AABTX vs. ANCFX
Compare and contrast key facts about American Funds 2015 Target Date Retirement Fund (AABTX) and American Funds Fundamental Investors Class A (ANCFX).
AABTX 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
AABTX vs. ANCFX - Performance Comparison
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AABTX vs. ANCFX - 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% |
ANCFX American Funds Fundamental Investors Class A | -3.35% | 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, AABTX achieves a -0.16% return, which is significantly higher than ANCFX's -3.35% return. Over the past 10 years, AABTX has underperformed ANCFX with an annualized return of 6.32%, while ANCFX has yielded a comparatively higher 13.25% 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%
ANCFX
- 1D
- 2.96%
- 1M
- -7.05%
- YTD
- -3.35%
- 6M
- 0.12%
- 1Y
- 23.25%
- 3Y*
- 20.52%
- 5Y*
- 11.90%
- 10Y*
- 13.25%
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AABTX vs. ANCFX - Expense Ratio Comparison
AABTX has a 0.33% expense ratio, which is lower than ANCFX's 0.59% expense ratio.
Return for Risk
AABTX vs. ANCFX — Risk / Return Rank
AABTX
ANCFX
AABTX vs. ANCFX - 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 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.
| AABTX | ANCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.33 | +0.26 |
Sortino ratioReturn per unit of downside risk | 2.19 | 2.00 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.28 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.20 | 2.13 | +0.07 |
Martin ratioReturn relative to average drawdown | 8.77 | 9.34 | -0.58 |
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 | ANCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.33 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.72 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.75 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.62 | -0.09 |
Correlation
The correlation between AABTX and ANCFX is 0.92, 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. ANCFX - Dividend Comparison
AABTX's dividend yield for the trailing twelve months is around 7.58%, less than ANCFX's 8.85% 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% |
ANCFX American Funds Fundamental Investors Class A | 8.85% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
Drawdowns
AABTX vs. ANCFX - Drawdown Comparison
The maximum AABTX drawdown since its inception was -42.44%, smaller than the maximum ANCFX drawdown of -53.29%. Use the drawdown chart below to compare losses from any high point for AABTX and ANCFX.
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Drawdown Indicators
| AABTX | ANCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.44% | -53.29% | +10.85% |
Max Drawdown (1Y)Largest decline over 1 year | -4.78% | -11.35% | +6.57% |
Max Drawdown (5Y)Largest decline over 5 years | -16.21% | -25.07% | +8.86% |
Max Drawdown (10Y)Largest decline over 10 years | -16.58% | -33.93% | +17.35% |
Current DrawdownCurrent decline from peak | -3.53% | -8.02% | +4.49% |
Average DrawdownAverage peak-to-trough decline | -4.79% | -7.34% | +2.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.20% | 2.59% | -1.39% |
Volatility
AABTX vs. ANCFX - Volatility Comparison
The current volatility for American Funds 2015 Target Date Retirement Fund (AABTX) is 2.49%, while American Funds Fundamental Investors Class A (ANCFX) has a volatility of 6.04%. This indicates that AABTX 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
| AABTX | ANCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.49% | 6.04% | -3.55% |
Volatility (6M)Calculated over the trailing 6-month period | 3.88% | 11.03% | -7.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.46% | 18.13% | -11.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.92% | 16.72% | -9.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.25% | 17.67% | -10.42% |