PRRTX vs. VTHRX

In the year-to-date period, PRRTX achieves a 1.56% return, which is significantly lower than VTHRX's 4.46% return. Over the past 10 years, PRRTX has underperformed VTHRX with an annualized return of 3.20%, while VTHRX has yielded a comparatively higher 6.98% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

PRRTX has a 0.11% expense ratio, which is higher than VTHRX's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Putnam RetirementReady 2030 Fund (PRRTX) and Vanguard Target Retirement 2030 Fund (VTHRX). 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.

The current PRRTX Sharpe Ratio is 0.77, which is comparable to the VTHRX Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of PRRTX and VTHRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PRRTX's dividend yield for the trailing twelve months is around 2.53%, less than VTHRX's 3.48% yield.

The maximum PRRTX drawdown since its inception was -48.72%, roughly equal to the maximum VTHRX drawdown of -49.57%. Use the drawdown chart below to compare losses from any high point for PRRTX and VTHRX.

The current volatility for Putnam RetirementReady 2030 Fund (PRRTX) is 1.90%, while Vanguard Target Retirement 2030 Fund (VTHRX) has a volatility of 2.34%. This indicates that PRRTX experiences smaller price fluctuations and is considered to be less risky than VTHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.