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Putnam Retirement Advantage 2040 R4 (PAGJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.05+0.01 (+0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.97%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (25 June 2024)19.78%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return19.78%
Worst 3-yr total return5.29%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPAGJXCategory
YTD9.63%10.80%
1-month4.14%1.06%
3-month4.34%6.14%
1-year23.34%33.59%
3-year5.33%12.99%
5-year0.00%12.87%
10-year0.00%9.72%
Last bull market22.20%19.05%
Last bear market-13.39%-17.54%

Annual total return (%) history

Year
PAGJXCategory
2024
N/AN/A
2023
19.78%N/A
2022
-16.14%N/A
2021
16.20%N/A
2020
N/A14.56%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.62%N/AN/AN/A
20235.65%5.23%-2.33%10.30%
2022-5.25%-13.39%-4.16%6.62%
20214.36%6.90%-0.80%5.00%
202011.36%N/AN/AN/A

Rank in category (by total return)

YTD2
1-month13
3-month1
1-year1
3-year3
5-yearN/A

Load adjusted returns

1-year23.34%
3-year5.33%
5-yearN/A
10-yearN/A