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Nasdaq - Delayed Quote USD

Putnam Retirement Advantage 2025 Y (PLZYX)

10.43
+0.02
+(0.19%)
At close: 6:12:47 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.19%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (Apr 25, 2025) 11.70%
Worst 1Y Total Return (Apr 25, 2025) --
Best 3Y Total Return 11.70%
Worst 3Y Total Return 1.16%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PLZYX
Category
YTD
0.58%
6.61%
1-Month
-1.70%
0.92%
3-Month
0.58%
4.66%
1-Year
6.01%
21.54%
3-Year
3.96%
10.23%
5-Year
6.21%
9.75%
10-Year
0.00%
7.82%
Last Bull Market
9.86%
16.61%
Last Bear Market
-8.65%
-14.25%

Annual Total Return (%) History

Year
PLZYX
Category
2025
--
--
2024
9.59%
--
2023
11.70%
--
2022
-13.27%
--
2021
6.87%
--
2020
--
11.84%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.58% -- -- --
2024 3.98% 1.37% 5.23% -1.20%
2023 3.64% 1.70% -1.99% 8.12%
2022 -4.95% -8.65% -3.66% 3.69%
2021 0.56% 4.54% -0.35% 2.02%
2020 5.55% -- -- --

Rank in Category (By Total Return)

YTD 87
1-Month 39
3-Month 87
1-Year 23
3-Year 26
5-Year 92

Load Adjusted Returns

1-Year 6.01%
3-Year 3.96%
5-Year 6.21%
10-Year --

Performance & Risk

YTD Return 0.19%
5y Average Return 0.00%
Rank in Category (ytd) 87
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.70
Morningstar Risk Rating

Fund Overview

Category Target-Date 2025
Fund Family Franklin Templeton Investments
Net Assets 19.84M
YTD Return 0.58%
Yield 3.55%
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 2025 (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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