PAKJX Performance — Putnam Retirement Advantage 2060 Fund, Class Y
Data updated: 2026-07-27
PAKJX returned +10.70% year to date and +27.88% over one year to May 2026. Annualised returns are +23.12% over 3 years and +12.43% over 5 years. The fund beat its Target-Date category average: $100 invested three years ago grew to $187, against $155 for the category, and to $128 over one year, against $121. Volatility over the past three years was 11.80% a year. In the 12 months to May 2026 the fund took in a net $5.1M, and assets reached $19.71M.
PAKJX Growth of $100
What $100 invested in Putnam Retirement Advantage 2060 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | PAKJX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $128 | $121 |
| 3 years (Jun 2023 – May 2026) | $187 | $155 |
| 5 years (Jun 2021 – May 2026) | $180 | $144 |
| Since data start (Sep 2020 – May 2026) | $220 | $169 |
PAKJX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +10.70% |
| 1 year | +27.88% |
| 3 years (annualised) | +23.12% |
| 5 years (annualised) | +12.43% |
PAKJX Annual Returns
Calendar-year total returns of Putnam Retirement Advantage 2060 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +10.70% |
| 2025 | +17.82% |
| 2024 | +24.54% |
| 2023 | +21.17% |
| 2022 | −10.01% |
| 2021 | +15.18% |
| 2020 (Sep–Dec) | +7.88% |
PAKJX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.6% | +0.9% | −5.1% | +8.5% | +3.9% | — | — | — | — | — | — | — |
| 2025 | +3.0% | −2.5% | −4.3% | +0.6% | +5.5% | +4.6% | +1.0% | +2.7% | +3.5% | +1.5% | +0.4% | +1.0% |
| 2024 | +1.6% | +5.0% | +5.0% | −3.5% | +3.9% | +2.8% | +1.4% | +2.5% | +4.7% | −1.5% | +1.6% | −0.7% |
| 2023 | +6.9% | −5.0% | 0.0% | +1.3% | +2.5% | −1.9% | +3.1% | +5.9% | +8.8% | −2.1% | −4.0% | +4.8% |
| 2022 | −5.2% | +3.6% | +0.2% | −8.1% | +2.1% | −3.3% | +7.5% | −8.2% | +6.5% | +6.8% | −8.5% | −1.8% |
| 2021 | 0.0% | +4.6% | +1.4% | +4.3% | +2.7% | +2.7% | +0.8% | +2.2% | −1.8% | +4.8% | −4.5% | −2.6% |
| 2020 | — | — | — | — | — | — | — | — | +11.1% | −2.2% | −3.4% | +2.8% |
PAKJX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 11.80%
- 3-year Sharpe ratio: 1.58 (vs 4.5% risk-free rate)
- Best month: +8.80% (Sep 2023)
- Worst month: −5.13% (Mar 2026)
PAKJX Fund Flows
Monthly money in and out of Putnam Retirement Advantage 2060 Fund, from SEC Form N-PORT.
- 12-month net flow: $5.1M
- 12-month gross sales (incl. reinvestments): $7.8M
- Sales ÷ redemptions: 2.87×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $401K | $125K | $276K |
| Apr 2026 | $494K | $267K | $227K |
| Mar 2026 | $880K | $167K | $713K |
| Feb 2026 | $511K | $412K | $99K |
| Jan 2026 | $826K | $135K | $691K |
| Dec 2025 | $2.4M | $136K | $2.3M |
| Nov 2025 | $599K | $57K | $542K |
| Oct 2025 | $208K | $217K | −$9K |
| Sep 2025 | $300K | $115K | $184K |
| Aug 2025 | $435K | $539K | −$104K |
| Jul 2025 | $410K | $381K | $29K |
| Jun 2025 | $343K | $173K | $170K |
PAKJX Assets Under Management
Net assets of Putnam Retirement Advantage 2060 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $19.71M |
| 2026-02-28 | $17.19M |
| 2025-11-30 | $14.73M |
| 2025-08-31 | $13.28M |
| 2025-05-31 | $12.15M |
| 2025-02-28 | $10.43M |
| 2024-11-30 | $8.51M |
| 2024-08-31 | $7.39M |
| 2024-05-31 | $4.64M |
| 2024-02-29 | $3.47M |
| 2023-11-30 | $2.92M |
| 2023-08-31 | $2.52M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.