AABTX vs. ABALX
Compare and contrast key facts about American Funds 2015 Target Date Retirement Fund (AABTX) and American Funds American Balanced Fund Class A (ABALX).
AABTX is managed by American Funds. It was launched on Jan 31, 2007. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
AABTX vs. ABALX - Performance Comparison
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AABTX vs. ABALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AABTX American Funds 2015 Target Date Retirement Fund | -0.16% | 13.11% | 8.07% | 9.23% | -10.56% | 9.95% | 9.63% | 14.47% | -2.98% | 10.84% |
ABALX American Funds American Balanced Fund Class A | -1.12% | 18.45% | 14.63% | 13.65% | -12.13% | 15.75% | 10.85% | 18.60% | -3.35% | 14.69% |
Returns By Period
In the year-to-date period, AABTX achieves a -0.16% return, which is significantly higher than ABALX's -1.12% return. Over the past 10 years, AABTX has underperformed ABALX with an annualized return of 6.32%, while ABALX has yielded a comparatively higher 9.17% annualized return.
AABTX
- 1D
- 1.02%
- 1M
- -3.17%
- YTD
- -0.16%
- 6M
- 1.47%
- 1Y
- 9.96%
- 3Y*
- 9.07%
- 5Y*
- 4.96%
- 10Y*
- 6.32%
ABALX
- 1D
- 1.79%
- 1M
- -4.88%
- YTD
- -1.12%
- 6M
- 2.08%
- 1Y
- 16.95%
- 3Y*
- 14.07%
- 5Y*
- 8.20%
- 10Y*
- 9.17%
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AABTX vs. ABALX - Expense Ratio Comparison
AABTX has a 0.33% expense ratio, which is lower than ABALX's 0.56% expense ratio.
Return for Risk
AABTX vs. ABALX — Risk / Return Rank
AABTX
ABALX
AABTX vs. ABALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2015 Target Date Retirement Fund (AABTX) and American Funds American Balanced Fund Class A (ABALX). 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.
| AABTX | ABALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.56 | +0.03 |
Sortino ratioReturn per unit of downside risk | 2.19 | 2.28 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.32 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.20 | 2.43 | -0.24 |
Martin ratioReturn relative to average drawdown | 8.77 | 10.15 | -1.38 |
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
| AABTX | ABALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.56 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.79 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.87 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.79 | -0.27 |
Correlation
The correlation between AABTX and ABALX is 0.95, 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
AABTX vs. ABALX - Dividend Comparison
AABTX's dividend yield for the trailing twelve months is around 7.58%, less than ABALX's 8.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AABTX American Funds 2015 Target Date Retirement Fund | 7.58% | 7.57% | 5.27% | 3.52% | 3.72% | 4.95% | 4.07% | 4.05% | 4.28% | 2.71% | 3.02% | 5.56% |
ABALX American Funds American Balanced Fund Class A | 8.39% | 8.27% | 6.87% | 2.05% | 2.30% | 4.30% | 4.35% | 3.49% | 5.49% | 4.72% | 4.24% | 5.60% |
Drawdowns
AABTX vs. ABALX - Drawdown Comparison
The maximum AABTX drawdown since its inception was -42.44%, which is greater than ABALX's maximum drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for AABTX and ABALX.
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Drawdown Indicators
| AABTX | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.44% | -40.20% | -2.24% |
Max Drawdown (1Y)Largest decline over 1 year | -4.78% | -7.33% | +2.55% |
Max Drawdown (5Y)Largest decline over 5 years | -16.21% | -18.76% | +2.55% |
Max Drawdown (10Y)Largest decline over 10 years | -16.58% | -22.34% | +5.76% |
Current DrawdownCurrent decline from peak | -3.53% | -5.37% | +1.84% |
Average DrawdownAverage peak-to-trough decline | -4.79% | -3.86% | -0.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.20% | 1.76% | -0.56% |
Volatility
AABTX vs. ABALX - Volatility Comparison
The current volatility for American Funds 2015 Target Date Retirement Fund (AABTX) is 2.49%, while American Funds American Balanced Fund Class A (ABALX) has a volatility of 3.89%. This indicates that AABTX experiences smaller price fluctuations and is considered to be less risky than ABALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AABTX | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.49% | 3.89% | -1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 3.88% | 6.96% | -3.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.46% | 11.22% | -4.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.92% | 10.45% | -3.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.25% | 10.63% | -3.38% |