Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRZZX (Putnam Retirement Ready 2040 Cl Y Shs) | 3.36% | 12.35% | 12.82% | 4.06% | 7.01% | 7.41% | 5.99% | … | … |
Data as of 06/05/2026, Common starting date is 12/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRZZX (Putnam Retirement Ready 2040 Cl Y 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 (%) | -1.73 | 12.35 | 12.82 | 4.06 | 7.01 | 7.41 | 5.99 | … | … | 3.36 | 9.15 | 11.58 | 17.66 | -20.03 | 8.15 | 10.18 | 17.92 | -8.50 | 17.51 | 7.69 | -0.30 | 7.58 | 25.41 | 16.04 | -3.66 | 13.91 | 32.23 | -37.79 | 2.01 | 15.69 | 3.48 | 0.39 |
| Sharpe Ratio | NA | 1.42 | 1.03 | 0.18 | 0.48 | NA | NA | … | … | 1.02 | 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 |
| Standard Deviation(%) | NA | 8.91 | 10.30 | 11.73 | 11.73 | NA | NA | … | … | 10.39 | 11.82 | 9.72 | 8.91 | 16.71 | 10.07 | 19.46 | 8.10 | 11.21 | 4.93 | 10.37 | 11.39 | 8.94 | 9.09 | 10.99 | 21.11 | 19.16 | 23.77 | 34.79 | 15.48 | 10.72 | 10.23 | 6.06 |
| Draw Down(%) | NA | 7.21 | 15.36 | 23.56 | 23.93 | NA | NA | … | … | 7.21 | 14.81 | 6.11 | 7.96 | 20.30 | 4.25 | 23.93 | 4.48 | 16.34 | 1.43 | 9.82 | 10.44 | 6.75 | 6.32 | 9.38 | 20.86 | 15.25 | 23.43 | 48.26 | 11.45 | 10.84 | 6.95 | 0.42 |
| Yield(%) | 0.00 | 2.05 | 2.21 | 2.55 | 3.97 | 4.45 | 2.46 | … | … | 0.00 | 2.09 | 1.90 | 2.22 | 3.21 | 4.94 | 1.82 | 5.78 | 8.13 | 4.72 | 0.41 | 2.19 | 4.45 | 1.71 | 2.07 | 2.22 | 5.61 | 3.83 | 2.54 | 21.34 | 6.57 | 0.59 | 0.24 |
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 |
|---|---|---|---|---|
| PRZZX (Putnam Retirement Ready 2040 Cl Y Shs) |
-15.61%
Feb 2006 – Feb 2009 |
-2.51%
May 2007 – May 2012 |
4.22%
Feb 2006 – Feb 2016 |
4.11%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRZZX (Putnam Retirement Ready 2040 Cl Y Shs) |
23.28%
Feb 2009 – Feb 2012 |
20.12%
Feb 2009 – Feb 2014 |
12.95%
Feb 2009 – Feb 2019 |
10.26%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart