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PCCLX

2040 Putnam Retirement Advantage-A

$11.16 0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
Category Target Date-2040s
Market Cap 17.295M
52 Week High 11.16
52 Week Low 8.651
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Key Data
Symbol PCCLX
Type Mutual Fund
Category Target Date-2040s
Price 11.16
Price Yesterday 11.16
Market Cap 17.30
YTD Return 13.53%
Expense Details
Deferred 0
12b-1 0.0025
Front Load 0.0575
Initial Purchase Amount 0
Redeption Fee 0
Prospectus 0.008
Overview
52 Week High 11.16
52 Week Low 8.65
Market Cap 17.30M
Shares Outstanding 1.55M
Income Dividend Yield 2.25%
Long Term Dividend Yield 0.69%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 2.94%
Returns Annualized
One Day 0.00%
Five Days 107.20%
One Months 39.39%
Three Months 22.36%
Six Months 30.53%
Nine Months 34.84%
One Year 23.63%
Three Years 5.60%
Five Years -999
Ten Years -999
YTD 27.92%
Since Inception 9.34%
Returns Total
One Day 0.00%
Five Days 1.45%
One Month 2.67%
Three Months 5.08%
Six Months 13.99%
Nine Months 24.80%
One Year 23.60%
Three Years 17.67%
Five Years -999
Ten Years -999
YTD 13.53%
Since Inception 40.75%
Yearly Returns
2024 13.53%
2023 19.50%
2022 -16.16%
2021 16.15%
2020 6.53%
2019 0.00%
2018 0.00%
2017 0.00%
2016 0.00%
2015 0.00%
Risk against SP-DA
Alpha 0.63%
Beta 0.75
Correlation 98.62%
Downside Deviation 2.31%
Coefficient of determination 97.26%
Standard Deviation 2.46%
Sharpe Ratio -0.6
Sortino -2.21
Treynor 24.17
Ulcer Index 2.26
Ulcer Performance Index -2.25

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