C000093622 Performance — Putnam Sustainable Retirement 2055 Fund, Class R
Data updated: 2026-10-13
C000093622 returned +5.99% year to date and +12.21% over one year to Jul 2026. Annualised returns are +13.29% over 3 years and +7.68% over 5 years. The fund trailed its Target-Date category average: $100 invested three years ago grew to $145, against $146 for the category, and to $112 over one year, against $116. Volatility over the past three years was 12.28% a year. In the 12 months to Jul 2026 the fund took in a net $10.2M, and assets reached $180.90M.
C000093622 Growth of $100
What $100 invested in Putnam Sustainable Retirement 2055 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | C000093622 | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $112 | $116 |
| 3 years (Aug 2023 – Jul 2026) | $145 | $146 |
| 5 years (Aug 2021 – Jul 2026) | $145 | $142 |
| Since data start (Aug 2019 – Jul 2026) | $195 | $186 |
C000093622 Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +5.99% |
| 1 year | +12.21% |
| 3 years (annualised) | +13.29% |
| 5 years (annualised) | +7.68% |
C000093622 Annual Returns
Calendar-year total returns of Putnam Sustainable Retirement 2055 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +5.99% |
| 2025 | +13.25% |
| 2024 | +22.81% |
| 2023 | +12.68% |
| 2022 | −13.24% |
| 2021 | +24.36% |
| 2020 | +5.98% |
| 2019 (Aug–Dec) | +2.45% |
C000093622 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 | +0.1% | 0.0% | −4.9% | +8.0% | +3.7% | +0.4% | −1.0% | — | — | — | — | — |
| 2025 | +4.3% | −2.7% | −5.1% | +0.8% | +5.3% | +3.6% | +1.0% | +1.0% | +2.6% | +1.7% | +0.7% | −0.3% |
| 2024 | +9.5% | −4.1% | +2.9% | +5.1% | +0.8% | +1.7% | +5.0% | −2.6% | +1.9% | +2.1% | +3.8% | −4.3% |
| 2023 | +5.7% | +0.6% | +2.7% | −2.5% | +2.1% | +4.7% | +0.5% | −1.9% | −4.5% | −1.6% | +1.8% | +5.1% |
| 2022 | −1.6% | −7.1% | +1.9% | −2.3% | +6.6% | −7.5% | +0.4% | +6.0% | −7.6% | −2.9% | +5.9% | −4.2% |
| 2021 | +9.7% | +3.7% | +2.4% | +2.3% | +0.7% | +1.9% | +1.4% | +4.1% | −4.3% | +2.4% | −4.6% | +3.2% |
| 2020 | +1.9% | +9.7% | −12.3% | −7.1% | +5.1% | +2.6% | +4.6% | −2.2% | −2.9% | +4.6% | −0.2% | +4.1% |
| 2019 | — | — | — | — | — | — | — | +1.3% | +1.7% | −2.2% | −0.7% | +2.5% |
C000093622 Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 12.28%
- 3-year Sharpe ratio: 0.72 (vs 4.5% risk-free rate)
- Best month: +9.49% (Jan 2024)
- Worst month: −5.11% (Mar 2025)
C000093622 Fund Flows
Monthly money in and out of Putnam Sustainable Retirement 2055 Fund, from SEC Form N-PORT.
- 12-month net flow: $10.2M
- 12-month gross sales (incl. reinvestments): $44.6M
- Sales ÷ redemptions: 1.30×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $1.7M | $3.0M | −$1.3M |
| Jun 2026 | $2.6M | $3.1M | −$531K |
| May 2026 | $2.1M | $2.3M | −$235K |
| Apr 2026 | $3.1M | $3.6M | −$496K |
| Mar 2026 | $3.7M | $4.0M | −$272K |
| Feb 2026 | $2.3M | $1.6M | $638K |
| Jan 2026 | $3.1M | $4.0M | −$945K |
| Dec 2025 | $7.2M | $3.2M | $4.0M |
| Nov 2025 | $3.5M | $2.1M | $1.4M |
| Oct 2025 | $5.4M | $2.6M | $2.7M |
| Sep 2025 | $4.6M | $2.2M | $2.4M |
| Aug 2025 | $5.5M | $2.7M | $2.8M |
C000093622 Assets Under Management
Net assets of Putnam Sustainable Retirement 2055 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $180.90M |
| 2026-04-30 | $177.10M |
| 2026-01-31 | $172.25M |
| 2025-10-31 | $169.56M |
| 2025-07-31 | $152.75M |
| 2025-04-30 | $130.95M |
| 2025-01-31 | $131.49M |
| 2024-10-31 | $116.85M |
| 2024-07-31 | $100.08M |
| 2024-04-30 | $81.93M |
| 2024-01-31 | $69.67M |
| 2023-10-31 | $52.21M |
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.