Nasdaq - Delayed Quote USD

Putnam Sustainable Retirement 2025 A (PRROX)

19.64 +0.08 (+0.41%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.39%
5y Average Return 2.77%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (Apr 26, 2024) 31.86%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 31.86%
Worst 3Y Total Return 0.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PRROX
Category
YTD
3.77%
6.61%
1-Month
1.72%
0.92%
3-Month
3.77%
4.66%
1-Year
10.58%
21.54%
3-Year
3.16%
10.23%
5-Year
3.46%
9.75%
10-Year
3.69%
7.82%
Last Bull Market
9.39%
16.61%
Last Bear Market
-5.07%
-14.25%

Annual Total Return (%) History

Year
PRROX
Category
2024
--
--
2023
9.07%
--
2022
-5.99%
--
2021
3.60%
--
2020
2.96%
11.84%
2019
10.85%
18.25%
2018
-5.45%
-5.34%
2017
10.56%
14.67%

2016
4.41%
6.73%
2015
-0.49%
-1.59%
2014
7.04%
5.07%
2013
14.28%
15.30%
2012
12.00%
13.03%
2011
-1.77%
-2.06%
2010
11.08%
13.29%
2009
31.86%
28.32%
2008
-35.04%
-34.15%
2007
2.10%
6.52%
2006
13.27%
14.16%
2005
6.92%
6.59%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.77% -- -- --
2023 2.35% 1.28% -2.74% 8.18%
2022 -2.06% -5.07% -1.92% 3.10%
2021 0.41% 2.81% -1.15% 1.52%
2020 -7.74% 5.67% 1.95% 3.58%
2019 6.12% 2.34% 1.24% 0.82%
2018 -1.62% 0.98% 1.81% -6.51%
2017 2.99% 1.80% 2.67% 2.71%
2016 -0.68% 1.43% 2.47% 1.15%
2015 2.27% -0.60% -3.63% 1.58%

2014 1.85% 2.55% -0.10% 2.58%
2013 5.33% -0.48% 3.57% 5.28%
2012 8.25% -2.02% 4.71% 0.84%
2011 4.03% -0.06% -10.72% 5.83%
2010 3.89% -6.20% 7.59% 5.95%
2009 -6.12% 17.52% 14.74% 4.17%
2008 -8.74% -0.28% -10.84% -19.94%
2007 1.60% 4.51% -0.55% -3.31%
2006 4.75% -1.85% 3.34% 6.60%
2005 -1.77% 1.65% 4.62% 2.34%

Rank in Category (By Total Return)

YTD 49
1-Month 97
3-Month 49
1-Year 76
3-Year 6
5-Year 97

Load Adjusted Returns

1-Year 4.22%
3-Year 1.14%
5-Year 2.24%
10-Year 3.07%

Performance & Risk

YTD Return 1.39%
5y Average Return 2.77%
Rank in Category (ytd) 49
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.49
Morningstar Risk Rating

Fund Overview

Category Target-Date 2025
Fund Family Franklin Templeton Investments
Net Assets 237.28M
YTD Return 3.77%
Yield 2.99%
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 2025. It is designed to provide diversification among different asset classes by investing its assets in the underlying funds.

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