PRTLX vs. PGOYX
Compare and contrast key facts about Putnam RetirementReady 2055 Fund (PRTLX) and Putnam Large Cap Growth Y (PGOYX).
PRTLX is managed by Putnam. It was launched on Nov 29, 2010. PGOYX is managed by Putnam. It was launched on Aug 27, 1999.
Performance
PRTLX vs. PGOYX - Performance Comparison
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PRTLX vs. PGOYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRTLX Putnam RetirementReady 2055 Fund | -4.72% | 13.42% | 15.59% | 22.31% | -15.71% | 17.39% | 14.17% | 20.75% | -9.44% | 20.69% |
PGOYX Putnam Large Cap Growth Y | -9.67% | 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, PRTLX achieves a -4.72% return, which is significantly higher than PGOYX's -9.67% return. Over the past 10 years, PRTLX has underperformed PGOYX with an annualized return of 9.48%, while PGOYX has yielded a comparatively higher 16.81% annualized return.
PRTLX
- 1D
- 2.65%
- 1M
- -4.65%
- YTD
- -4.72%
- 6M
- -3.26%
- 1Y
- 12.32%
- 3Y*
- 12.85%
- 5Y*
- 7.39%
- 10Y*
- 9.48%
PGOYX
- 1D
- 3.70%
- 1M
- -5.89%
- YTD
- -9.67%
- 6M
- -9.44%
- 1Y
- 14.92%
- 3Y*
- 20.52%
- 5Y*
- 11.05%
- 10Y*
- 16.81%
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PRTLX vs. PGOYX - Expense Ratio Comparison
PRTLX has a 0.03% expense ratio, which is lower than PGOYX's 0.65% expense ratio.
Return for Risk
PRTLX vs. PGOYX — Risk / Return Rank
PRTLX
PGOYX
PRTLX vs. PGOYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam RetirementReady 2055 Fund (PRTLX) 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.
| PRTLX | PGOYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 0.71 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.18 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.17 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.09 | 0.98 | +0.11 |
Martin ratioReturn relative to average drawdown | 4.90 | 3.34 | +1.55 |
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
| PRTLX | PGOYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 0.71 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.51 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.80 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.32 | +0.21 |
Correlation
The correlation between PRTLX and PGOYX is 0.89, 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
PRTLX vs. PGOYX - Dividend Comparison
PRTLX's dividend yield for the trailing twelve months is around 1.76%, less than PGOYX's 5.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRTLX Putnam RetirementReady 2055 Fund | 1.76% | 1.68% | 1.20% | 1.60% | 10.10% | 12.83% | 1.09% | 7.44% | 15.18% | 5.47% | 1.14% | 9.07% |
PGOYX Putnam Large Cap Growth Y | 5.79% | 5.23% | 4.25% | 0.46% | 7.30% | 8.55% | 3.12% | 3.65% | 7.92% | 2.05% | 0.02% | 5.78% |
Drawdowns
PRTLX vs. PGOYX - Drawdown Comparison
The maximum PRTLX drawdown since its inception was -28.52%, smaller than the maximum PGOYX drawdown of -76.03%. Use the drawdown chart below to compare losses from any high point for PRTLX and PGOYX.
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Drawdown Indicators
| PRTLX | PGOYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.52% | -76.03% | +47.51% |
Max Drawdown (1Y)Largest decline over 1 year | -11.53% | -16.34% | +4.81% |
Max Drawdown (5Y)Largest decline over 5 years | -21.71% | -34.01% | +12.30% |
Max Drawdown (10Y)Largest decline over 10 years | -28.52% | -34.01% | +5.49% |
Current DrawdownCurrent decline from peak | -6.46% | -13.24% | +6.78% |
Average DrawdownAverage peak-to-trough decline | -5.62% | -31.72% | +26.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 4.78% | -2.21% |
Volatility
PRTLX vs. PGOYX - Volatility Comparison
The current volatility for Putnam RetirementReady 2055 Fund (PRTLX) is 5.21%, while Putnam Large Cap Growth Y (PGOYX) has a volatility of 6.88%. This indicates that PRTLX 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
| PRTLX | PGOYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.21% | 6.88% | -1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 8.79% | 12.72% | -3.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.28% | 22.41% | -8.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.94% | 21.68% | -7.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.57% | 21.15% | -6.58% |