PortfoliosLab logo
American Funds 2060 Target Date Retirement Fund (A...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US02631C4454

CUSIP

02631C445

Inception Date

Mar 26, 2015

Min. Investment

$250

Asset Class

Multi-Asset

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

AANTX has an expense ratio of 0.34%, placing it in the medium range.


Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in American Funds 2060 Target Date Retirement Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


80.00%100.00%120.00%140.00%160.00%180.00%200.00%December2025FebruaryMarchAprilMay
93.38%
174.62%
AANTX (American Funds 2060 Target Date Retirement Fund)
Benchmark (^GSPC)

Returns By Period

American Funds 2060 Target Date Retirement Fund (AANTX) returned 0.79% year-to-date (YTD) and 6.19% over the past 12 months. Over the past 10 years, AANTX returned 6.58% annually, underperforming the S&P 500 benchmark at 10.45%.


AANTX

YTD

0.79%

1M

5.79%

6M

-3.72%

1Y

6.19%

5Y*

8.37%

10Y*

6.58%

^GSPC (Benchmark)

YTD

-3.77%

1M

3.72%

6M

-5.60%

1Y

8.55%

5Y*

14.11%

10Y*

10.45%

*Annualized

Monthly Returns

The table below presents the monthly returns of AANTX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.77%-1.47%-4.19%0.98%1.88%0.79%
20240.38%4.39%2.89%-3.74%3.46%2.11%1.61%2.21%2.16%-1.84%3.26%-4.27%12.86%
20236.58%-2.74%2.52%1.34%-0.55%5.09%2.99%-2.19%-4.42%-2.48%8.56%4.57%19.97%
2022-6.54%-2.71%1.18%-8.33%0.47%-7.98%6.43%-3.39%-8.15%5.66%6.95%-8.95%-24.23%
2021-0.51%2.37%2.19%4.10%1.06%1.34%0.75%2.62%-3.77%5.30%-2.68%0.54%13.71%
2020-0.89%-6.03%-11.64%10.48%5.03%2.63%4.51%4.97%-2.47%-2.11%10.78%2.53%16.59%
20196.85%2.42%1.71%2.96%-5.20%5.73%0.39%-1.47%0.78%2.25%3.19%0.59%21.53%
20185.42%-3.22%-1.58%0.56%1.28%0.00%2.21%0.70%0.31%-7.04%1.98%-8.52%-8.44%
20173.02%2.36%1.01%1.64%1.89%0.35%2.55%0.26%2.22%2.01%1.72%0.36%21.15%
2016-4.93%-0.65%6.30%1.33%0.91%0.10%3.50%0.19%0.67%-1.72%1.36%-0.20%6.67%
20150.10%1.70%0.88%-1.85%1.29%-5.68%-2.91%6.63%0.20%-1.79%-1.89%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AANTX is 51, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of AANTX is 5151
Overall Rank
The Sharpe Ratio Rank of AANTX is 4747
Sharpe Ratio Rank
The Sortino Ratio Rank of AANTX is 4848
Sortino Ratio Rank
The Omega Ratio Rank of AANTX is 4848
Omega Ratio Rank
The Calmar Ratio Rank of AANTX is 5757
Calmar Ratio Rank
The Martin Ratio Rank of AANTX is 5252
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for American Funds 2060 Target Date Retirement Fund (AANTX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

American Funds 2060 Target Date Retirement Fund Sharpe ratios as of May 10, 2025 (values are recalculated daily):

  • 1-Year: 0.39
  • 5-Year: 0.54
  • 10-Year: 0.43
  • All Time: 0.44

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of American Funds 2060 Target Date Retirement Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.39
0.44
AANTX (American Funds 2060 Target Date Retirement Fund)
Benchmark (^GSPC)

Dividends

Dividend History

American Funds 2060 Target Date Retirement Fund provided a 0.88% dividend yield over the last twelve months, with an annual payout of $0.16 per share.


0.50%0.60%0.70%0.80%0.90%1.00%1.10%$0.00$0.05$0.10$0.15$0.202015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018201720162015
Dividend$0.16$0.16$0.18$0.07$0.13$0.09$0.10$0.09$0.09$0.11$0.07

Dividend yield

0.88%0.88%1.15%0.54%0.72%0.58%0.76%0.77%0.69%1.08%0.74%

Monthly Dividends

The table displays the monthly dividend distributions for American Funds 2060 Target Date Retirement Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.16$0.16
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.18$0.18
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.07$0.07
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.13$0.13
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.09$0.09
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.10$0.10
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.09$0.09
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.09$0.09
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.11$0.11
2015$0.07$0.07

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-4.89%
-7.88%
AANTX (American Funds 2060 Target Date Retirement Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the American Funds 2060 Target Date Retirement Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the American Funds 2060 Target Date Retirement Fund was 29.47%, occurring on Oct 14, 2022. Recovery took 484 trading sessions.

The current American Funds 2060 Target Date Retirement Fund drawdown is 4.89%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-29.47%Nov 17, 2021229Oct 14, 2022484Sep 19, 2024713
-29.42%Feb 20, 202023Mar 23, 202093Aug 4, 2020116
-16.31%Jan 29, 2018229Dec 24, 2018145Jul 24, 2019374
-16.1%Dec 17, 202476Apr 8, 2025
-15.07%May 22, 2015183Feb 11, 2016117Jul 29, 2016300

Volatility

Volatility Chart

The current American Funds 2060 Target Date Retirement Fund volatility is 5.10%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
5.10%
6.82%
AANTX (American Funds 2060 Target Date Retirement Fund)
Benchmark (^GSPC)