Nasdaq - Delayed Quote • USD
Putnam Sustainable Retirement 2025 A (PRROX)
At close: 8:01 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.86% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 5 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PRROX | Category Average | PRROX | Category Average | PRROX | Category Average | |
| Alpha | 0.18 | -0 | -0.93 | -0 | -0.28 | -0 |
| BETA | 0.49 | 0.01 | 0.5 | 0.01 | 0.54 | 0.01 |
| Mean Annual Return | 0.28 | 0.01 | 0.3 | 0.01 | 0.32 | 0.01 |
| R-squared | 88.69 | 0.97 | 89.78 | 0.97 | 86.36 | 0.96 |
| Standard Deviation | 6.55 | 0.11 | 6.52 | 0.09 | 5.82 | 0.09 |
| Sharpe Ratio | 0.06 | 0.01 | 0.23 | 0.01 | 0.4 | 0.01 |
| Treynor Ratio | 0.39 | 0.1 | 2.63 | 0.09 | 4.05 | 0.07 |
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