AAATX vs. ANCFX
Compare and contrast key facts about American Funds 2010 Target Date Retirement Fund (AAATX) and American Funds Fundamental Investors Class A (ANCFX).
AAATX is managed by American Funds. It was launched on Jan 31, 2007. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Performance
AAATX vs. ANCFX - Performance Comparison
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AAATX vs. ANCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAATX American Funds 2010 Target Date Retirement Fund | -0.82% | 12.73% | 7.83% | 8.44% | -9.50% | 9.02% | 8.84% | 13.51% | -2.85% | 9.97% |
ANCFX American Funds Fundamental Investors Class A | -6.13% | 24.21% | 22.73% | 25.86% | -16.66% | 22.43% | 14.92% | 27.07% | -8.13% | 22.80% |
Returns By Period
In the year-to-date period, AAATX achieves a -0.82% return, which is significantly higher than ANCFX's -6.13% return. Over the past 10 years, AAATX has underperformed ANCFX with an annualized return of 5.90%, while ANCFX has yielded a comparatively higher 12.92% annualized return.
AAATX
- 1D
- 0.25%
- 1M
- -4.18%
- YTD
- -0.82%
- 6M
- 1.09%
- 1Y
- 8.90%
- 3Y*
- 8.45%
- 5Y*
- 4.80%
- 10Y*
- 5.90%
ANCFX
- 1D
- -0.62%
- 1M
- -9.88%
- YTD
- -6.13%
- 6M
- -2.09%
- 1Y
- 20.46%
- 3Y*
- 19.35%
- 5Y*
- 11.57%
- 10Y*
- 12.92%
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AAATX vs. ANCFX - Expense Ratio Comparison
AAATX has a 0.34% expense ratio, which is lower than ANCFX's 0.59% expense ratio.
Return for Risk
AAATX vs. ANCFX — Risk / Return Rank
AAATX
ANCFX
AAATX vs. ANCFX - 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 Fundamental Investors Class A (ANCFX). 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 | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.53 | 1.16 | +0.37 |
Sortino ratioReturn per unit of downside risk | 2.09 | 1.75 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.25 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.99 | 1.61 | +0.38 |
Martin ratioReturn relative to average drawdown | 8.10 | 7.19 | +0.91 |
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 | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.53 | 1.16 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.70 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.89 | 0.73 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.61 | -0.07 |
Correlation
The correlation between AAATX and ANCFX is 0.91, 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. ANCFX - Dividend Comparison
AAATX's dividend yield for the trailing twelve months is around 6.90%, less than ANCFX's 9.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAATX American Funds 2010 Target Date Retirement Fund | 6.90% | 6.84% | 5.16% | 3.53% | 3.41% | 3.78% | 3.72% | 3.48% | 3.79% | 2.51% | 2.67% | 4.60% |
ANCFX American Funds Fundamental Investors Class A | 9.11% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
Drawdowns
AAATX vs. ANCFX - Drawdown Comparison
The maximum AAATX drawdown since its inception was -40.44%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for AAATX and ANCFX.
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Drawdown Indicators
| AAATX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.44% | -53.29% | +12.85% |
Max Drawdown (1Y)Largest decline over 1 year | -4.52% | -11.35% | +6.83% |
Max Drawdown (5Y)Largest decline over 5 years | -14.99% | -25.07% | +10.08% |
Max Drawdown (10Y)Largest decline over 10 years | -15.13% | -33.93% | +18.80% |
Current DrawdownCurrent decline from peak | -4.18% | -10.66% | +6.48% |
Average DrawdownAverage peak-to-trough decline | -4.38% | -7.34% | +2.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.11% | 2.54% | -1.43% |
Volatility
AAATX vs. ANCFX - Volatility Comparison
The current volatility for American Funds 2010 Target Date Retirement Fund (AAATX) is 2.12%, while American Funds Fundamental Investors Class A (ANCFX) has a volatility of 4.98%. This indicates that AAATX experiences smaller price fluctuations and is considered to be less risky than ANCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAATX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.12% | 4.98% | -2.86% |
Volatility (6M)Calculated over the trailing 6-month period | 3.53% | 10.64% | -7.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.10% | 17.94% | -11.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.50% | 16.67% | -10.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.66% | 17.65% | -10.99% |