C000011170 Performance — Putnam Sustainable Retirement 2035 Fund, Class Y
Data updated: 2026-10-13
C000011170 returned +3.59% year to date and +8.43% over one year to Jul 2026. Annualised returns are +10.41% over 3 years and +6.16% over 5 years. The fund trailed its Target-Date category average: $100 invested three years ago grew to $135, against $146 for the category, and to $108 over one year, against $116. Volatility over the past three years was 9.25% a year. In the 12 months to Jul 2026 the fund took in a net $31.5M, and assets reached $412.23M.
C000011170 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 | C000011170 | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $108 | $116 |
| 3 years (Aug 2023 – Jul 2026) | $135 | $146 |
| 5 years (Aug 2021 – Jul 2026) | $135 | $142 |
| Since data start (Aug 2019 – Jul 2026) | $162 | $186 |
C000011170 Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +3.59% |
| 1 year | +8.43% |
| 3 years (annualised) | +10.41% |
| 5 years (annualised) | +6.16% |
C000011170 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 |
|---|---|
| 2026 (Jan–Jul) | +3.59% |
| 2025 | +10.78% |
| 2024 | +17.71% |
| 2023 | +8.85% |
| 2022 | −8.26% |
| 2021 | +14.88% |
| 2020 | +2.38% |
| 2019 (Aug–Dec) | +2.00% |
C000011170 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −0.3% | +0.1% | −3.2% | +5.1% | +2.5% | +0.6% | −0.9% | — | — | — | — | — |
| 2025 | +3.6% | −1.4% | −3.8% | +0.5% | +3.4% | +2.8% | +0.7% | +0.9% | +1.9% | +1.3% | +0.8% | −0.3% |
| 2024 | +7.6% | −3.5% | +2.4% | +3.4% | +1.2% | +1.5% | +4.0% | −2.3% | +1.5% | +1.9% | +2.7% | −3.4% |
| 2023 | +3.6% | +0.6% | +2.4% | −2.1% | +1.4% | +3.0% | +0.1% | −1.6% | −3.7% | −0.9% | +1.5% | +4.5% |
| 2022 | −0.8% | −4.4% | +0.9% | −1.5% | +4.3% | −5.1% | +0.5% | +3.3% | −4.8% | −2.0% | +3.7% | −2.1% |
| 2021 | +6.0% | +2.5% | +1.5% | +1.3% | +0.5% | +1.3% | +1.1% | +2.1% | −2.9% | +1.5% | −2.7% | +2.1% |
| 2020 | +1.0% | +5.8% | −8.4% | −4.5% | +3.6% | +1.6% | +2.9% | −1.7% | −1.7% | +2.2% | −0.5% | +2.8% |
| 2019 | — | — | — | — | — | — | — | +0.5% | +1.0% | −0.9% | 0.0% | +1.5% |
C000011170 Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 9.25%
- 3-year Sharpe ratio: 0.64 (vs 4.5% risk-free rate)
- Best month: +7.62% (Jan 2024)
- Worst month: −3.75% (Mar 2025)
C000011170 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 |
C000011170 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.