AAETX vs. AMCPX
Compare and contrast key facts about American Funds 2030 Target Date Retirement Fund (AAETX) and American Funds AMCAP Fund Class A (AMCPX).
AAETX is managed by American Funds. It was launched on Jan 31, 2007. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Performance
AAETX vs. AMCPX - Performance Comparison
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AAETX vs. AMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAETX American Funds 2030 Target Date Retirement Fund | -1.39% | 15.41% | 10.50% | 14.08% | -14.74% | 12.79% | 14.81% | 19.64% | -4.56% | 18.11% |
AMCPX American Funds AMCAP Fund Class A | -8.56% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
Returns By Period
In the year-to-date period, AAETX achieves a -1.39% return, which is significantly higher than AMCPX's -8.56% return. Over the past 10 years, AAETX has underperformed AMCPX with an annualized return of 8.52%, while AMCPX has yielded a comparatively higher 11.00% annualized return.
AAETX
- 1D
- 1.60%
- 1M
- -4.11%
- YTD
- -1.39%
- 6M
- 0.48%
- 1Y
- 12.43%
- 3Y*
- 11.17%
- 5Y*
- 5.88%
- 10Y*
- 8.52%
AMCPX
- 1D
- 3.69%
- 1M
- -6.51%
- YTD
- -8.56%
- 6M
- -6.41%
- 1Y
- 14.53%
- 3Y*
- 15.78%
- 5Y*
- 6.65%
- 10Y*
- 11.00%
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AAETX vs. AMCPX - Expense Ratio Comparison
AAETX has a 0.33% expense ratio, which is lower than AMCPX's 0.65% expense ratio.
Return for Risk
AAETX vs. AMCPX — Risk / Return Rank
AAETX
AMCPX
AAETX vs. AMCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2030 Target Date Retirement Fund (AAETX) and American Funds AMCAP Fund Class A (AMCPX). 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.
| AAETX | AMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 0.77 | +0.65 |
Sortino ratioReturn per unit of downside risk | 2.07 | 1.23 | +0.83 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.17 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 1.06 | +0.92 |
Martin ratioReturn relative to average drawdown | 8.41 | 4.25 | +4.16 |
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
| AAETX | AMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 0.77 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.35 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.59 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.58 | -0.08 |
Correlation
The correlation between AAETX and AMCPX is 0.94, 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
AAETX vs. AMCPX - Dividend Comparison
AAETX's dividend yield for the trailing twelve months is around 6.42%, less than AMCPX's 9.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAETX American Funds 2030 Target Date Retirement Fund | 6.42% | 6.33% | 3.73% | 2.69% | 4.39% | 6.47% | 3.57% | 3.95% | 4.46% | 2.46% | 3.46% | 5.52% |
AMCPX American Funds AMCAP Fund Class A | 9.54% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
Drawdowns
AAETX vs. AMCPX - Drawdown Comparison
The maximum AAETX drawdown since its inception was -49.49%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for AAETX and AMCPX.
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Drawdown Indicators
| AAETX | AMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.49% | -62.37% | +12.88% |
Max Drawdown (1Y)Largest decline over 1 year | -6.53% | -14.18% | +7.65% |
Max Drawdown (5Y)Largest decline over 5 years | -21.01% | -36.90% | +15.89% |
Max Drawdown (10Y)Largest decline over 10 years | -22.37% | -36.90% | +14.53% |
Current DrawdownCurrent decline from peak | -4.56% | -11.01% | +6.45% |
Average DrawdownAverage peak-to-trough decline | -6.46% | -9.60% | +3.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.54% | 3.54% | -2.00% |
Volatility
AAETX vs. AMCPX - Volatility Comparison
The current volatility for American Funds 2030 Target Date Retirement Fund (AAETX) is 3.47%, while American Funds AMCAP Fund Class A (AMCPX) has a volatility of 6.69%. This indicates that AAETX experiences smaller price fluctuations and is considered to be less risky than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAETX | AMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 6.69% | -3.22% |
Volatility (6M)Calculated over the trailing 6-month period | 5.56% | 11.65% | -6.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.10% | 19.90% | -10.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.72% | 19.19% | -9.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.66% | 18.67% | -8.01% |