AAETX vs. RERGX
Compare and contrast key facts about American Funds 2030 Target Date Retirement Fund (AAETX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
AAETX is managed by American Funds. It was launched on Jan 31, 2007. RERGX is managed by American Funds.
Performance
AAETX vs. RERGX - Performance Comparison
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AAETX vs. RERGX - 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% |
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, AAETX achieves a -1.39% return, which is significantly higher than RERGX's -2.84% return. Over the past 10 years, AAETX has outperformed RERGX with an annualized return of 8.52%, while RERGX has yielded a comparatively lower 7.97% 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%
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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AAETX vs. RERGX - Expense Ratio Comparison
AAETX has a 0.33% expense ratio, which is lower than RERGX's 0.46% expense ratio.
Return for Risk
AAETX vs. RERGX — Risk / Return Rank
AAETX
RERGX
AAETX vs. RERGX - 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 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.
| AAETX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 1.38 | +0.03 |
Sortino ratioReturn per unit of downside risk | 2.07 | 1.87 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.27 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 1.68 | +0.30 |
Martin ratioReturn relative to average drawdown | 8.41 | 6.37 | +2.04 |
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 | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 1.38 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.20 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.48 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.38 | +0.12 |
Correlation
The correlation between AAETX and RERGX is 0.88, 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. RERGX - Dividend Comparison
AAETX's dividend yield for the trailing twelve months is around 6.42%, less than RERGX's 14.36% 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% |
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
AAETX vs. RERGX - Drawdown Comparison
The maximum AAETX drawdown since its inception was -49.49%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for AAETX and RERGX.
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Drawdown Indicators
| AAETX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.49% | -37.30% | -12.19% |
Max Drawdown (1Y)Largest decline over 1 year | -6.53% | -12.52% | +5.99% |
Max Drawdown (5Y)Largest decline over 5 years | -21.01% | -37.30% | +16.29% |
Max Drawdown (10Y)Largest decline over 10 years | -22.37% | -37.30% | +14.93% |
Current DrawdownCurrent decline from peak | -4.56% | -10.11% | +5.55% |
Average DrawdownAverage peak-to-trough decline | -6.46% | -9.28% | +2.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.54% | 3.30% | -1.76% |
Volatility
AAETX vs. RERGX - Volatility Comparison
The current volatility for American Funds 2030 Target Date Retirement Fund (AAETX) is 3.47%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 7.27%. This indicates that AAETX 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
| AAETX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 7.27% | -3.80% |
Volatility (6M)Calculated over the trailing 6-month period | 5.56% | 11.54% | -5.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.10% | 16.40% | -7.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.72% | 16.48% | -6.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.66% | 16.80% | -6.14% |