Nasdaq - Delayed Quote USD

Putnam Sustainable Retirement 2040 A (PRRZX)

21.56 -0.03 (-0.14%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 4.61%
5y Average Return 6.97%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (Apr 25, 2024) 31.84%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 31.84%
Worst 3Y Total Return 2.71%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PRRZX
Category
YTD
8.44%
10.80%
1-Month
2.52%
1.06%
3-Month
8.44%
6.14%
1-Year
21.73%
33.59%
3-Year
6.74%
12.99%
5-Year
8.11%
12.87%
10-Year
7.02%
9.72%
Last Bull Market
23.90%
19.05%
Last Bear Market
-10.65%
-17.54%

Annual Total Return (%) History

Year
PRRZX
Category
2024
--
--
2023
17.38%
--
2022
-12.29%
--
2021
12.38%
--
2020
9.94%
14.56%
2019
17.59%
23.19%
2018
-8.78%
-7.74%
2017
17.95%
19.52%

2016
6.73%
7.95%
2015
-0.51%
-1.99%
2014
8.54%
5.25%
2013
23.75%
19.97%
2012
15.72%
14.64%
2011
-3.90%
-3.49%
2010
13.65%
14.37%
2009
31.84%
30.90%
2008
-37.92%
-37.94%
2007
1.58%
6.21%
2006
15.40%
14.67%
2005
7.97%
7.41%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.44% -- -- --
2023 4.57% 4.48% -3.52% 11.36%
2022 -3.95% -10.65% -3.25% 5.63%
2021 3.17% 5.69% -1.08% 4.20%
2020 -15.09% 13.12% 5.12% 8.88%
2019 9.83% 2.53% 0.27% 4.13%
2018 -1.64% 1.33% 3.59% -11.64%
2017 4.74% 2.89% 4.48% 4.75%
2016 -1.11% 1.27% 4.13% 2.35%
2015 3.18% -0.28% -6.90% 3.86%

2014 2.08% 3.62% -0.67% 3.30%
2013 7.92% 0.52% 5.53% 8.10%
2012 11.73% -3.90% 6.15% 1.53%
2011 4.81% -0.19% -15.88% 9.20%
2010 4.67% -9.61% 10.93% 8.28%
2009 -8.79% 19.41% 16.18% 4.20%
2008 -10.30% -0.35% -12.28% -20.83%
2007 1.75% 5.39% -1.03% -4.28%
2006 5.87% -2.15% 3.41% 7.73%
2005 -2.01% 1.53% 5.72% 2.66%

Rank in Category (By Total Return)

YTD 3
1-Month 92
3-Month 3
1-Year 4
3-Year 2
5-Year 89

Load Adjusted Returns

1-Year 14.73%
3-Year 4.65%
5-Year 6.84%
10-Year 6.39%

Performance & Risk

YTD Return 4.61%
5y Average Return 6.97%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family Franklin Templeton Investments
Net Assets 242.48M
YTD Return 8.44%
Yield 2.06%
Morningstar Rating
Inception Date Nov 01, 2004

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 2040. It is designed to provide diversification among different asset classes by investing its assets in the underlying funds.

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