PADLX vs. POGAX
Compare and contrast key facts about Putnam Retirement Advantage Maturity Fund (PADLX) and Putnam Growth Opportunities Fund (POGAX).
PADLX is managed by Putnam. It was launched on Dec 30, 2019. POGAX is managed by Putnam. It was launched on Oct 2, 1995.
Performance
PADLX vs. POGAX - Performance Comparison
Loading graphics...
PADLX vs. POGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
PADLX Putnam Retirement Advantage Maturity Fund | -0.82% | 10.83% | 8.34% | 11.01% | -12.54% | 2.93% | 7.84% |
POGAX Putnam Growth Opportunities Fund | -12.94% | 14.28% | 33.22% | 44.22% | -30.43% | 22.64% | 36.48% |
Returns By Period
In the year-to-date period, PADLX achieves a -0.82% return, which is significantly higher than POGAX's -12.94% return.
PADLX
- 1D
- 0.18%
- 1M
- -3.18%
- YTD
- -0.82%
- 6M
- 1.55%
- 1Y
- 9.56%
- 3Y*
- 8.57%
- 5Y*
- 3.43%
- 10Y*
- —
POGAX
- 1D
- -0.55%
- 1M
- -9.00%
- YTD
- -12.94%
- 6M
- -12.36%
- 1Y
- 11.50%
- 3Y*
- 18.78%
- 5Y*
- 10.34%
- 10Y*
- 16.09%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PADLX vs. POGAX - Expense Ratio Comparison
PADLX has a 0.22% expense ratio, which is lower than POGAX's 0.99% expense ratio.
Return for Risk
PADLX vs. POGAX — Risk / Return Rank
PADLX
POGAX
PADLX vs. POGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Retirement Advantage Maturity Fund (PADLX) and Putnam Growth Opportunities Fund (POGAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PADLX | POGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.69 | 0.52 | +1.17 |
Sortino ratioReturn per unit of downside risk | 2.37 | 0.91 | +1.46 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.13 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 0.52 | +1.52 |
Martin ratioReturn relative to average drawdown | 9.13 | 1.82 | +7.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PADLX | POGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.69 | 0.52 | +1.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.48 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.76 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.41 | +0.13 |
Correlation
The correlation between PADLX and POGAX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PADLX vs. POGAX - Dividend Comparison
PADLX's dividend yield for the trailing twelve months is around 4.77%, less than POGAX's 6.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PADLX Putnam Retirement Advantage Maturity Fund | 4.77% | 5.03% | 3.71% | 2.91% | 1.01% | 1.45% | 1.66% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
POGAX Putnam Growth Opportunities Fund | 6.53% | 5.68% | 4.58% | 0.49% | 7.80% | 9.08% | 3.29% | 3.83% | 7.98% | 1.89% | 0.01% | 5.70% |
Drawdowns
PADLX vs. POGAX - Drawdown Comparison
The maximum PADLX drawdown since its inception was -18.87%, smaller than the maximum POGAX drawdown of -76.55%. Use the drawdown chart below to compare losses from any high point for PADLX and POGAX.
Loading graphics...
Drawdown Indicators
| PADLX | POGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.87% | -76.55% | +57.68% |
Max Drawdown (1Y)Largest decline over 1 year | -4.65% | -16.42% | +11.77% |
Max Drawdown (5Y)Largest decline over 5 years | -18.87% | -34.15% | +15.28% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.15% | — |
Current DrawdownCurrent decline from peak | -3.46% | -16.42% | +12.96% |
Average DrawdownAverage peak-to-trough decline | -4.95% | -29.19% | +24.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 4.73% | -3.69% |
Volatility
PADLX vs. POGAX - Volatility Comparison
The current volatility for Putnam Retirement Advantage Maturity Fund (PADLX) is 1.94%, while Putnam Growth Opportunities Fund (POGAX) has a volatility of 5.57%. This indicates that PADLX experiences smaller price fluctuations and is considered to be less risky than POGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PADLX | POGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.94% | 5.57% | -3.63% |
Volatility (6M)Calculated over the trailing 6-month period | 3.23% | 12.20% | -8.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.81% | 22.15% | -16.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.63% | 21.62% | -14.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.56% | 21.12% | -13.56% |