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Putnam Sustainable Retirement 2060 Y (PRTYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.04+0.12 (+0.93%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.08%
5-Year Average Return9.56%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Apr 29, 2024)23.55%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return23.55%
Worst 3-Yr Total Return4.40%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPRTYXCategory
YTD10.67%6.10%
1-Month2.98%0.90%
3-Month10.67%6.10%
1-Year28.28%14.41%
3-Year8.96%4.94%
5-Year11.15%9.53%
10-Year0.00%0.00%
Last Bull Market33.52%5.12%
Last Bear Market-14.13%0.00%

Annual Total Return (%) History

Year
PRTYXCategory
2024
N/AN/A
2023
23.55%N/A
2022
-16.08%N/A
2021
18.15%N/A
2020
14.74%15.52%
2019
21.15%25.15%
2018
-9.57%-8.52%
2017
20.89%21.27%
2016
7.08%7.81%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.67%N/AN/AN/A
20236.59%6.28%-4.06%13.67%
2022-5.02%-14.13%-4.33%7.57%
20214.80%7.46%-1.23%6.22%
2020-19.49%18.47%7.13%12.30%
201911.10%2.80%-0.09%6.17%
2018-1.57%1.42%4.56%-13.36%
20175.40%3.32%5.23%5.49%
2016-1.57%0.96%4.75%2.87%

Rank In Category (By Total Return)

YTD1
1-Month86
3-Month1
1-Year2
3-Year2
5-Year1

Load Adjusted Returns

1-Year28.28%
3-Year8.96%
5-Year11.15%
10-YearN/A