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Putnam Retirement Advantage Maturity Y (PAETX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.22+0.01 (+0.10%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.99%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (6 May 2024)10.89%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return10.89%
Worst 3-yr total return0.91%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPAETXCategory
YTD1.18%3.58%
1-month-2.38%0.73%
3-month0.73%3.29%
1-year8.05%12.52%
3-year0.59%7.60%
5-year0.00%6.39%
10-year0.00%5.12%
Last bull market13.83%8.81%
Last bear market-8.17%-5.68%

Annual total return (%) history

Year
PAETXCategory
2024
N/AN/A
2023
10.89%N/A
2022
-12.50%N/A
2021
5.90%N/A
2020
N/A9.03%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.64%N/AN/AN/A
20233.18%1.42%-1.80%7.90%
2022-4.81%-8.17%-3.60%3.84%
20210.47%3.74%-0.36%1.98%
20204.48%N/AN/AN/A

Rank in category (by total return)

YTD1
1-month45
3-month1
1-year1
3-year14
5-yearN/A

Load adjusted returns

1-year8.05%
3-year0.59%
5-yearN/A
10-yearN/A