C000216180 Performance — American Funds IS 2035 Target Date Fund, Class 4
Data updated: 2026-08-27
C000216180 returned +7.05% year to date and +14.37% over one year to Jun 2026. Annualised returns are +14.43% over 3 years and +7.45% over 5 years. The fund trailed its Target-Date category average: $100 invested three years ago grew to $150, against $150 for the category, and to $114 over one year, against $118. Volatility over the past three years was 9.47% a year. In the 12 months to Jun 2026 the fund took in a net $23.2M, and assets reached $40.01M.
C000216180 Growth of $100
What $100 invested in American Funds IS 2035 Target Date Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | C000216180 | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $114 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $150 | $150 |
| 5 years (Jul 2021 – Jun 2026) | $143 | $143 |
| Since data start (Oct 2019 – Jun 2026) | $187 | $186 |
C000216180 Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +7.05% |
| 1 year | +14.37% |
| 3 years (annualised) | +14.43% |
| 5 years (annualised) | +7.45% |
C000216180 Annual Returns
Calendar-year total returns of American Funds IS 2035 Target Date Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +7.05% |
| 2025 | +17.13% |
| 2024 | +12.04% |
| 2023 | +16.51% |
| 2022 | −16.79% |
| 2021 | +14.99% |
| 2020 | +16.01% |
| 2019 (Oct–Dec) | +2.70% |
C000216180 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 | +2.0% | +1.3% | −5.2% | +6.1% | +2.7% | +0.2% | — | — | — | — | — | — |
| 2025 | +3.8% | 0.0% | −2.8% | +0.7% | +3.9% | +4.0% | +0.5% | +1.8% | +2.0% | +1.0% | +1.1% | +0.2% |
| 2024 | +0.3% | +2.9% | +2.5% | −3.2% | +3.0% | +1.6% | +2.1% | +2.1% | +1.8% | −1.7% | +2.6% | −2.1% |
| 2023 | +5.5% | −2.8% | +2.5% | +1.3% | −1.0% | +3.8% | +2.3% | −1.8% | −3.9% | −2.0% | +7.4% | +5.0% |
| 2022 | −5.1% | −2.3% | +0.8% | −6.9% | +0.7% | −6.8% | +5.4% | −3.2% | −7.7% | +4.9% | +6.2% | −3.0% |
| 2021 | −0.5% | +1.9% | +2.0% | +3.4% | +1.3% | +0.9% | +0.8% | +2.0% | −3.2% | +4.6% | −2.3% | +3.4% |
| 2020 | −0.7% | −5.1% | −10.6% | +9.3% | +4.1% | +2.1% | +4.2% | +4.2% | −2.3% | −1.9% | +9.6% | +4.0% |
| 2019 | — | — | — | — | — | — | — | — | — | 0.0% | 0.0% | +2.7% |
C000216180 Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 9.47%
- 3-year Sharpe ratio: 1.05 (vs 4.5% risk-free rate)
- Best month: +7.39% (Nov 2023)
- Worst month: −5.15% (Mar 2026)
C000216180 Fund Flows
Monthly money in and out of American Funds IS 2035 Target Date Fund, from SEC Form N-PORT.
- 12-month net flow: $23.2M
- 12-month gross sales (incl. reinvestments): $33.0M
- Sales ÷ redemptions: 3.38×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $1.9M | $704K | $1.2M |
| May 2026 | $1.8M | $203K | $1.6M |
| Apr 2026 | $1.7M | $678K | $1.0M |
| Mar 2026 | $2.2M | $528K | $1.6M |
| Feb 2026 | $1.0M | $56K | $971K |
| Jan 2026 | $13.3M | $1.7M | $11.5M |
| Dec 2025 | $1.2M | $1.3M | −$112K |
| Nov 2025 | $8.0M | $69K | $7.9M |
| Oct 2025 | $285K | $829K | −$544K |
| Sep 2025 | $157K | $2.0M | −$1.9M |
| Aug 2025 | $1.2M | $675K | $496K |
| Jul 2025 | $218K | $896K | −$678K |
C000216180 Assets Under Management
Net assets of American Funds IS 2035 Target Date Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $40.01M |
| 2026-03-31 | $34.24M |
| 2025-12-31 | $20.89M |
| 2025-09-30 | $13.38M |
| 2025-06-30 | $14.77M |
| 2025-03-31 | $13.32M |
| 2024-12-31 | $1.23M |
| 2024-09-30 | $1.16M |
| 2024-06-30 | $1.09M |
| 2024-03-31 | $1.08M |
| 2023-12-31 | $2.41M |
| 2023-09-30 | $2.19M |
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.