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Nasdaq - Delayed Quote USD

Putnam Retirement Advantage 2065 R3 (PCKGX)

11.99
+0.05
+(0.42%)
At close: 8:01:57 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.04%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (Apr 29, 2025) 25.50%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 25.50%
Worst 3Y Total Return 7.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PCKGX
Category
YTD
-2.45%
0.00%
1-Month
-4.48%
0.00%
3-Month
-2.45%
0.00%
1-Year
7.71%
0.00%
3-Year
8.98%
0.00%
5-Year
0.00%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
17.55%
0.00%
Last Bear Market
-15.61%
0.00%

Annual Total Return (%) History

Year
PCKGX
Category
2025
--
--
2024
22.11%
--
2023
25.50%
--
2022
-18.49%
--
2021
19.84%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.45% -- -- --
2024 10.59% 3.85% 5.76% 0.54%
2023 7.66% 7.32% -2.92% 11.89%
2022 -5.86% -15.61% -5.07% 8.09%
2021 5.46% 7.91% -1.13% 6.51%

Rank in Category (By Total Return)

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

Load Adjusted Returns

1-Year 7.71%
3-Year 8.98%
5-Year --
10-Year --

Performance & Risk

YTD Return -2.04%
5y Average Return 0.00%
Rank in Category (ytd) 98
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.24
Morningstar Risk Rating

Fund Overview

Category Target-Date 2065+
Fund Family Franklin Templeton Investments
Net Assets 2.4M
YTD Return -2.45%
Yield 3.41%
Morningstar Rating
Inception Date Dec 30, 2020

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 2065 (the target date). The fund 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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