AADTX vs. AABTX
Compare and contrast key facts about American Funds 2025 Target Date Retirement Fund (AADTX) and American Funds 2015 Target Date Retirement Fund (AABTX).
AADTX is managed by American Funds. It was launched on Jan 31, 2007. AABTX 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 AABTX.
Performance
AADTX vs. AABTX - Performance Comparison
Returns By Period
In the year-to-date period, AADTX achieves a 9.33% return, which is significantly higher than AABTX's 8.49% return. Over the past 10 years, AADTX has outperformed AABTX with an annualized return of 6.40%, while AABTX has yielded a comparatively lower 5.35% annualized return.
AADTX
9.33%
-0.99%
5.08%
14.90%
6.52%
6.40%
AABTX
8.49%
-0.92%
5.13%
13.66%
5.47%
5.35%
Key characteristics
| AADTX | AABTX | |
|---|---|---|
| Sharpe Ratio | 2.40 | 2.52 |
| Sortino Ratio | 3.50 | 3.69 |
| Omega Ratio | 1.45 | 1.49 |
| Calmar Ratio | 1.92 | 2.02 |
| Martin Ratio | 15.56 | 15.92 |
| Ulcer Index | 0.95% | 0.86% |
| Daily Std Dev | 6.15% | 5.41% |
| Max Drawdown | -47.37% | -42.44% |
| Current Drawdown | -1.67% | -1.60% |
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AADTX vs. AABTX - Expense Ratio Comparison
AADTX has a 0.34% expense ratio, which is higher than AABTX's 0.33% expense ratio.
Correlation
The correlation between AADTX and AABTX is 0.98, 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. AABTX - 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 2015 Target Date Retirement Fund (AABTX). 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. AABTX - Dividend Comparison
AADTX's dividend yield for the trailing twelve months is around 2.16%, less than AABTX's 2.53% 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% |
AABTX American Funds 2015 Target Date Retirement Fund | 2.53% | 2.74% | 2.56% | 1.53% | 2.47% | 2.04% | 2.05% | 1.63% | 1.68% | 1.22% | 5.32% | 5.11% |
Drawdowns
AADTX vs. AABTX - Drawdown Comparison
The maximum AADTX drawdown since its inception was -47.37%, which is greater than AABTX's maximum drawdown of -42.44%. Use the drawdown chart below to compare losses from any high point for AADTX and AABTX. For additional features, visit the drawdowns tool.
Volatility
AADTX vs. AABTX - Volatility Comparison
American Funds 2025 Target Date Retirement Fund (AADTX) has a higher volatility of 1.57% compared to American Funds 2015 Target Date Retirement Fund (AABTX) at 1.37%. This indicates that AADTX's price experiences larger fluctuations and is considered to be riskier than AABTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.