AADTX vs. AHITX
Compare and contrast key facts about American Funds 2025 Target Date Retirement Fund (AADTX) and American Funds American High-Income Trust (AHITX).
AADTX is managed by American Funds. It was launched on Jan 31, 2007. AHITX is managed by American Funds. It was launched on Feb 19, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AADTX or AHITX.
Performance
AADTX vs. AHITX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with AADTX having a 9.33% return and AHITX slightly lower at 8.95%. Over the past 10 years, AADTX has outperformed AHITX with an annualized return of 6.40%, while AHITX has yielded a comparatively lower 4.85% annualized return.
AADTX
9.33%
-0.99%
5.08%
14.90%
6.52%
6.40%
AHITX
8.95%
0.43%
5.63%
14.90%
5.89%
4.85%
Key characteristics
| AADTX | AHITX | |
|---|---|---|
| Sharpe Ratio | 2.40 | 4.05 |
| Sortino Ratio | 3.50 | 7.23 |
| Omega Ratio | 1.45 | 2.01 |
| Calmar Ratio | 1.92 | 4.33 |
| Martin Ratio | 15.56 | 31.61 |
| Ulcer Index | 0.95% | 0.47% |
| Daily Std Dev | 6.15% | 3.68% |
| Max Drawdown | -47.37% | -34.94% |
| Current Drawdown | -1.67% | -0.30% |
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AADTX vs. AHITX - Expense Ratio Comparison
AADTX has a 0.34% expense ratio, which is lower than AHITX's 0.69% expense ratio.
Correlation
The correlation between AADTX and AHITX is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
AADTX vs. AHITX - 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 American High-Income Trust (AHITX). 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. AHITX - Dividend Comparison
AADTX's dividend yield for the trailing twelve months is around 2.16%, less than AHITX's 6.21% 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% |
AHITX American Funds American High-Income Trust | 6.21% | 6.43% | 5.52% | 4.28% | 5.81% | 6.19% | 6.31% | 5.47% | 5.60% | 6.95% | 6.37% | 6.27% |
Drawdowns
AADTX vs. AHITX - Drawdown Comparison
The maximum AADTX drawdown since its inception was -47.37%, which is greater than AHITX's maximum drawdown of -34.94%. Use the drawdown chart below to compare losses from any high point for AADTX and AHITX. For additional features, visit the drawdowns tool.
Volatility
AADTX vs. AHITX - Volatility Comparison
American Funds 2025 Target Date Retirement Fund (AADTX) has a higher volatility of 1.57% compared to American Funds American High-Income Trust (AHITX) at 0.73%. This indicates that AADTX's price experiences larger fluctuations and is considered to be riskier than AHITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.