NasdaqGM - Delayed Quote USD
Putnam Sustainable Retirement 2050 R5 (PAEJX)
21.89
0.00
(0.00%)
At close: February 14 at 3:00:00 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.44% |
| 5y Average Return | 0.00% |
| Number of Years Up | 2 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Feb 14, 2025) | 21.01% |
| Worst 1Y Total Return (Feb 14, 2025) | -- |
| Best 3Y Total Return | 21.01% |
| Worst 3Y Total Return | 5.75% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PAEJX
Category
- YTD
- 3.63%
- 11.99%
- 1-Month
- 3.63%
- 1.08%
- 3-Month
- 3.58%
- 6.55%
- 1-Year
- 17.07%
- 37.09%
- 3-Year
- 8.59%
- 13.69%
- 5-Year
- 10.27%
- 13.58%
- 10-Year
- 8.62%
- 10.11%
- Last Bull Market
- 13.76%
- 19.71%
- Last Bear Market
- -13.16%
- -18.27%
Annual Total Return (%) History
Year
PAEJX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 9.80% | 2.57% | 4.95% | -2.61% |
| 2023 | 6.06% | 5.41% | -3.75% | 12.46% |
| 2022 | -4.82% | -13.16% | -4.08% | 7.08% |
| 2021 | 6.96% | -1.13% | 5.53% | -- |
Rank in Category (By Total Return)
| YTD | 12 |
| 1-Month | 12 |
| 3-Month | 66 |
| 1-Year | 79 |
| 3-Year | 5 |
| 5-Year | 20 |
Load Adjusted Returns
| 1-Year | 17.07% |
| 3-Year | 8.59% |
| 5-Year | 10.27% |
| 10-Year | 8.62% |
Performance & Risk
| YTD Return | 4.44% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 12 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.10 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2050 |
| Fund Family | Franklin Templeton Investments |
| Net Assets | 208.73M |
| YTD Return | 3.63% |
| Yield | 1.34% |
| Morningstar Rating | |
| Inception Date | Sep 01, 2016 |
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 2050. It is designed to provide diversification among different asset classes by investing its assets in the underlying funds.
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