Nasdaq - Delayed Quote USD

Putnam Retirement Advantage 2065 Y (PCKEX)

11.37 +0.14 (+1.25%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.47%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 1
Best 1Y Total Return (Apr 23, 2024) 25.93%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 25.93%
Worst 3Y Total Return 7.44%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PCKEX
Category
YTD
10.68%
0.00%
1-Month
3.81%
0.00%
3-Month
10.68%
0.00%
1-Year
29.34%
0.00%
3-Year
9.15%
0.00%
5-Year
0.00%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
18.17%
0.00%
Last Bear Market
-15.60%
0.00%

Annual Total Return (%) History

Year
PCKEX
Category
2024
--
--
2023
25.93%
--
2022
-18.15%
--
2021
20.33%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.68% -- -- --
2023 7.77% 7.42% -2.92% 12.05%
2022 -5.77% -15.60% -4.84% 8.16%
2021 5.56% 8.09% -1.13% 6.66%

Rank in Category (By Total Return)

YTD 3
1-Month 2
3-Month 3
1-Year 1
3-Year 2
5-Year --

Load Adjusted Returns

1-Year 29.34%
3-Year 9.15%
5-Year --
10-Year --

Performance & Risk

YTD Return 7.47%
5y Average Return 0.00%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.28
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Franklin Templeton Investments
Net Assets 804.19k
YTD Return 10.68%
Yield 1.36%
Morningstar Rating
Inception Date Dec 30, 2020

Fund Summary

The fund's asset allocation strategy may be attractive to investors who plan to retire or otherwise intend to begin making periodic withdrawals of their investments in or about 2065 (the target date). The fund is designed to provide diversification among different asset classes by investing its assets in other Putnam mutual funds, referred to as underlying funds.

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