Nasdaq - Delayed Quote USD

Putnam Retirement Advantage 2025 Y (PLZYX)

9.94 -0.04 (-0.40%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.84%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 1
Best 1Y Total Return (Apr 24, 2024) 11.70%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 11.70%
Worst 3Y Total Return 1.16%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PLZYX
Category
YTD
3.98%
6.61%
1-Month
2.21%
0.92%
3-Month
3.98%
4.66%
1-Year
12.07%
21.54%
3-Year
2.30%
10.23%
5-Year
0.00%
9.75%
10-Year
0.00%
7.82%
Last Bull Market
14.57%
16.61%
Last Bear Market
-8.65%
-14.25%

Annual Total Return (%) History

Year
PLZYX
Category
2024
--
--
2023
11.70%
--
2022
-13.27%
--
2021
6.87%
--
2020
--
11.84%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.98% -- -- --
2023 3.64% 1.70% -1.99% 8.12%
2022 -4.95% -8.65% -3.66% 3.69%
2021 0.56% 4.54% -0.35% 2.02%
2020 5.55% -- -- --

Rank in Category (By Total Return)

YTD 33
1-Month 32
3-Month 33
1-Year 44
3-Year 46
5-Year --

Load Adjusted Returns

1-Year 12.07%
3-Year 2.30%
5-Year --
10-Year --

Performance & Risk

YTD Return 1.84%
5y Average Return 0.00%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.70
Morningstar Risk Rating

Fund Overview

Category Target-Date 2025
Fund Family Franklin Templeton Investments
Net Assets 13.63M
YTD Return 3.98%
Yield 3.25%
Morningstar Rating
Inception Date Sep 01, 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 2025 (the target date). It 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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