AABTX vs. NDARX
Compare and contrast key facts about American Funds 2015 Target Date Retirement Fund (AABTX) and American Funds Retirement Income Portfolio - Enhanced (NDARX).
AABTX is managed by American Funds. It was launched on Jan 31, 2007. NDARX is managed by American Funds. It was launched on Aug 27, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AABTX or NDARX.
Correlation
The correlation between AABTX and NDARX 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.
Performance
AABTX vs. NDARX - Performance Comparison
Key characteristics
AABTX:
1.53
NDARX:
2.10
AABTX:
2.03
NDARX:
2.87
AABTX:
1.30
NDARX:
1.40
AABTX:
1.31
NDARX:
3.66
AABTX:
6.04
NDARX:
12.85
AABTX:
1.48%
NDARX:
1.20%
AABTX:
5.83%
NDARX:
7.36%
AABTX:
-43.94%
NDARX:
-23.62%
AABTX:
-1.20%
NDARX:
-0.07%
Returns By Period
In the year-to-date period, AABTX achieves a 3.27% return, which is significantly lower than NDARX's 4.38% return.
AABTX
3.27%
1.45%
1.35%
8.91%
3.43%
3.28%
NDARX
4.38%
1.78%
5.71%
15.35%
6.07%
N/A
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AABTX vs. NDARX - Expense Ratio Comparison
AABTX has a 0.33% expense ratio, which is lower than NDARX's 0.34% expense ratio.
Risk-Adjusted Performance
AABTX vs. NDARX — Risk-Adjusted Performance Rank
AABTX
NDARX
AABTX vs. NDARX - 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 Retirement Income Portfolio - Enhanced (NDARX). 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.
Dividends
AABTX vs. NDARX - Dividend Comparison
AABTX's dividend yield for the trailing twelve months is around 2.86%, less than NDARX's 2.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AABTX American Funds 2015 Target Date Retirement Fund | 2.86% | 2.95% | 2.74% | 2.56% | 1.53% | 2.47% | 2.04% | 2.05% | 1.63% | 1.68% | 1.22% | 5.32% |
NDARX American Funds Retirement Income Portfolio - Enhanced | 2.90% | 3.03% | 3.03% | 2.93% | 2.25% | 2.59% | 2.61% | 2.88% | 2.39% | 2.50% | 0.71% | 0.00% |
Drawdowns
AABTX vs. NDARX - Drawdown Comparison
The maximum AABTX drawdown since its inception was -43.94%, which is greater than NDARX's maximum drawdown of -23.62%. Use the drawdown chart below to compare losses from any high point for AABTX and NDARX. For additional features, visit the drawdowns tool.
Volatility
AABTX vs. NDARX - Volatility Comparison
The current volatility for American Funds 2015 Target Date Retirement Fund (AABTX) is 1.26%, while American Funds Retirement Income Portfolio - Enhanced (NDARX) has a volatility of 1.68%. This indicates that AABTX experiences smaller price fluctuations and is considered to be less risky than NDARX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.