TDSSX Performance — American Funds 2060 Target Date Retirement Fund, Class T
Data updated: 2026-09-28
TDSSX returned +10.78% year to date and +27.33% over one year to May 2026. Annualised returns are +20.51% over 3 years and +9.99% over 5 years. The fund beat its Target-Date category average: $100 invested three years ago grew to $175, against $155 for the category, and to $127 over one year, against $121. Volatility over the past three years was 12.41% a year. In the 12 months to Jul 2026 the fund took in a net $1.2B, and assets reached $20.64B.
TDSSX Growth of $100
What $100 invested in American Funds 2060 Target Date Retirement Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | TDSSX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $127 | $121 |
| 3 years (Jun 2023 – May 2026) | $175 | $155 |
| 5 years (Jun 2021 – May 2026) | $161 | $144 |
| Since data start (Aug 2019 – May 2026) | $227 | $186 |
TDSSX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +10.78% |
| 1 year | +27.33% |
| 3 years (annualised) | +20.51% |
| 5 years (annualised) | +9.99% |
TDSSX Annual Returns
Calendar-year total returns of American Funds 2060 Target Date Retirement Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +10.78% |
| 2025 | +20.68% |
| 2024 | +15.52% |
| 2023 | +21.50% |
| 2022 | −19.70% |
| 2021 | +17.07% |
| 2020 | +19.22% |
| 2019 (Aug–Dec) | +8.14% |
TDSSX 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% | +1.0% | −6.9% | +9.5% | +4.7% | — | — | — | — | — | — | — |
| 2025 | +3.8% | −1.4% | −4.2% | +1.0% | +6.0% | +5.3% | +0.8% | +2.0% | +2.8% | +1.9% | +0.8% | +0.4% |
| 2024 | +0.4% | +4.4% | +2.9% | −3.7% | +3.4% | +2.2% | +1.6% | +2.2% | +2.1% | −1.8% | +3.3% | −2.2% |
| 2023 | +6.6% | −2.7% | +2.6% | +1.3% | −0.5% | +5.1% | +3.0% | −2.2% | −4.4% | −2.5% | +8.6% | +5.6% |
| 2022 | −6.5% | −2.7% | +1.2% | −8.3% | +0.5% | −7.9% | +6.5% | −3.4% | −8.1% | +5.6% | +7.0% | −3.7% |
| 2021 | −0.5% | +2.4% | +2.2% | +4.1% | +1.1% | +1.3% | +0.7% | +2.6% | −3.7% | +5.3% | −2.7% | +3.4% |
| 2020 | −0.9% | −5.9% | −11.6% | +10.5% | +5.1% | +2.6% | +4.5% | +5.0% | −2.5% | −2.1% | +10.8% | +4.6% |
| 2019 | — | — | — | — | — | — | — | −1.5% | +0.9% | +2.2% | +3.3% | +3.1% |
TDSSX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 12.41%
- 3-year Sharpe ratio: 1.29 (vs 4.5% risk-free rate)
- Best month: +9.48% (Apr 2026)
- Worst month: −6.89% (Mar 2026)
TDSSX Fund Flows
Monthly money in and out of American Funds 2060 Target Date Retirement Fund, from SEC Form N-PORT.
- 12-month net flow: $1.2B
- 12-month gross sales (incl. reinvestments): $6.1B
- Sales ÷ redemptions: 1.24×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $430.0M | $449.2M | −$19.2M |
| Jun 2026 | $380.9M | $530.0M | −$149.1M |
| May 2026 | $433.9M | $437.0M | −$3.1M |
| Apr 2026 | $423.1M | $451.7M | −$28.6M |
| Mar 2026 | $491.6M | $487.6M | $4.1M |
| Feb 2026 | $476.1M | $365.8M | $110.3M |
| Jan 2026 | $576.8M | $439.9M | $136.9M |
| Dec 2025 | $1.4B | $318.2M | $1.1B |
| Nov 2025 | $340.8M | $296.1M | $44.6M |
| Oct 2025 | $402.4M | $456.9M | −$54.5M |
| Sep 2025 | $386.4M | $355.2M | $31.2M |
| Aug 2025 | $362.0M | $360.9M | $1.1M |
TDSSX Assets Under Management
Net assets of American Funds 2060 Target Date Retirement Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $20.64B |
| 2026-04-30 | $20.12B |
| 2026-01-31 | $19.48B |
| 2025-10-31 | $18.41B |
| 2025-07-31 | $17.24B |
| 2025-04-30 | $15.14B |
| 2025-01-31 | $15.39B |
| 2024-10-31 | $14.29B |
| 2024-07-31 | $13.42B |
| 2024-04-30 | $11.96B |
| 2024-01-31 | $10.96B |
| 2023-10-31 | $9.01B |
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.