C000011142 Performance — Putnam Sustainable Retirement 2050 Fund, Class B
Data updated: 2026-10-13
C000011142 returned +24.24% over one year to Oct 2024. Annualised returns are +4.91% over 3 years and +9.25% over 5 years. The fund beat its Target-Date category average: $100 invested three years ago grew to $115, against $106 for the category, and to $124 over one year, against $113. Volatility over the past three years was 14.43% a year. In the 12 months to Jul 2026 the fund took in a net $26.9M, and assets reached $287.74M.
C000011142 Growth of $100
What $100 invested in Putnam Sustainable Retirement 2050 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | C000011142 | Category average |
|---|---|---|
| 1 year (Sep 2023 – Oct 2024) | $124 | $113 |
| 3 years (Sep 2021 – Oct 2024) | $115 | $106 |
| 5 years (Sep 2019 – Oct 2024) | $156 | $142 |
| Since data start (Aug 2019 – Oct 2024) | $158 | $141 |
C000011142 Trailing Returns
Total returns to Oct 2024, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +24.24% |
| 3 years (annualised) | +4.91% |
| 5 years (annualised) | +9.25% |
C000011142 Annual Returns
Calendar-year total returns of Putnam Sustainable Retirement 2050 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2024 (Jan–Oct) | +23.50% |
| 2023 | +11.65% |
| 2022 | −13.28% |
| 2021 | +22.70% |
| 2020 | +5.05% |
| 2019 (Aug–Dec) | +2.20% |
C000011142 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | +9.0% | −4.0% | +2.7% | +4.8% | +0.8% | +1.7% | +4.8% | — | — | +2.0% | — | — |
| 2023 | +5.4% | +0.6% | +2.7% | −2.5% | +1.9% | +4.2% | +0.3% | −1.9% | −4.4% | −1.5% | +1.8% | +4.9% |
| 2022 | −1.5% | −6.8% | +1.6% | −2.3% | +6.3% | −7.4% | +0.3% | +5.5% | −7.3% | −2.9% | +5.7% | −4.0% |
| 2021 | +9.2% | +3.6% | +2.3% | +2.2% | +0.6% | +1.8% | +1.2% | +3.8% | −4.1% | +2.3% | −4.4% | +3.0% |
| 2020 | +1.7% | +9.2% | −12.0% | −6.8% | +4.9% | +2.5% | +4.3% | −2.2% | −2.8% | +4.3% | −0.4% | +4.0% |
| 2019 | — | — | — | — | — | — | — | +1.2% | +1.5% | −2.1% | −0.7% | +2.3% |
C000011142 Risk
Risk measures from monthly returns over Sep 2021 – Oct 2024.
- 3-year volatility (annualised): 14.43%
- 3-year Sharpe ratio: 0.03 (vs 4.5% risk-free rate)
- Best month: +9.03% (Jan 2024)
- Worst month: −7.41% (Jun 2022)
C000011142 Fund Flows
Monthly money in and out of Putnam Sustainable Retirement 2050 Fund, from SEC Form N-PORT.
- 12-month net flow: $26.9M
- 12-month gross sales (incl. reinvestments): $79.3M
- Sales ÷ redemptions: 1.51×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $4.5M | $3.2M | $1.3M |
| Jun 2026 | $3.0M | $6.2M | −$3.2M |
| May 2026 | $5.2M | $5.8M | −$546K |
| Apr 2026 | $4.5M | $4.2M | $230K |
| Mar 2026 | $7.5M | $4.6M | $2.9M |
| Feb 2026 | $5.2M | $3.5M | $1.6M |
| Jan 2026 | $6.2M | $4.9M | $1.2M |
| Dec 2025 | $13.6M | $3.5M | $10.1M |
| Nov 2025 | $7.2M | $3.2M | $4.0M |
| Oct 2025 | $9.2M | $4.7M | $4.5M |
| Sep 2025 | $6.5M | $4.4M | $2.1M |
| Aug 2025 | $6.7M | $4.0M | $2.7M |
C000011142 Assets Under Management
Net assets of Putnam Sustainable Retirement 2050 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $287.74M |
| 2026-04-30 | $281.39M |
| 2026-01-31 | $268.85M |
| 2025-10-31 | $256.28M |
| 2025-07-31 | $234.06M |
| 2025-04-30 | $203.35M |
| 2025-01-31 | $208.73M |
| 2024-10-31 | $186.62M |
| 2024-07-31 | $167.75M |
| 2024-04-30 | $142.49M |
| 2024-01-31 | $127.27M |
| 2023-10-31 | $102.73M |
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.