AADTX vs. BLPAX
Compare and contrast key facts about American Funds 2025 Target Date Retirement Fund (AADTX) and American Funds Moderate Growth and Income Portfolio Class A (BLPAX).
AADTX is managed by American Funds. It was launched on Jan 31, 2007. BLPAX is managed by American Funds. It was launched on May 18, 2012.
Performance
AADTX vs. BLPAX - Performance Comparison
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AADTX vs. BLPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AADTX American Funds 2025 Target Date Retirement Fund | -0.68% | 14.20% | 8.97% | 11.57% | -13.04% | 11.12% | 13.33% | 17.35% | -3.74% | 14.95% |
BLPAX American Funds Moderate Growth and Income Portfolio Class A | -1.31% | 16.64% | 11.30% | 13.87% | -13.60% | 13.87% | 13.16% | 19.53% | -4.59% | 16.71% |
Returns By Period
In the year-to-date period, AADTX achieves a -0.68% return, which is significantly higher than BLPAX's -1.31% return. Over the past 10 years, AADTX has underperformed BLPAX with an annualized return of 7.49%, while BLPAX has yielded a comparatively higher 8.49% annualized return.
AADTX
- 1D
- 1.27%
- 1M
- -3.57%
- YTD
- -0.68%
- 6M
- 1.04%
- 1Y
- 10.92%
- 3Y*
- 9.98%
- 5Y*
- 5.26%
- 10Y*
- 7.49%
BLPAX
- 1D
- 1.82%
- 1M
- -5.12%
- YTD
- -1.31%
- 6M
- 1.05%
- 1Y
- 14.30%
- 3Y*
- 12.13%
- 5Y*
- 6.62%
- 10Y*
- 8.49%
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AADTX vs. BLPAX - Expense Ratio Comparison
AADTX has a 0.34% expense ratio, which is lower than BLPAX's 0.66% expense ratio.
Return for Risk
AADTX vs. BLPAX — Risk / Return Rank
AADTX
BLPAX
AADTX vs. BLPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2025 Target Date Retirement Fund (AADTX) and American Funds Moderate Growth and Income Portfolio Class A (BLPAX). 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.
| AADTX | BLPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.52 | 1.37 | +0.15 |
Sortino ratioReturn per unit of downside risk | 2.17 | 1.99 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.28 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 1.94 | +0.18 |
Martin ratioReturn relative to average drawdown | 8.72 | 8.24 | +0.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AADTX | BLPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.52 | 1.37 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.64 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.79 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.86 | -0.37 |
Correlation
The correlation between AADTX and BLPAX 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.
Dividends
AADTX vs. BLPAX - Dividend Comparison
AADTX's dividend yield for the trailing twelve months is around 7.43%, more than BLPAX's 5.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AADTX American Funds 2025 Target Date Retirement Fund | 7.43% | 7.38% | 5.18% | 3.05% | 3.96% | 6.24% | 3.58% | 3.68% | 4.06% | 2.38% | 3.12% | 5.82% |
BLPAX American Funds Moderate Growth and Income Portfolio Class A | 5.91% | 5.83% | 3.59% | 2.30% | 6.01% | 4.97% | 2.56% | 3.83% | 4.69% | 3.48% | 3.66% | 3.69% |
Drawdowns
AADTX vs. BLPAX - Drawdown Comparison
The maximum AADTX drawdown since its inception was -48.80%, which is greater than BLPAX's maximum drawdown of -23.21%. Use the drawdown chart below to compare losses from any high point for AADTX and BLPAX.
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Drawdown Indicators
| AADTX | BLPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.80% | -23.21% | -25.59% |
Max Drawdown (1Y)Largest decline over 1 year | -5.43% | -7.68% | +2.25% |
Max Drawdown (5Y)Largest decline over 5 years | -19.02% | -20.65% | +1.63% |
Max Drawdown (10Y)Largest decline over 10 years | -19.24% | -23.21% | +3.97% |
Current DrawdownCurrent decline from peak | -3.92% | -5.58% | +1.66% |
Average DrawdownAverage peak-to-trough decline | -6.20% | -2.94% | -3.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.32% | 1.80% | -0.48% |
Volatility
AADTX vs. BLPAX - Volatility Comparison
The current volatility for American Funds 2025 Target Date Retirement Fund (AADTX) is 2.97%, while American Funds Moderate Growth and Income Portfolio Class A (BLPAX) has a volatility of 4.11%. This indicates that AADTX experiences smaller price fluctuations and is considered to be less risky than BLPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AADTX | BLPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.97% | 4.11% | -1.14% |
Volatility (6M)Calculated over the trailing 6-month period | 4.62% | 6.67% | -2.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.44% | 10.73% | -3.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.19% | 10.36% | -2.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.93% | 10.79% | -1.86% |