PRTFX
2060 Putnam RetirementReady-A
$13.98
-0.03 (-0.21%)
Currency in USD / Last Updated: 7/9/2024
Category | Target Date-2060+ |
---|---|
Market Cap | 37.066M |
52 Week High | 14.01 |
52 Week Low | 10.305 |
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Key Data
Symbol | PRTFX |
---|---|
Type | Mutual Fund |
Category | Target Date-2060+ |
Price | 13.98 |
Price Yesterday | 14.01 |
Market Cap | 37.07 |
YTD Return | 15.16% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.0575 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0085 |
Overview
52 Week High | 14.01 |
---|---|
52 Week Low | 10.31 |
Market Cap | 37.07M |
Shares Outstanding | 2.65M |
Income Dividend Yield | 1.14% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.14% |
Returns Annualized
One Day | -41.77% |
---|---|
Five Days | 99.44% |
One Months | 35.16% |
Three Months | 21.75% |
Six Months | 35.97% |
Nine Months | 42.55% |
One Year | 27.28% |
Three Years | 7.35% |
Five Years | 11.04% |
Ten Years | -999 |
YTD | 31.50% |
Since Inception | 9.59% |
Returns Total
One Day | -0.21% |
---|---|
Five Days | 1.38% |
One Month | 2.42% |
Three Months | 4.95% |
Six Months | 16.31% |
Nine Months | 30.06% |
One Year | 27.25% |
Three Years | 23.57% |
Five Years | 68.56% |
Ten Years | -999 |
YTD | 15.16% |
Since Inception | 119.33% |
Yearly Returns
2024 | 15.16% |
---|---|
2023 | 23.11% |
2022 | -16.24% |
2021 | 17.92% |
2020 | 14.38% |
2019 | 20.83% |
2018 | -9.80% |
2017 | 20.58% |
2016 | 6.84% |
2015 | -2.46% |
Risk against SP-DA
Alpha | -0.35% |
---|---|
Beta | 0.95 |
Correlation | 96.66% |
Downside Deviation | 3.05% |
Coefficient of determination | 93.42% |
Standard Deviation | 3.17% |
Sharpe Ratio | -0.13 |
Sortino | -0.47 |
Treynor | 22.97 |
Ulcer Index | 2.97 |
Ulcer Performance Index | -0.48 |