AADTX vs. AAATX
Compare and contrast key facts about American Funds 2025 Target Date Retirement Fund (AADTX) and American Funds 2010 Target Date Retirement Fund (AAATX).
AADTX is managed by American Funds. It was launched on Jan 31, 2007. AAATX is managed by American Funds. It was launched on Jan 31, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AADTX or AAATX.
Performance
AADTX vs. AAATX - Performance Comparison
Returns By Period
In the year-to-date period, AADTX achieves a 9.33% return, which is significantly higher than AAATX's 8.22% return. Over the past 10 years, AADTX has outperformed AAATX with an annualized return of 6.40%, while AAATX has yielded a comparatively lower 5.04% annualized return.
AADTX
9.33%
-0.99%
5.08%
14.90%
6.52%
6.40%
AAATX
8.22%
-0.81%
5.25%
13.26%
5.17%
5.04%
Key characteristics
| AADTX | AAATX | |
|---|---|---|
| Sharpe Ratio | 2.40 | 2.54 |
| Sortino Ratio | 3.50 | 3.69 |
| Omega Ratio | 1.45 | 1.49 |
| Calmar Ratio | 1.92 | 2.13 |
| Martin Ratio | 15.56 | 15.82 |
| Ulcer Index | 0.95% | 0.84% |
| Daily Std Dev | 6.15% | 5.21% |
| Max Drawdown | -47.37% | -37.63% |
| Current Drawdown | -1.67% | -1.53% |
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AADTX vs. AAATX - Expense Ratio Comparison
Both AADTX and AAATX have an expense ratio of 0.34%.
Correlation
The correlation between AADTX and AAATX 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.
Risk-Adjusted Performance
AADTX vs. AAATX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2025 Target Date Retirement Fund (AADTX) and American Funds 2010 Target Date Retirement Fund (AAATX). 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
AADTX vs. AAATX - Dividend Comparison
AADTX's dividend yield for the trailing twelve months is around 2.16%, less than AAATX's 2.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AADTX American Funds 2025 Target Date Retirement Fund | 2.16% | 2.36% | 2.15% | 1.08% | 1.68% | 1.48% | 1.47% | 1.11% | 1.20% | 0.92% | 4.75% | 3.44% |
AAATX American Funds 2010 Target Date Retirement Fund | 2.59% | 2.80% | 2.48% | 1.52% | 2.40% | 2.04% | 2.08% | 1.71% | 1.74% | 1.42% | 6.12% | 7.48% |
Drawdowns
AADTX vs. AAATX - Drawdown Comparison
The maximum AADTX drawdown since its inception was -47.37%, which is greater than AAATX's maximum drawdown of -37.63%. Use the drawdown chart below to compare losses from any high point for AADTX and AAATX. For additional features, visit the drawdowns tool.
Volatility
AADTX vs. AAATX - Volatility Comparison
American Funds 2025 Target Date Retirement Fund (AADTX) has a higher volatility of 1.57% compared to American Funds 2010 Target Date Retirement Fund (AAATX) at 1.35%. This indicates that AADTX's price experiences larger fluctuations and is considered to be riskier than AAATX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.