C000242662 Performance — American Funds IS 2060 Target Date Fund, Class 1
Data updated: 2026-08-27
C000242662 returned +11.26% year to date and +21.41% over one year to Jun 2026. The annualised 3-year return is +18.85%. The fund beat its Target-Date category average: $100 invested three years ago grew to $168, 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 $989K, and assets reached $1.30M.
C000242662 Growth of $100
What $100 invested in American Funds IS 2060 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 | C000242662 | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $121 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $168 | $150 |
| Since data start (Apr 2023 – Jun 2026) | $176 | $155 |
C000242662 Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +11.26% |
| 1 year | +21.41% |
| 3 years (annualised) | +18.85% |
C000242662 Annual Returns
Calendar-year total returns of American Funds IS 2060 Target Date Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +11.26% |
| 2025 | +20.90% |
| 2024 | +15.61% |
| 2023 (Apr–Dec) | +13.02% |
C000242662 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 | +2.8% | +0.9% | −7.0% | +9.5% | +4.7% | +0.6% | — | — | — | — | — | — |
| 2025 | +3.7% | −1.4% | −4.1% | +1.2% | +6.0% | +5.4% | +0.8% | +2.0% | +2.8% | +1.9% | +0.9% | +0.4% |
| 2024 | +0.4% | +4.5% | +2.9% | −3.7% | +3.5% | +2.2% | +1.6% | +2.3% | +2.1% | −1.8% | +3.1% | −2.2% |
| 2023 | — | — | — | 0.0% | −0.4% | +5.1% | +3.2% | −2.2% | −4.5% | −2.5% | +8.7% | +5.6% |
C000242662 Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 12.33%
- 3-year Sharpe ratio: 1.16 (vs 4.5% risk-free rate)
- Best month: +9.51% (Apr 2026)
- Worst month: −7.04% (Mar 2026)
C000242662 Fund Flows
Monthly money in and out of American Funds IS 2060 Target Date Fund, from SEC Form N-PORT.
- 12-month net flow: $989K
- 12-month gross sales (incl. reinvestments): $1.4M
- Sales ÷ redemptions: 3.62×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $73K | $1K | $72K |
| May 2026 | $78K | $2K | $76K |
| Apr 2026 | $30K | $24K | $6K |
| Mar 2026 | $199K | $4K | $195K |
| Feb 2026 | $71K | $7K | $64K |
| Jan 2026 | $23K | $1K | $22K |
| Dec 2025 | $62K | $71K | −$9K |
| Nov 2025 | $800K | $260K | $540K |
| Oct 2025 | $7K | $112 | $7K |
| Sep 2025 | $8K | $29 | $8K |
| Aug 2025 | $8K | $7K | $707 |
| Jul 2025 | $7K | $81 | $6K |
C000242662 Assets Under Management
Net assets of American Funds IS 2060 Target Date Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $1.30M |
| 2026-03-31 | $1.03M |
| 2025-12-31 | $785.11K |
| 2025-09-30 | $235.75K |
| 2025-06-30 | $208.40K |
| 2025-03-31 | $138.65K |
| 2024-12-31 | $135.37K |
| 2024-09-30 | $52.76K |
| 2024-06-30 | $49.73K |
| 2024-03-31 | $48.80K |
| 2023-12-31 | $45.19K |
| 2023-09-30 | $40.38K |
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.