AAFTX vs. PGTQX
Compare and contrast key facts about American Funds 2035 Target Date Retirement Fund (AAFTX) and PGIM Global Total Return Fund - Class R6 (PGTQX).
AAFTX is managed by American Funds. It was launched on Jan 31, 2007. PGTQX is managed by PGIM. It was launched on Feb 3, 2012.
Performance
AAFTX vs. PGTQX - Performance Comparison
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AAFTX vs. PGTQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAFTX American Funds 2035 Target Date Retirement Fund | -1.92% | 16.77% | 12.40% | 16.50% | -16.53% | 15.20% | 17.23% | 22.81% | -5.48% | 20.68% |
PGTQX PGIM Global Total Return Fund - Class R6 | -1.60% | 11.14% | 0.31% | 8.46% | -22.33% | -5.95% | 10.07% | 15.22% | -1.59% | 13.59% |
Returns By Period
In the year-to-date period, AAFTX achieves a -1.92% return, which is significantly lower than PGTQX's -1.60% return. Over the past 10 years, AAFTX has outperformed PGTQX with an annualized return of 9.73%, while PGTQX has yielded a comparatively lower 1.82% annualized return.
AAFTX
- 1D
- 1.89%
- 1M
- -4.70%
- YTD
- -1.92%
- 6M
- 0.05%
- 1Y
- 13.81%
- 3Y*
- 12.60%
- 5Y*
- 6.63%
- 10Y*
- 9.73%
PGTQX
- 1D
- 0.76%
- 1M
- -3.11%
- YTD
- -1.60%
- 6M
- -1.16%
- 1Y
- 5.28%
- 3Y*
- 4.91%
- 5Y*
- -1.40%
- 10Y*
- 1.82%
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AAFTX vs. PGTQX - Expense Ratio Comparison
AAFTX has a 0.33% expense ratio, which is lower than PGTQX's 0.54% expense ratio.
Return for Risk
AAFTX vs. PGTQX — Risk / Return Rank
AAFTX
PGTQX
AAFTX vs. PGTQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2035 Target Date Retirement Fund (AAFTX) and PGIM Global Total Return Fund - Class R6 (PGTQX). 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 | PGTQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 1.09 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.96 | 1.60 | +0.35 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.20 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 1.33 | +0.59 |
Martin ratioReturn relative to average drawdown | 8.22 | 5.40 | +2.82 |
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 | PGTQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 1.09 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | -0.22 | +0.80 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.08 | +0.68 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.11 | +0.39 |
Correlation
The correlation between AAFTX and PGTQX is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
AAFTX vs. PGTQX - Dividend Comparison
AAFTX's dividend yield for the trailing twelve months is around 6.10%, more than PGTQX's 3.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAFTX American Funds 2035 Target Date Retirement Fund | 6.10% | 5.99% | 4.26% | 2.61% | 5.43% | 5.25% | 3.53% | 4.21% | 4.80% | 2.38% | 3.52% | 5.63% |
PGTQX PGIM Global Total Return Fund - Class R6 | 3.70% | 4.00% | 4.47% | 2.96% | 3.53% | 3.36% | 3.94% | 8.65% | 3.63% | 3.41% | 4.02% | 3.85% |
Drawdowns
AAFTX vs. PGTQX - Drawdown Comparison
The maximum AAFTX drawdown since its inception was -49.89%, which is greater than PGTQX's maximum drawdown of -44.72%. Use the drawdown chart below to compare losses from any high point for AAFTX and PGTQX.
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Drawdown Indicators
| AAFTX | PGTQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.89% | -44.72% | -5.17% |
Max Drawdown (1Y)Largest decline over 1 year | -7.54% | -4.55% | -2.99% |
Max Drawdown (5Y)Largest decline over 5 years | -23.31% | -31.46% | +8.15% |
Max Drawdown (10Y)Largest decline over 10 years | -26.72% | -44.72% | +18.00% |
Current DrawdownCurrent decline from peak | -5.23% | -28.24% | +23.01% |
Average DrawdownAverage peak-to-trough decline | -6.85% | -20.09% | +13.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 1.12% | +0.63% |
Volatility
AAFTX vs. PGTQX - Volatility Comparison
American Funds 2035 Target Date Retirement Fund (AAFTX) has a higher volatility of 4.03% compared to PGIM Global Total Return Fund - Class R6 (PGTQX) at 2.22%. This indicates that AAFTX's price experiences larger fluctuations and is considered to be riskier than PGTQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAFTX | PGTQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.03% | 2.22% | +1.81% |
Volatility (6M)Calculated over the trailing 6-month period | 6.60% | 3.31% | +3.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.79% | 5.24% | +5.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.43% | 6.50% | +4.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.71% | 21.51% | -8.80% |