AAFTX vs. AMCPX
Compare and contrast key facts about American Funds 2035 Target Date Retirement Fund (AAFTX) and American Funds AMCAP Fund Class A (AMCPX).
AAFTX 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
AAFTX vs. AMCPX - Performance Comparison
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AAFTX vs. AMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAFTX American Funds 2035 Target Date Retirement Fund | -3.74% | 16.77% | 12.40% | 16.50% | -16.53% | 15.20% | 17.23% | 22.81% | -5.48% | 20.68% |
AMCPX American Funds AMCAP Fund Class A | -11.82% | 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, AAFTX achieves a -3.74% return, which is significantly higher than AMCPX's -11.82% return. Over the past 10 years, AAFTX has underperformed AMCPX with an annualized return of 9.52%, while AMCPX has yielded a comparatively higher 10.59% annualized return.
AAFTX
- 1D
- -0.05%
- 1M
- -6.86%
- YTD
- -3.74%
- 6M
- -1.40%
- 1Y
- 12.17%
- 3Y*
- 11.90%
- 5Y*
- 6.46%
- 10Y*
- 9.52%
AMCPX
- 1D
- -0.37%
- 1M
- -10.12%
- YTD
- -11.82%
- 6M
- -9.34%
- 1Y
- 11.06%
- 3Y*
- 14.39%
- 5Y*
- 6.22%
- 10Y*
- 10.59%
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AAFTX vs. AMCPX - Expense Ratio Comparison
AAFTX has a 0.33% expense ratio, which is lower than AMCPX's 0.65% expense ratio.
Return for Risk
AAFTX vs. AMCPX — Risk / Return Rank
AAFTX
AMCPX
AAFTX vs. AMCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2035 Target Date Retirement Fund (AAFTX) 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.
| AAFTX | AMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.56 | +0.60 |
Sortino ratioReturn per unit of downside risk | 1.71 | 0.94 | +0.76 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.13 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 0.59 | +0.89 |
Martin ratioReturn relative to average drawdown | 6.49 | 2.42 | +4.07 |
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
| AAFTX | AMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.56 | +0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.33 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.57 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.57 | -0.08 |
Correlation
The correlation between AAFTX and AMCPX is 0.95, 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
AAFTX vs. AMCPX - Dividend Comparison
AAFTX's dividend yield for the trailing twelve months is around 6.22%, less than AMCPX's 9.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAFTX American Funds 2035 Target Date Retirement Fund | 6.22% | 5.99% | 4.26% | 2.61% | 5.43% | 5.25% | 3.53% | 4.21% | 4.80% | 2.38% | 3.52% | 5.63% |
AMCPX American Funds AMCAP Fund Class A | 9.90% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
Drawdowns
AAFTX vs. AMCPX - Drawdown Comparison
The maximum AAFTX drawdown since its inception was -49.89%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for AAFTX and AMCPX.
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Drawdown Indicators
| AAFTX | AMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.89% | -62.37% | +12.48% |
Max Drawdown (1Y)Largest decline over 1 year | -7.54% | -14.18% | +6.64% |
Max Drawdown (5Y)Largest decline over 5 years | -23.31% | -36.90% | +13.59% |
Max Drawdown (10Y)Largest decline over 10 years | -26.72% | -36.90% | +10.18% |
Current DrawdownCurrent decline from peak | -6.99% | -14.18% | +7.19% |
Average DrawdownAverage peak-to-trough decline | -6.85% | -9.60% | +2.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 3.47% | -1.75% |
Volatility
AAFTX vs. AMCPX - Volatility Comparison
The current volatility for American Funds 2035 Target Date Retirement Fund (AAFTX) is 3.37%, while American Funds AMCAP Fund Class A (AMCPX) has a volatility of 5.26%. This indicates that AAFTX 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
| AAFTX | AMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.37% | 5.26% | -1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 6.32% | 11.06% | -4.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.65% | 19.60% | -8.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.40% | 19.12% | -7.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.69% | 18.63% | -5.94% |