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Nasdaq - Delayed Quote USD

Putnam Retirement Advantage 2055 A (PADYX)

11.63
+0.05
+(0.43%)
At close: 8:01:56 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.52%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (Apr 29, 2025) 23.80%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 23.80%
Worst 3Y Total Return 6.61%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PADYX
Category
YTD
-2.03%
12.13%
1-Month
-4.22%
1.09%
3-Month
-2.03%
6.61%
1-Year
7.56%
37.63%
3-Year
8.50%
13.82%
5-Year
16.00%
13.76%
10-Year
0.00%
10.29%
Last Bull Market
16.53%
19.35%
Last Bear Market
-15.21%
-17.99%

Annual Total Return (%) History

Year
PADYX
Category
2025
--
--
2024
20.93%
--
2023
23.80%
--
2022
-17.85%
--
2021
19.14%
--
2020
--
15.47%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.03% -- -- --
2024 10.14% 3.60% 5.67% 0.29%
2023 7.09% 6.62% -2.71% 11.43%
2022 -5.67% -15.21% -4.73% 7.80%
2021 5.24% 7.80% -1.15% 6.24%
2020 13.21% -- -- --

Rank in Category (By Total Return)

YTD 98
1-Month 98
3-Month 98
1-Year 2
3-Year 2
5-Year 3

Load Adjusted Returns

1-Year 1.37%
3-Year 6.38%
5-Year 14.63%
10-Year --

Performance & Risk

YTD Return -1.52%
5y Average Return 0.00%
Rank in Category (ytd) 98
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Target-Date 2055
Fund Family Franklin Templeton Investments
Net Assets 14.63M
YTD Return -2.03%
Yield 4.18%
Morningstar Rating
Inception Date Dec 31, 2019

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 2055 (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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