C000242655 Performance — American Funds IS 2055 Target Date Fund, Class 1A
Data updated: 2026-08-27
C000242655 returned +11.23% year to date and +21.30% over one year to Jun 2026. The annualised 3-year return is +19.32%. The fund beat its Target-Date category average: $100 invested three years ago grew to $170, against $150 for the category, and to $121 over one year, against $118. Volatility over the past three years was 12.33% a year. In the 12 months to Jun 2026 the fund took in a net $2.6M, and assets reached $9.58M.
C000242655 Growth of $100
What $100 invested in American Funds IS 2055 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 | C000242655 | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $121 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $170 | $150 |
| Since data start (Apr 2023 – Jun 2026) | $178 | $155 |
C000242655 Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +11.23% |
| 1 year | +21.30% |
| 3 years (annualised) | +19.32% |
C000242655 Annual Returns
Calendar-year total returns of American Funds IS 2055 Target Date Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +11.23% |
| 2025 | +22.28% |
| 2024 | +15.91% |
| 2023 (Apr–Dec) | +12.82% |
C000242655 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 | +2.9% | +1.0% | −6.9% | +9.3% | +4.6% | +0.6% | — | — | — | — | — | — |
| 2025 | +5.3% | −1.3% | −4.1% | +0.8% | +6.0% | +5.3% | +0.8% | +2.0% | +2.8% | +1.9% | +0.9% | +0.4% |
| 2024 | +0.5% | +4.4% | +3.0% | −3.7% | +3.5% | +2.2% | +1.6% | +2.3% | +2.1% | −1.8% | +3.4% | −2.2% |
| 2023 | — | — | — | 0.0% | −0.4% | +5.1% | +3.1% | −2.2% | −4.4% | −2.5% | +8.6% | +5.5% |
C000242655 Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 12.33%
- 3-year Sharpe ratio: 1.20 (vs 4.5% risk-free rate)
- Best month: +9.33% (Apr 2026)
- Worst month: −6.90% (Mar 2026)
C000242655 Fund Flows
Monthly money in and out of American Funds IS 2055 Target Date Fund, from SEC Form N-PORT.
- 12-month net flow: $2.6M
- 12-month gross sales (incl. reinvestments): $4.7M
- Sales ÷ redemptions: 2.26×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $668K | $47K | $621K |
| May 2026 | $126K | $74K | $52K |
| Apr 2026 | $225K | $166K | $58K |
| Mar 2026 | $300K | $503K | −$202K |
| Feb 2026 | $191K | $245K | −$54K |
| Jan 2026 | $2.2M | $275K | $2.0M |
| Dec 2025 | $200K | $59K | $142K |
| Nov 2025 | $294K | $75K | $219K |
| Oct 2025 | $98K | $29K | $70K |
| Sep 2025 | $103K | $2K | $101K |
| Aug 2025 | $101K | $371K | −$270K |
| Jul 2025 | $109K | $221K | −$113K |
C000242655 Assets Under Management
Net assets of American Funds IS 2055 Target Date Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $9.58M |
| 2026-03-31 | $8.11M |
| 2025-12-31 | $6.71M |
| 2025-09-30 | $6.12M |
| 2025-06-30 | $6.07M |
| 2025-03-31 | $4.87M |
| 2024-12-31 | $153.21K |
| 2024-09-30 | $52.69K |
| 2024-06-30 | $49.65K |
| 2024-03-31 | $48.74K |
| 2023-12-31 | $45.14K |
| 2023-09-30 | $40.35K |
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.