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Putnam Retirement Advantage 2025 R (PRTWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.30-0.02 (-0.19%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.10%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (27 Jun 2024)10.98%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return10.98%
Worst 3-yr total return0.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPRTWXCategory
YTD3.88%6.61%
1-month2.62%0.92%
3-month2.21%4.66%
1-year11.47%21.54%
3-year0.74%10.23%
5-year0.00%9.75%
10-year0.00%7.82%
Last bull market13.92%16.61%
Last bear market-8.86%-14.25%

Annual total return (%) history

Year
PRTWXCategory
2024
N/AN/A
2023
10.98%N/A
2022
-13.85%N/A
2021
6.20%N/A
2020
N/A11.84%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.78%N/AN/AN/A
20233.42%1.60%-2.10%7.89%
2022-5.05%-8.86%-3.89%3.57%
20210.37%4.36%-0.44%1.83%
20205.34%N/AN/AN/A

Rank in category (by total return)

YTD37
1-month83
3-month32
1-year70
3-year67
5-yearN/A

Load adjusted returns

1-year11.47%
3-year0.74%
5-yearN/A
10-yearN/A