AAATX vs. AMCPX
Compare and contrast key facts about American Funds 2010 Target Date Retirement Fund (AAATX) and American Funds AMCAP Fund Class A (AMCPX).
AAATX is managed by American Funds. It was launched on Jan 31, 2007. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Performance
AAATX vs. AMCPX - Performance Comparison
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AAATX vs. AMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAATX American Funds 2010 Target Date Retirement Fund | 0.08% | 12.73% | 7.83% | 8.44% | -9.50% | 9.02% | 8.84% | 13.51% | -2.85% | 9.97% |
AMCPX American Funds AMCAP Fund Class A | -8.56% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
Returns By Period
In the year-to-date period, AAATX achieves a 0.08% return, which is significantly higher than AMCPX's -8.56% return. Over the past 10 years, AAATX has underperformed AMCPX with an annualized return of 6.00%, while AMCPX has yielded a comparatively higher 11.00% annualized return.
AAATX
- 1D
- 0.91%
- 1M
- -2.93%
- YTD
- 0.08%
- 6M
- 1.69%
- 1Y
- 9.70%
- 3Y*
- 8.78%
- 5Y*
- 4.88%
- 10Y*
- 6.00%
AMCPX
- 1D
- 3.69%
- 1M
- -6.51%
- YTD
- -8.56%
- 6M
- -6.41%
- 1Y
- 14.53%
- 3Y*
- 15.78%
- 5Y*
- 6.65%
- 10Y*
- 11.00%
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AAATX vs. AMCPX - Expense Ratio Comparison
AAATX has a 0.34% expense ratio, which is lower than AMCPX's 0.65% expense ratio.
Return for Risk
AAATX vs. AMCPX — Risk / Return Rank
AAATX
AMCPX
AAATX vs. AMCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2010 Target Date Retirement Fund (AAATX) and American Funds AMCAP Fund Class A (AMCPX). 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.
| AAATX | AMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 0.77 | +0.85 |
Sortino ratioReturn per unit of downside risk | 2.22 | 1.23 | +0.99 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.17 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.27 | 1.06 | +1.21 |
Martin ratioReturn relative to average drawdown | 9.09 | 4.25 | +4.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AAATX | AMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 0.77 | +0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.35 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.59 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.58 | -0.03 |
Correlation
The correlation between AAATX and AMCPX is 0.86, 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.
Dividends
AAATX vs. AMCPX - Dividend Comparison
AAATX's dividend yield for the trailing twelve months is around 6.83%, less than AMCPX's 9.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAATX American Funds 2010 Target Date Retirement Fund | 6.83% | 6.84% | 5.16% | 3.53% | 3.41% | 3.78% | 3.72% | 3.48% | 3.79% | 2.51% | 2.67% | 4.60% |
AMCPX American Funds AMCAP Fund Class A | 9.54% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
Drawdowns
AAATX vs. AMCPX - Drawdown Comparison
The maximum AAATX drawdown since its inception was -40.44%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for AAATX and AMCPX.
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Drawdown Indicators
| AAATX | AMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.44% | -62.37% | +21.93% |
Max Drawdown (1Y)Largest decline over 1 year | -4.52% | -14.18% | +9.66% |
Max Drawdown (5Y)Largest decline over 5 years | -14.99% | -36.90% | +21.91% |
Max Drawdown (10Y)Largest decline over 10 years | -15.13% | -36.90% | +21.77% |
Current DrawdownCurrent decline from peak | -3.31% | -11.01% | +7.70% |
Average DrawdownAverage peak-to-trough decline | -4.38% | -9.60% | +5.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.13% | 3.54% | -2.41% |
Volatility
AAATX vs. AMCPX - Volatility Comparison
The current volatility for American Funds 2010 Target Date Retirement Fund (AAATX) is 2.38%, while American Funds AMCAP Fund Class A (AMCPX) has a volatility of 6.69%. This indicates that AAATX experiences smaller price fluctuations and is considered to be less risky than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAATX | AMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.38% | 6.69% | -4.31% |
Volatility (6M)Calculated over the trailing 6-month period | 3.64% | 11.65% | -8.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.15% | 19.90% | -13.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.51% | 19.19% | -12.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.67% | 18.67% | -12.00% |