AABTX vs. TRRHX
Compare and contrast key facts about American Funds 2015 Target Date Retirement Fund (AABTX) and T. Rowe Price Retirement 2025 Fund (TRRHX).
AABTX is managed by American Funds. It was launched on Jan 31, 2007. TRRHX is managed by T. Rowe Price. It was launched on Feb 27, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AABTX or TRRHX.
Performance
AABTX vs. TRRHX - Performance Comparison
Returns By Period
In the year-to-date period, AABTX achieves a 8.99% return, which is significantly lower than TRRHX's 11.20% return. Over the past 10 years, AABTX has underperformed TRRHX with an annualized return of 5.38%, while TRRHX has yielded a comparatively higher 7.01% annualized return.
AABTX
8.99%
-0.08%
5.88%
14.09%
5.56%
5.38%
TRRHX
11.20%
0.23%
5.94%
16.70%
7.34%
7.01%
Key characteristics
| AABTX | TRRHX | |
|---|---|---|
| Sharpe Ratio | 2.60 | 2.45 |
| Sortino Ratio | 3.80 | 3.51 |
| Omega Ratio | 1.50 | 1.46 |
| Calmar Ratio | 2.11 | 1.88 |
| Martin Ratio | 16.29 | 15.99 |
| Ulcer Index | 0.87% | 1.06% |
| Daily Std Dev | 5.42% | 6.91% |
| Max Drawdown | -42.44% | -50.04% |
| Current Drawdown | -1.14% | -0.80% |
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AABTX vs. TRRHX - Expense Ratio Comparison
AABTX has a 0.33% expense ratio, which is lower than TRRHX's 0.55% expense ratio.
Correlation
The correlation between AABTX and TRRHX 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.
Risk-Adjusted Performance
AABTX vs. TRRHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2015 Target Date Retirement Fund (AABTX) and T. Rowe Price Retirement 2025 Fund (TRRHX). 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. TRRHX - Dividend Comparison
AABTX's dividend yield for the trailing twelve months is around 2.51%, more than TRRHX's 2.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AABTX American Funds 2015 Target Date Retirement Fund | 2.51% | 2.74% | 2.56% | 1.53% | 2.47% | 2.04% | 2.05% | 1.63% | 1.68% | 1.22% | 5.32% | 5.11% |
TRRHX T. Rowe Price Retirement 2025 Fund | 2.07% | 2.30% | 2.41% | 1.40% | 1.29% | 2.02% | 2.07% | 1.65% | 1.74% | 1.74% | 1.59% | 1.43% |
Drawdowns
AABTX vs. TRRHX - Drawdown Comparison
The maximum AABTX drawdown since its inception was -42.44%, smaller than the maximum TRRHX drawdown of -50.04%. Use the drawdown chart below to compare losses from any high point for AABTX and TRRHX. For additional features, visit the drawdowns tool.
Volatility
AABTX vs. TRRHX - Volatility Comparison
The current volatility for American Funds 2015 Target Date Retirement Fund (AABTX) is 1.37%, while T. Rowe Price Retirement 2025 Fund (TRRHX) has a volatility of 1.80%. This indicates that AABTX experiences smaller price fluctuations and is considered to be less risky than TRRHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.