C000222447 Performance — Putnam Sustainable Retirement 2030 Fund, Class R4
Data updated: 2026-10-13
C000222447 returned +2.25% year to date and +6.35% over one year to Jul 2026. Annualised returns are +8.33% over 3 years and +4.74% over 5 years. The fund trailed its Target-Date category average: $100 invested three years ago grew to $127, against $146 for the category, and to $106 over one year, against $116. Volatility over the past three years was 7.39% a year. In the 12 months to Jul 2026 the fund took in a net $124.1M, and assets reached $546.21M.
C000222447 Growth of $100
What $100 invested in Putnam Sustainable Retirement 2030 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | C000222447 | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $106 | $116 |
| 3 years (Aug 2023 – Jul 2026) | $127 | $146 |
| 5 years (Aug 2021 – Jul 2026) | $126 | $142 |
| Since data start (Nov 2020 – Jul 2026) | $133 | $168 |
C000222447 Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +2.25% |
| 1 year | +6.35% |
| 3 years (annualised) | +8.33% |
| 5 years (annualised) | +4.74% |
C000222447 Annual Returns
Calendar-year total returns of Putnam Sustainable Retirement 2030 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +2.25% |
| 2025 | +9.44% |
| 2024 | +13.97% |
| 2023 | +6.27% |
| 2022 | −6.59% |
| 2021 (Feb–Dec) | +5.75% |
| 2020 (Nov–Nov) | −0.61% |
C000222447 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 | −0.2% | +0.4% | −2.4% | +3.2% | +1.7% | +0.4% | −0.8% | — | — | — | — | — |
| 2025 | +2.8% | −0.2% | −2.5% | +0.4% | +2.0% | +2.3% | +0.4% | +0.9% | +1.6% | +1.0% | +0.7% | −0.3% |
| 2024 | +6.5% | −3.1% | +2.0% | +2.1% | +1.5% | +1.3% | +3.3% | −2.2% | +1.4% | +1.7% | +1.9% | −2.8% |
| 2023 | +2.9% | +0.6% | +2.2% | −1.9% | +0.9% | +2.0% | −0.2% | −1.5% | −3.2% | −0.7% | +1.1% | +4.1% |
| 2022 | −0.5% | −3.4% | +0.5% | −1.2% | +3.4% | −4.1% | +0.5% | +2.3% | −3.9% | −1.6% | +2.8% | −1.4% |
| 2021 | — | +1.9% | +1.1% | +0.8% | +0.3% | +1.0% | +0.9% | +1.4% | −2.5% | +1.2% | −2.0% | +1.6% |
| 2020 | — | — | — | — | — | — | — | — | — | — | −0.6% | — |
C000222447 Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 7.39%
- 3-year Sharpe ratio: 0.52 (vs 4.5% risk-free rate)
- Best month: +6.49% (Jan 2024)
- Worst month: −3.25% (Sep 2023)
C000222447 Fund Flows
Monthly money in and out of Putnam Sustainable Retirement 2030 Fund, from SEC Form N-PORT.
- 12-month net flow: $124.1M
- 12-month gross sales (incl. reinvestments): $263.1M
- Sales ÷ redemptions: 1.89×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $14.5M | $14.5M | −$8K |
| Jun 2026 | $16.0M | $13.0M | $2.9M |
| May 2026 | $15.6M | $15.1M | $446K |
| Apr 2026 | $11.7M | $12.1M | −$356K |
| Mar 2026 | $19.7M | $8.9M | $10.8M |
| Feb 2026 | $26.5M | $16.7M | $9.9M |
| Jan 2026 | $23.4M | $10.4M | $13.0M |
| Dec 2025 | $36.8M | $7.3M | $29.6M |
| Nov 2025 | $24.7M | $7.8M | $16.9M |
| Oct 2025 | $28.7M | $13.7M | $15.0M |
| Sep 2025 | $23.2M | $8.5M | $14.7M |
| Aug 2025 | $22.4M | $11.0M | $11.4M |
C000222447 Assets Under Management
Net assets of Putnam Sustainable Retirement 2030 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $546.21M |
| 2026-04-30 | $535.92M |
| 2026-01-31 | $509.59M |
| 2025-10-31 | $458.96M |
| 2025-07-31 | $402.93M |
| 2025-04-30 | $366.04M |
| 2025-01-31 | $355.91M |
| 2024-10-31 | $325.08M |
| 2024-07-31 | $294.17M |
| 2024-04-30 | $269.02M |
| 2024-01-31 | $255.48M |
| 2023-10-31 | $223.76M |
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.