AAFTX vs. PIMIX
Compare and contrast key facts about American Funds 2035 Target Date Retirement Fund (AAFTX) and PIMCO Income Fund Institutional Class (PIMIX).
AAFTX is managed by American Funds. It was launched on Jan 31, 2007. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAFTX or PIMIX.
Performance
AAFTX vs. PIMIX - Performance Comparison
Returns By Period
In the year-to-date period, AAFTX achieves a 12.82% return, which is significantly higher than PIMIX's 4.75% return. Over the past 10 years, AAFTX has outperformed PIMIX with an annualized return of 8.42%, while PIMIX has yielded a comparatively lower 4.16% annualized return.
AAFTX
12.82%
-0.85%
5.94%
19.18%
8.98%
8.42%
PIMIX
4.75%
-0.33%
3.56%
9.25%
3.17%
4.16%
Key characteristics
| AAFTX | PIMIX | |
|---|---|---|
| Sharpe Ratio | 2.27 | 2.17 |
| Sortino Ratio | 3.20 | 3.29 |
| Omega Ratio | 1.42 | 1.43 |
| Calmar Ratio | 2.31 | 2.55 |
| Martin Ratio | 15.05 | 10.52 |
| Ulcer Index | 1.26% | 0.89% |
| Daily Std Dev | 8.36% | 4.31% |
| Max Drawdown | -48.60% | -13.39% |
| Current Drawdown | -1.69% | -1.80% |
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AAFTX vs. PIMIX - Expense Ratio Comparison
AAFTX has a 0.33% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Correlation
The correlation between AAFTX and PIMIX is 0.19, 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.
Risk-Adjusted Performance
AAFTX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2035 Target Date Retirement Fund (AAFTX) and PIMCO Income Fund Institutional Class (PIMIX). 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. PIMIX - Dividend Comparison
AAFTX's dividend yield for the trailing twelve months is around 1.53%, less than PIMIX's 6.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAFTX American Funds 2035 Target Date Retirement Fund | 1.53% | 1.72% | 1.44% | 0.87% | 0.98% | 1.11% | 1.20% | 0.93% | 1.04% | 0.74% | 4.70% | 3.29% |
PIMIX PIMCO Income Fund Institutional Class | 6.25% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% | 5.46% |
Drawdowns
AAFTX vs. PIMIX - Drawdown Comparison
The maximum AAFTX drawdown since its inception was -48.60%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for AAFTX and PIMIX. For additional features, visit the drawdowns tool.
Volatility
AAFTX vs. PIMIX - Volatility Comparison
American Funds 2035 Target Date Retirement Fund (AAFTX) has a higher volatility of 2.34% compared to PIMCO Income Fund Institutional Class (PIMIX) at 1.04%. This indicates that AAFTX's price experiences larger fluctuations and is considered to be riskier than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.