AAFTX vs. AAPL
Compare and contrast key facts about American Funds 2035 Target Date Retirement Fund (AAFTX) and Apple Inc. (AAPL).
AAFTX is managed by American Funds. It was launched on Jan 31, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAFTX or AAPL.
Key characteristics
| AAFTX | AAPL | |
|---|---|---|
| YTD Return | 2.91% | -11.65% |
| 1Y Return | 14.55% | 4.30% |
| 3Y Return (Ann) | 2.34% | 8.67% |
| 5Y Return (Ann) | 7.96% | 28.19% |
| 10Y Return (Ann) | 8.15% | 24.74% |
| Sharpe Ratio | 1.63 | 0.22 |
| Daily Std Dev | 8.69% | 19.66% |
| Max Drawdown | -48.60% | -81.80% |
| Current Drawdown | -2.90% | -14.14% |
Correlation
The correlation between AAFTX and AAPL is 0.57, 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.
Performance
AAFTX vs. AAPL - Performance Comparison
In the year-to-date period, AAFTX achieves a 2.91% return, which is significantly higher than AAPL's -11.65% return. Over the past 10 years, AAFTX has underperformed AAPL with an annualized return of 8.15%, while AAPL has yielded a comparatively higher 24.74% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AAFTX vs. AAPL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2035 Target Date Retirement Fund (AAFTX) and Apple Inc. (AAPL). 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
AAFTX vs. AAPL - Dividend Comparison
AAFTX's dividend yield for the trailing twelve months is around 2.54%, more than AAPL's 0.57% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAFTX American Funds 2035 Target Date Retirement Fund | 2.54% | 2.61% | 5.43% | 5.25% | 3.53% | 4.21% | 4.80% | 2.38% | 3.52% | 5.63% | 4.70% | 3.29% |
AAPL Apple Inc. | 0.57% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
Drawdowns
AAFTX vs. AAPL - Drawdown Comparison
The maximum AAFTX drawdown since its inception was -48.60%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for AAFTX and AAPL. For additional features, visit the drawdowns tool.
Volatility
AAFTX vs. AAPL - Volatility Comparison
The current volatility for American Funds 2035 Target Date Retirement Fund (AAFTX) is 2.60%, while Apple Inc. (AAPL) has a volatility of 6.64%. This indicates that AAFTX experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.