C000162757 Performance — Putnam Sustainable Retirement 2060 Fund, Class R
Data updated: 2026-10-13
C000162757 returned +6.23% year to date and +12.65% over one year to Jul 2026. Annualised returns are +13.77% over 3 years and +8.04% over 5 years. Against its Target-Date category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $147, against $146 for the category, and to $113 over one year, against $116. Volatility over the past three years was 12.72% a year. In the 12 months to Jul 2026 the fund took in a net $9.3M, and assets reached $86.54M.
C000162757 Growth of $100
What $100 invested in Putnam Sustainable Retirement 2060 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | C000162757 | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $113 | $116 |
| 3 years (Aug 2023 – Jul 2026) | $147 | $146 |
| 5 years (Aug 2021 – Jul 2026) | $147 | $142 |
| Since data start (Aug 2019 – Jul 2026) | $200 | $186 |
C000162757 Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +6.23% |
| 1 year | +12.65% |
| 3 years (annualised) | +13.77% |
| 5 years (annualised) | +8.04% |
C000162757 Annual Returns
Calendar-year total returns of Putnam Sustainable Retirement 2060 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +6.23% |
| 2025 | +13.65% |
| 2024 | +23.59% |
| 2023 | +13.47% |
| 2022 | −13.45% |
| 2021 | +25.19% |
| 2020 | +6.39% |
| 2019 (Aug–Dec) | +2.51% |
C000162757 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 | 0.0% | 0.0% | −5.1% | +8.3% | +3.9% | +0.4% | −1.0% | — | — | — | — | — |
| 2025 | +4.5% | −2.9% | −5.4% | +1.0% | +5.5% | +3.7% | +1.1% | +1.0% | +2.8% | +1.8% | +0.6% | −0.3% |
| 2024 | +9.8% | −4.1% | +2.9% | +5.3% | +0.7% | +1.8% | +5.2% | −2.7% | +2.0% | +2.1% | +3.9% | −4.5% |
| 2023 | +5.9% | +0.6% | +2.9% | −2.7% | +2.2% | +5.0% | +0.6% | −1.8% | −4.8% | −1.6% | +2.0% | +5.2% |
| 2022 | −1.6% | −7.3% | +2.0% | −2.4% | +6.8% | −7.6% | +0.3% | +6.2% | −7.9% | −3.0% | +6.3% | −4.5% |
| 2021 | +10.0% | +3.8% | +2.5% | +2.3% | +0.7% | +2.0% | +1.3% | +4.3% | −4.4% | +2.4% | −4.8% | +3.2% |
| 2020 | +2.0% | +10.2% | −12.7% | −7.3% | +5.2% | +2.7% | +4.6% | −2.2% | −3.0% | +4.8% | −0.2% | +4.3% |
| 2019 | — | — | — | — | — | — | — | +1.4% | +1.7% | −2.3% | −0.7% | +2.5% |
C000162757 Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 12.72%
- 3-year Sharpe ratio: 0.73 (vs 4.5% risk-free rate)
- Best month: +9.82% (Jan 2024)
- Worst month: −5.36% (Mar 2025)
C000162757 Fund Flows
Monthly money in and out of Putnam Sustainable Retirement 2060 Fund, from SEC Form N-PORT.
- 12-month net flow: $9.3M
- 12-month gross sales (incl. reinvestments): $29.9M
- Sales ÷ redemptions: 1.45×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $1.6M | $2.1M | −$528K |
| Jun 2026 | $2.3M | $2.9M | −$541K |
| May 2026 | $2.3M | $987K | $1.3M |
| Apr 2026 | $1.5M | $1.3M | $259K |
| Mar 2026 | $2.5M | $2.1M | $469K |
| Feb 2026 | $2.7M | $1.6M | $1.1M |
| Jan 2026 | $1.5M | $1.8M | −$314K |
| Dec 2025 | $5.6M | $1.5M | $4.1M |
| Nov 2025 | $2.6M | $1.2M | $1.4M |
| Oct 2025 | $2.1M | $2.4M | −$323K |
| Sep 2025 | $3.0M | $1.1M | $1.8M |
| Aug 2025 | $2.2M | $1.6M | $618K |
C000162757 Assets Under Management
Net assets of Putnam Sustainable Retirement 2060 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $86.54M |
| 2026-04-30 | $83.39M |
| 2026-01-31 | $79.20M |
| 2025-10-31 | $76.31M |
| 2025-07-31 | $70.04M |
| 2025-04-30 | $56.83M |
| 2025-01-31 | $57.14M |
| 2024-10-31 | $47.94M |
| 2024-07-31 | $39.67M |
| 2024-04-30 | $29.73M |
| 2024-01-31 | $24.21M |
| 2023-10-31 | $16.84M |
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.