C000262086 Performance — Putnam Sustainable Retirement 2070 Fund
Data updated: 2026-10-13
C000262086 returned +6.79% year to date and +14.71% over one year to Jul 2026. Over one year the fund beat its Moderate Allocation category average: $100 grew to $115, against $115 for the category. Volatility over the past 12 months was 11.44% a year. In the 12 months to Jul 2026 the fund took in a net $1.0M, and assets reached $1.16M.
C000262086 Growth of $100
What $100 invested in Putnam Sustainable Retirement 2070 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Moderate Allocation category average over the same months.
| Period | C000262086 | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $115 | $115 |
C000262086 Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +6.79% |
| 1 year | +14.71% |
3- and 5-year figures withheld: too few months to verify.
C000262086 Annual Returns
Calendar-year total returns of Putnam Sustainable Retirement 2070 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +6.79% |
| 2025 (Aug–Dec) | +7.42% |
C000262086 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% | −5.3% | +8.6% | +4.1% | +0.4% | −0.9% | — | — | — | — | — |
| 2025 | — | — | — | — | — | — | — | +2.1% | +2.8% | +1.9% | +0.7% | −0.4% |
C000262086 Risk
Risk measures from monthly returns over Aug 2025 – Jul 2026.
- 1-year volatility (annualised): 11.44%
- Best month: +8.65% (Apr 2026)
- Worst month: −5.27% (Mar 2026)
C000262086 Fund Flows
Monthly money in and out of Putnam Sustainable Retirement 2070 Fund, from SEC Form N-PORT.
- 12-month net flow: $1.0M
- 12-month gross sales (incl. reinvestments): $1.0M
- Sales ÷ redemptions: 36.09×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $1K | $0 | $1K |
| Jun 2026 | $817 | $0 | $817 |
| May 2026 | $240 | $0 | $240 |
| Apr 2026 | $799 | $0 | $799 |
| Mar 2026 | $1K | $0 | $1K |
| Feb 2026 | $1K | $0 | $1K |
| Jan 2026 | $240 | $25 | $215 |
| Dec 2025 | $15K | $29K | −$15K |
| Nov 2025 | $0 | $0 | $0 |
| Oct 2025 | $0 | $0 | $0 |
| Sep 2025 | $28K | $0 | $28K |
| Aug 2025 | $1.0M | $0 | $1.0M |
C000262086 Assets Under Management
Net assets of Putnam Sustainable Retirement 2070 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $1.16M |
| 2026-04-30 | $1.11M |
| 2026-01-31 | $1.08M |
| 2025-10-31 | $1.10M |
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.