AADTX vs. RERGX
Compare and contrast key facts about American Funds 2025 Target Date Retirement Fund (AADTX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
AADTX is managed by American Funds. It was launched on Jan 31, 2007. RERGX is managed by American Funds.
Performance
AADTX vs. RERGX - Performance Comparison
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AADTX vs. RERGX - 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -2.84% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
Returns By Period
In the year-to-date period, AADTX achieves a -0.68% return, which is significantly higher than RERGX's -2.84% return. Over the past 10 years, AADTX has underperformed RERGX with an annualized return of 7.49%, while RERGX has yielded a comparatively higher 7.97% 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%
RERGX
- 1D
- 2.76%
- 1M
- -8.17%
- YTD
- -2.84%
- 6M
- 0.96%
- 1Y
- 21.57%
- 3Y*
- 11.01%
- 5Y*
- 3.33%
- 10Y*
- 7.97%
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AADTX vs. RERGX - Expense Ratio Comparison
AADTX has a 0.34% expense ratio, which is lower than RERGX's 0.46% expense ratio.
Return for Risk
AADTX vs. RERGX — Risk / Return Rank
AADTX
RERGX
AADTX vs. RERGX - 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 EuroPacific Growth Fund Class R-6 (RERGX). 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 | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.52 | 1.38 | +0.14 |
Sortino ratioReturn per unit of downside risk | 2.17 | 1.87 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.27 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 1.68 | +0.44 |
Martin ratioReturn relative to average drawdown | 8.72 | 6.37 | +2.35 |
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 | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.52 | 1.38 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.20 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.48 | +0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.38 | +0.11 |
Correlation
The correlation between AADTX and RERGX is 0.87, 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. RERGX - Dividend Comparison
AADTX's dividend yield for the trailing twelve months is around 7.43%, less than RERGX's 14.36% 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.36% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
AADTX vs. RERGX - Drawdown Comparison
The maximum AADTX drawdown since its inception was -48.80%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for AADTX and RERGX.
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Drawdown Indicators
| AADTX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.80% | -37.30% | -11.50% |
Max Drawdown (1Y)Largest decline over 1 year | -5.43% | -12.52% | +7.09% |
Max Drawdown (5Y)Largest decline over 5 years | -19.02% | -37.30% | +18.28% |
Max Drawdown (10Y)Largest decline over 10 years | -19.24% | -37.30% | +18.06% |
Current DrawdownCurrent decline from peak | -3.92% | -10.11% | +6.19% |
Average DrawdownAverage peak-to-trough decline | -6.20% | -9.28% | +3.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.32% | 3.30% | -1.98% |
Volatility
AADTX vs. RERGX - Volatility Comparison
The current volatility for American Funds 2025 Target Date Retirement Fund (AADTX) is 2.97%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 7.27%. This indicates that AADTX experiences smaller price fluctuations and is considered to be less risky than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AADTX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.97% | 7.27% | -4.30% |
Volatility (6M)Calculated over the trailing 6-month period | 4.62% | 11.54% | -6.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.44% | 16.40% | -8.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.19% | 16.48% | -8.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.93% | 16.80% | -7.87% |