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AABTX vs. AAETX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AABTX and AAETX 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.


-0.50.00.51.01.0

Performance

AABTX vs. AAETX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds 2015 Target Date Retirement Fund (AABTX) and American Funds 2030 Target Date Retirement Fund (AAETX). The values are adjusted to include any dividend payments, if applicable.

140.00%160.00%180.00%200.00%220.00%240.00%260.00%JulyAugustSeptemberOctoberNovemberDecember
147.03%
257.92%
AABTX
AAETX

Key characteristics

Sharpe Ratio

AABTX:

1.67

AAETX:

1.63

Sortino Ratio

AABTX:

2.30

AAETX:

2.25

Omega Ratio

AABTX:

1.31

AAETX:

1.30

Calmar Ratio

AABTX:

2.77

AAETX:

2.95

Martin Ratio

AABTX:

10.03

AAETX:

10.47

Ulcer Index

AABTX:

0.91%

AAETX:

1.16%

Daily Std Dev

AABTX:

5.48%

AAETX:

7.44%

Max Drawdown

AABTX:

-42.44%

AAETX:

-48.18%

Current Drawdown

AABTX:

-2.13%

AAETX:

-2.46%

Returns By Period

In the year-to-date period, AABTX achieves a 8.07% return, which is significantly lower than AAETX's 10.66% return. Over the past 10 years, AABTX has underperformed AAETX with an annualized return of 5.35%, while AAETX has yielded a comparatively higher 7.36% annualized return.


AABTX

YTD

8.07%

1M

-0.39%

6M

3.79%

1Y

8.60%

5Y*

5.00%

10Y*

5.35%

AAETX

YTD

10.66%

1M

-0.17%

6M

4.20%

1Y

11.30%

5Y*

6.94%

10Y*

7.36%

Compare stocks, funds, or ETFs

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


AABTX vs. AAETX - Expense Ratio Comparison

Both AABTX and AAETX have an expense ratio of 0.33%.


AABTX
American Funds 2015 Target Date Retirement Fund
Expense ratio chart for AABTX: current value at 0.33% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.33%
Expense ratio chart for AAETX: current value at 0.33% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.33%

Risk-Adjusted Performance

AABTX vs. AAETX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds 2015 Target Date Retirement Fund (AABTX) and American Funds 2030 Target Date Retirement Fund (AAETX). 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.


Sharpe ratio
The chart of Sharpe ratio for AABTX, currently valued at 1.67, compared to the broader market-1.000.001.002.003.004.001.671.63
The chart of Sortino ratio for AABTX, currently valued at 2.30, compared to the broader market-2.000.002.004.006.008.0010.002.302.25
The chart of Omega ratio for AABTX, currently valued at 1.31, compared to the broader market0.501.001.502.002.503.003.501.311.30
The chart of Calmar ratio for AABTX, currently valued at 2.77, compared to the broader market0.002.004.006.008.0010.0012.0014.002.772.95
The chart of Martin ratio for AABTX, currently valued at 10.03, compared to the broader market0.0020.0040.0060.0010.0310.47
AABTX
AAETX

The current AABTX Sharpe Ratio is 1.67, which is comparable to the AAETX Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of AABTX and AAETX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.67
1.63
AABTX
AAETX

Dividends

AABTX vs. AAETX - Dividend Comparison

AABTX's dividend yield for the trailing twelve months is around 2.53%, more than AAETX's 1.79% yield.


TTM20232022202120202019201820172016201520142013
AABTX
American Funds 2015 Target Date Retirement Fund
0.00%2.74%2.56%1.53%2.47%2.04%2.05%1.63%1.68%1.22%5.32%5.11%
AAETX
American Funds 2030 Target Date Retirement Fund
0.00%1.98%1.78%0.98%1.38%1.33%1.35%1.04%1.11%0.85%5.04%3.43%

Drawdowns

AABTX vs. AAETX - Drawdown Comparison

The maximum AABTX drawdown since its inception was -42.44%, smaller than the maximum AAETX drawdown of -48.18%. Use the drawdown chart below to compare losses from any high point for AABTX and AAETX. For additional features, visit the drawdowns tool.


-3.50%-3.00%-2.50%-2.00%-1.50%-1.00%-0.50%0.00%JulyAugustSeptemberOctoberNovemberDecember
-2.13%
-2.46%
AABTX
AAETX

Volatility

AABTX vs. AAETX - Volatility Comparison

The current volatility for American Funds 2015 Target Date Retirement Fund (AABTX) is 2.03%, while American Funds 2030 Target Date Retirement Fund (AAETX) has a volatility of 2.65%. This indicates that AABTX experiences smaller price fluctuations and is considered to be less risky than AAETX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%1.50%2.00%2.50%3.00%JulyAugustSeptemberOctoberNovemberDecember
2.03%
2.65%
AABTX
AAETX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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