C000011166 Performance — Putnam Sustainable Retirement 2035 Fund, Class B
Data updated: 2026-10-13
C000011166 returned +19.81% over one year to Oct 2024. Annualised returns are +4.29% over 3 years and +6.27% over 5 years. The fund beat its Target-Date category average: $100 invested three years ago grew to $113, against $106 for the category, and to $120 over one year, against $113. Volatility over the past three years was 10.45% a year. In the 12 months to Jul 2026 the fund took in a net $31.5M, and assets reached $412.23M.
C000011166 Growth of $100
What $100 invested in Putnam Sustainable Retirement 2035 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | C000011166 | Category average |
|---|---|---|
| 1 year (Sep 2023 – Oct 2024) | $120 | $113 |
| 3 years (Sep 2021 – Oct 2024) | $113 | $106 |
| 5 years (Sep 2019 – Oct 2024) | $136 | $142 |
| Since data start (Aug 2019 – Oct 2024) | $136 | $141 |
C000011166 Trailing Returns
Total returns to Oct 2024, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +19.81% |
| 3 years (annualised) | +4.29% |
| 5 years (annualised) | +6.27% |
C000011166 Annual Returns
Calendar-year total returns of Putnam Sustainable Retirement 2035 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2024 (Jan–Oct) | +18.77% |
| 2023 | +7.86% |
| 2022 | −9.20% |
| 2021 | +13.76% |
| 2020 | +1.28% |
| 2019 (Aug–Dec) | +1.53% |
C000011166 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 | +7.5% | −3.6% | +2.3% | +3.3% | +1.1% | +1.4% | +3.9% | — | — | +1.8% | — | — |
| 2023 | +3.5% | +0.5% | +2.3% | −2.1% | +1.3% | +2.9% | +0.1% | −1.6% | −3.8% | −1.0% | +1.4% | +4.4% |
| 2022 | −0.8% | −4.4% | +0.8% | −1.6% | +4.2% | −5.1% | +0.4% | +3.1% | −4.9% | −2.0% | +3.5% | −2.1% |
| 2021 | +6.0% | +2.4% | +1.5% | +1.2% | +0.4% | +1.2% | +0.9% | +2.1% | −3.0% | +1.5% | −2.8% | +1.9% |
| 2020 | +1.0% | +5.8% | −8.5% | −4.6% | +3.5% | +1.6% | +2.8% | −1.8% | −1.9% | +2.2% | −0.6% | +2.7% |
| 2019 | — | — | — | — | — | — | — | +0.4% | +0.9% | −1.0% | −0.1% | +1.4% |
C000011166 Risk
Risk measures from monthly returns over Sep 2021 – Oct 2024.
- 3-year volatility (annualised): 10.45%
- 3-year Sharpe ratio: -0.02 (vs 4.5% risk-free rate)
- Best month: +7.48% (Jan 2024)
- Worst month: −5.14% (Jun 2022)
C000011166 Fund Flows
Monthly money in and out of Putnam Sustainable Retirement 2035 Fund, from SEC Form N-PORT.
- 12-month net flow: $31.5M
- 12-month gross sales (incl. reinvestments): $138.5M
- Sales ÷ redemptions: 1.29×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $6.0M | $6.6M | −$605K |
| Jun 2026 | $10.4M | $10.3M | $105K |
| May 2026 | $3.7M | $6.4M | −$2.7M |
| Apr 2026 | $5.4M | $9.6M | −$4.3M |
| Mar 2026 | $11.4M | $12.7M | −$1.3M |
| Feb 2026 | $10.8M | $5.5M | $5.4M |
| Jan 2026 | $7.3M | $11.9M | −$4.6M |
| Dec 2025 | $22.9M | $7.1M | $15.8M |
| Nov 2025 | $13.3M | $10.4M | $2.9M |
| Oct 2025 | $23.6M | $12.3M | $11.3M |
| Sep 2025 | $12.8M | $6.5M | $6.3M |
| Aug 2025 | $11.1M | $7.9M | $3.2M |
C000011166 Assets Under Management
Net assets of Putnam Sustainable Retirement 2035 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $412.23M |
| 2026-04-30 | $406.66M |
| 2026-01-31 | $400.02M |
| 2025-10-31 | $392.64M |
| 2025-07-31 | $356.56M |
| 2025-04-30 | $320.90M |
| 2025-01-31 | $332.20M |
| 2024-10-31 | $310.70M |
| 2024-07-31 | $284.49M |
| 2024-04-30 | $250.40M |
| 2024-01-31 | $231.93M |
| 2023-10-31 | $197.34M |
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.