4.61% | 5.23% | 4.41% | … | … |
Data as of 06/05/2026, Common starting date is 12/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRRQX (Putnam Retirement Ready 2030 Fd Cl A Shs) | 12/22/2004 | 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 (%) | -0.98 | 8.01 | 8.82 | 2.61 | 4.61 | 5.23 | 4.41 | … | … | 1.60 | 8.36 | 8.98 | 11.82 | -12.59 | 1.91 | 5.17 | 13.16 | -6.45 | 12.30 | 6.28 | -0.48 | 7.05 | 18.53 | 13.79 | -3.11 | 12.45 | 33.09 | -36.42 | 2.03 | 13.99 | 2.48 | 0.36 |
| Sharpe Ratio | NA | 0.98 | 0.83 | 0.02 | 0.40 | NA | NA | … | … | 0.20 | 0.79 | 0.83 | 1.27 | -1.44 | 0.25 | 0.42 | 2.22 | -1.03 | 3.35 | 0.84 | -0.06 | 1.04 | 2.59 | 1.61 | -0.19 | 0.80 | 1.52 | -1.21 | -0.08 | 1.11 | 0.02 | 2.69 |
| Standard Deviation(%) | NA | 5.46 | 6.68 | 7.51 | 7.47 | NA | NA | … | … | 6.31 | 6.94 | 6.43 | 6.47 | 9.79 | 7.63 | 11.57 | 5.25 | 7.65 | 3.49 | 7.24 | 8.27 | 6.74 | 7.13 | 8.61 | 16.69 | 15.35 | 21.71 | 30.80 | 13.43 | 9.54 | 9.40 | 5.44 |
| Draw Down(%) | NA | 4.13 | 9.28 | 16.86 | 16.86 | NA | NA | … | … | 4.13 | 8.48 | 3.70 | 6.24 | 12.79 | 4.78 | 16.60 | 2.54 | 11.80 | 1.06 | 7.20 | 7.56 | 5.06 | 5.54 | 7.21 | 17.57 | 10.96 | 21.61 | 46.01 | 10.14 | 9.55 | 6.25 | 0.39 |
| Yield(%) | 0.00 | 2.43 | 3.03 | 3.46 | 3.75 | 3.83 | 2.46 | … | … | 0.00 | 2.47 | 3.07 | 3.32 | 6.02 | 4.85 | 0.00 | 4.57 | 7.36 | 3.42 | 0.74 | 2.82 | 2.48 | 0.91 | 1.11 | 2.19 | 3.63 | 1.74 | 3.81 | 23.00 | 7.67 | 0.64 | 0.21 |
Data as of 06/05/2026, Common starting date is 12/22/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRRQX (Putnam Retirement Ready 2030 Fd Cl A Shs) |
-14.75%
Feb 2006 – Feb 2009 |
-1.89%
May 2007 – May 2012 |
2.81%
Oct 2013 – Oct 2023 |
2.89%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRRQX (Putnam Retirement Ready 2030 Fd Cl A Shs) |
21.93%
Feb 2009 – Feb 2012 |
17.96%
Feb 2009 – Feb 2014 |
11.13%
Feb 2009 – Feb 2019 |
8.27%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart