PRRTX vs. PGOYX
Compare and contrast key facts about Putnam RetirementReady 2030 Fund (PRRTX) and Putnam Large Cap Growth Y (PGOYX).
PRRTX is managed by Putnam. It was launched on Oct 31, 2004. PGOYX is managed by Putnam. It was launched on Aug 27, 1999.
Performance
PRRTX vs. PGOYX - Performance Comparison
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PRRTX vs. PGOYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRRTX Putnam RetirementReady 2030 Fund | -3.20% | 8.59% | 6.18% | 15.42% | -7.91% | 6.89% | 5.46% | 13.40% | -6.22% | 13.50% |
PGOYX Putnam Large Cap Growth Y | -12.89% | 14.56% | 33.58% | 44.57% | -30.25% | 22.95% | 38.79% | 36.76% | 2.58% | 31.29% |
Returns By Period
In the year-to-date period, PRRTX achieves a -3.20% return, which is significantly higher than PGOYX's -12.89% return. Over the past 10 years, PRRTX has underperformed PGOYX with an annualized return of 5.54%, while PGOYX has yielded a comparatively higher 16.38% annualized return.
PRRTX
- 1D
- 0.12%
- 1M
- -3.49%
- YTD
- -3.20%
- 6M
- -1.77%
- 1Y
- 6.05%
- 3Y*
- 7.68%
- 5Y*
- 4.59%
- 10Y*
- 5.54%
PGOYX
- 1D
- -0.55%
- 1M
- -8.99%
- YTD
- -12.89%
- 6M
- -12.26%
- 1Y
- 11.78%
- 3Y*
- 19.07%
- 5Y*
- 10.61%
- 10Y*
- 16.38%
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PRRTX vs. PGOYX - Expense Ratio Comparison
PRRTX has a 0.11% expense ratio, which is lower than PGOYX's 0.65% expense ratio.
Return for Risk
PRRTX vs. PGOYX — Risk / Return Rank
PRRTX
PGOYX
PRRTX vs. PGOYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam RetirementReady 2030 Fund (PRRTX) and Putnam Large Cap Growth Y (PGOYX). 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.
| PRRTX | PGOYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.54 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.32 | 0.93 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.13 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 0.54 | +0.44 |
Martin ratioReturn relative to average drawdown | 4.57 | 1.88 | +2.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PRRTX | PGOYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.54 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.49 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.78 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.31 | +0.53 |
Correlation
The correlation between PRRTX and PGOYX is 0.85, 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
PRRTX vs. PGOYX - Dividend Comparison
PRRTX's dividend yield for the trailing twelve months is around 2.21%, less than PGOYX's 6.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRRTX Putnam RetirementReady 2030 Fund | 2.21% | 2.14% | 2.57% | 2.66% | 10.69% | 8.38% | 1.54% | 3.76% | 7.57% | 2.95% | 0.73% | 2.72% |
PGOYX Putnam Large Cap Growth Y | 6.01% | 5.23% | 4.25% | 0.46% | 7.30% | 8.55% | 3.12% | 3.65% | 7.92% | 2.05% | 0.02% | 5.78% |
Drawdowns
PRRTX vs. PGOYX - Drawdown Comparison
The maximum PRRTX drawdown since its inception was -16.59%, smaller than the maximum PGOYX drawdown of -76.03%. Use the drawdown chart below to compare losses from any high point for PRRTX and PGOYX.
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Drawdown Indicators
| PRRTX | PGOYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.59% | -76.03% | +59.44% |
Max Drawdown (1Y)Largest decline over 1 year | -5.78% | -16.34% | +10.56% |
Max Drawdown (5Y)Largest decline over 5 years | -11.71% | -34.01% | +22.30% |
Max Drawdown (10Y)Largest decline over 10 years | -16.59% | -34.01% | +17.42% |
Current DrawdownCurrent decline from peak | -3.96% | -16.34% | +12.38% |
Average DrawdownAverage peak-to-trough decline | -2.30% | -31.72% | +29.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.25% | 4.71% | -3.46% |
Volatility
PRRTX vs. PGOYX - Volatility Comparison
The current volatility for Putnam RetirementReady 2030 Fund (PRRTX) is 2.09%, while Putnam Large Cap Growth Y (PGOYX) has a volatility of 5.57%. This indicates that PRRTX experiences smaller price fluctuations and is considered to be less risky than PGOYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRRTX | PGOYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.09% | 5.57% | -3.48% |
Volatility (6M)Calculated over the trailing 6-month period | 3.73% | 12.18% | -8.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.60% | 22.16% | -15.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.11% | 21.62% | -14.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.28% | 21.12% | -13.84% |