AAATX vs. ANWPX
Compare and contrast key facts about American Funds 2010 Target Date Retirement Fund (AAATX) and American Funds New Perspective Fund Class A (ANWPX).
AAATX is managed by American Funds. It was launched on Jan 31, 2007. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
AAATX vs. ANWPX - Performance Comparison
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AAATX vs. ANWPX - 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% |
ANWPX American Funds New Perspective Fund Class A | -5.30% | 21.33% | 16.76% | 24.63% | -25.92% | 17.64% | 33.42% | 30.10% | -5.99% | 28.91% |
Returns By Period
In the year-to-date period, AAATX achieves a 0.08% return, which is significantly higher than ANWPX's -5.30% return. Over the past 10 years, AAATX has underperformed ANWPX with an annualized return of 6.00%, while ANWPX has yielded a comparatively higher 12.32% 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%
ANWPX
- 1D
- 3.10%
- 1M
- -6.93%
- YTD
- -5.30%
- 6M
- -3.65%
- 1Y
- 16.52%
- 3Y*
- 14.90%
- 5Y*
- 7.06%
- 10Y*
- 12.32%
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AAATX vs. ANWPX - Expense Ratio Comparison
AAATX has a 0.34% expense ratio, which is lower than ANWPX's 0.72% expense ratio.
Return for Risk
AAATX vs. ANWPX — Risk / Return Rank
AAATX
ANWPX
AAATX vs. ANWPX - 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 New Perspective Fund Class A (ANWPX). 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 | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 1.01 | +0.60 |
Sortino ratioReturn per unit of downside risk | 2.22 | 1.55 | +0.67 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.21 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.27 | 1.42 | +0.85 |
Martin ratioReturn relative to average drawdown | 9.09 | 5.78 | +3.31 |
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 | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 1.01 | +0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.41 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.70 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.65 | -0.11 |
Correlation
The correlation between AAATX and ANWPX is 0.89, 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. ANWPX - Dividend Comparison
AAATX's dividend yield for the trailing twelve months is around 6.83%, less than ANWPX's 6.94% 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% |
ANWPX American Funds New Perspective Fund Class A | 6.94% | 6.57% | 5.13% | 5.36% | 4.16% | 7.01% | 4.13% | 3.67% | 7.59% | 5.50% | 3.86% | 6.14% |
Drawdowns
AAATX vs. ANWPX - Drawdown Comparison
The maximum AAATX drawdown since its inception was -40.44%, smaller than the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for AAATX and ANWPX.
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Drawdown Indicators
| AAATX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.44% | -52.34% | +11.90% |
Max Drawdown (1Y)Largest decline over 1 year | -4.52% | -11.75% | +7.23% |
Max Drawdown (5Y)Largest decline over 5 years | -14.99% | -34.45% | +19.46% |
Max Drawdown (10Y)Largest decline over 10 years | -15.13% | -34.45% | +19.32% |
Current DrawdownCurrent decline from peak | -3.31% | -8.73% | +5.42% |
Average DrawdownAverage peak-to-trough decline | -4.38% | -8.13% | +3.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.13% | 2.89% | -1.76% |
Volatility
AAATX vs. ANWPX - Volatility Comparison
The current volatility for American Funds 2010 Target Date Retirement Fund (AAATX) is 2.38%, while American Funds New Perspective Fund Class A (ANWPX) has a volatility of 6.24%. This indicates that AAATX experiences smaller price fluctuations and is considered to be less risky than ANWPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAATX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.38% | 6.24% | -3.86% |
Volatility (6M)Calculated over the trailing 6-month period | 3.64% | 10.32% | -6.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.15% | 17.02% | -10.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.51% | 17.15% | -10.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.67% | 17.77% | -11.10% |