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Putnam Retirement Advantage 2025 Y (PLZYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.33-0.03 (-0.29%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.41%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (27 Jun 2024)11.70%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return11.70%
Worst 3-yr total return1.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLZYXCategory
YTD4.18%6.61%
1-month2.72%0.92%
3-month2.41%4.66%
1-year12.17%21.54%
3-year1.40%10.23%
5-year0.00%9.75%
10-year0.00%7.82%
Last bull market14.25%16.61%
Last bear market-8.65%-14.25%

Annual total return (%) history

Year
PLZYXCategory
2024
N/AN/A
2023
11.70%N/A
2022
-13.27%N/A
2021
6.87%N/A
2020
N/A11.84%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.98%N/AN/AN/A
20233.64%1.70%-1.99%8.12%
2022-4.95%-8.65%-3.66%3.69%
20210.56%4.54%-0.35%2.02%
20205.55%N/AN/AN/A

Rank in category (by total return)

YTD23
1-month75
3-month20
1-year48
3-year26
5-yearN/A

Load adjusted returns

1-year12.17%
3-year1.40%
5-yearN/A
10-yearN/A