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Putnam Retirement Advantage 2040 A (PCCLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.16+0.06 (+0.54%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.92%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (2 July 2024)19.51%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return19.51%
Worst 3-yr total return5.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPCCLXCategory
YTD11.90%10.80%
1-month2.04%1.06%
3-month3.00%6.14%
1-year20.41%33.59%
3-year5.29%12.99%
5-year0.00%12.87%
10-year0.00%9.72%
Last bull market22.08%19.05%
Last bear market-13.40%-17.54%

Annual total return (%) history

Year
PCCLXCategory
2024
N/AN/A
2023
19.51%N/A
2022
-16.16%N/A
2021
16.14%N/A
2020
N/A14.56%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.65%3.00%N/AN/A
20235.65%5.12%-2.33%10.17%
2022-5.25%-13.40%-4.27%6.74%
20214.45%6.81%-0.88%5.02%
202011.30%N/AN/AN/A

Rank in category (by total return)

YTD1
1-month1
3-month1
1-year2
3-year3
5-yearN/A

Load adjusted returns

1-year13.49%
3-year3.23%
5-yearN/A
10-yearN/A