AAATX vs. AADTX
Compare and contrast key facts about American Funds 2010 Target Date Retirement Fund (AAATX) and American Funds 2025 Target Date Retirement Fund (AADTX).
AAATX is managed by American Funds. It was launched on Jan 31, 2007. AADTX is managed by American Funds. It was launched on Jan 31, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAATX or AADTX.
Performance
AAATX vs. AADTX - Performance Comparison
Returns By Period
In the year-to-date period, AAATX achieves a 8.22% return, which is significantly lower than AADTX's 9.33% return. Over the past 10 years, AAATX has underperformed AADTX with an annualized return of 5.04%, while AADTX has yielded a comparatively higher 6.40% annualized return.
AAATX
8.22%
-0.81%
5.25%
13.26%
5.17%
5.04%
AADTX
9.33%
-0.99%
5.08%
14.90%
6.52%
6.40%
Key characteristics
| AAATX | AADTX | |
|---|---|---|
| Sharpe Ratio | 2.54 | 2.40 |
| Sortino Ratio | 3.69 | 3.50 |
| Omega Ratio | 1.49 | 1.45 |
| Calmar Ratio | 2.13 | 1.92 |
| Martin Ratio | 15.82 | 15.56 |
| Ulcer Index | 0.84% | 0.95% |
| Daily Std Dev | 5.21% | 6.15% |
| Max Drawdown | -37.63% | -47.37% |
| Current Drawdown | -1.53% | -1.67% |
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AAATX vs. AADTX - Expense Ratio Comparison
Both AAATX and AADTX have an expense ratio of 0.34%.
Correlation
The correlation between AAATX and AADTX is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
AAATX vs. AADTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2010 Target Date Retirement Fund (AAATX) and American Funds 2025 Target Date Retirement Fund (AADTX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AAATX vs. AADTX - Dividend Comparison
AAATX's dividend yield for the trailing twelve months is around 2.59%, more than AADTX's 2.16% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAATX American Funds 2010 Target Date Retirement Fund | 2.59% | 2.80% | 2.48% | 1.52% | 2.40% | 2.04% | 2.08% | 1.71% | 1.74% | 1.42% | 6.12% | 7.48% |
AADTX American Funds 2025 Target Date Retirement Fund | 2.16% | 2.36% | 2.15% | 1.08% | 1.68% | 1.48% | 1.47% | 1.11% | 1.20% | 0.92% | 4.75% | 3.44% |
Drawdowns
AAATX vs. AADTX - Drawdown Comparison
The maximum AAATX drawdown since its inception was -37.63%, smaller than the maximum AADTX drawdown of -47.37%. Use the drawdown chart below to compare losses from any high point for AAATX and AADTX. For additional features, visit the drawdowns tool.
Volatility
AAATX vs. AADTX - Volatility Comparison
The current volatility for American Funds 2010 Target Date Retirement Fund (AAATX) is 1.35%, while American Funds 2025 Target Date Retirement Fund (AADTX) has a volatility of 1.57%. This indicates that AAATX experiences smaller price fluctuations and is considered to be less risky than AADTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.