AAFTX vs. PEP
Compare and contrast key facts about American Funds 2035 Target Date Retirement Fund (AAFTX) and PepsiCo, Inc. (PEP).
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 PEP.
Performance
AAFTX vs. PEP - Performance Comparison
Returns By Period
In the year-to-date period, AAFTX achieves a 13.16% return, which is significantly higher than PEP's -4.36% return. Over the past 10 years, AAFTX has outperformed PEP with an annualized return of 8.42%, while PEP has yielded a comparatively lower 7.94% annualized return.
AAFTX
13.16%
-0.50%
6.95%
19.33%
9.04%
8.42%
PEP
-4.36%
-9.30%
-11.47%
-2.46%
6.44%
7.94%
Key characteristics
| AAFTX | PEP | |
|---|---|---|
| Sharpe Ratio | 2.34 | -0.10 |
| Sortino Ratio | 3.29 | -0.03 |
| Omega Ratio | 1.43 | 1.00 |
| Calmar Ratio | 2.43 | -0.10 |
| Martin Ratio | 15.46 | -0.34 |
| Ulcer Index | 1.26% | 5.04% |
| Daily Std Dev | 8.36% | 16.38% |
| Max Drawdown | -48.60% | -40.41% |
| Current Drawdown | -1.39% | -15.37% |
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Correlation
The correlation between AAFTX and PEP is 0.48, 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.
Risk-Adjusted Performance
AAFTX vs. PEP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2035 Target Date Retirement Fund (AAFTX) and PepsiCo, Inc. (PEP). 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. PEP - Dividend Comparison
AAFTX's dividend yield for the trailing twelve months is around 1.52%, less than PEP's 3.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAFTX American Funds 2035 Target Date Retirement Fund | 1.52% | 1.72% | 1.44% | 0.87% | 0.98% | 1.11% | 1.20% | 0.93% | 1.04% | 0.74% | 4.70% | 3.29% |
PEP PepsiCo, Inc. | 3.31% | 2.92% | 2.51% | 2.45% | 2.71% | 2.78% | 3.25% | 2.64% | 2.83% | 2.76% | 2.68% | 2.70% |
Drawdowns
AAFTX vs. PEP - Drawdown Comparison
The maximum AAFTX drawdown since its inception was -48.60%, which is greater than PEP's maximum drawdown of -40.41%. Use the drawdown chart below to compare losses from any high point for AAFTX and PEP. For additional features, visit the drawdowns tool.
Volatility
AAFTX vs. PEP - Volatility Comparison
The current volatility for American Funds 2035 Target Date Retirement Fund (AAFTX) is 2.27%, while PepsiCo, Inc. (PEP) has a volatility of 5.15%. This indicates that AAFTX experiences smaller price fluctuations and is considered to be less risky than PEP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.