AAFTX vs. RERGX
Compare and contrast key facts about American Funds 2035 Target Date Retirement Fund (AAFTX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
AAFTX is managed by American Funds. It was launched on Jan 31, 2007. RERGX is managed by American Funds.
Performance
AAFTX vs. RERGX - Performance Comparison
Loading graphics...
AAFTX vs. RERGX - 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -2.84% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
Returns By Period
In the year-to-date period, AAFTX achieves a -1.92% return, which is significantly higher than RERGX's -2.84% return. Over the past 10 years, AAFTX has outperformed RERGX with an annualized return of 9.73%, while RERGX has yielded a comparatively lower 7.97% 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%
RERGX
- 1D
- 2.76%
- 1M
- -8.17%
- YTD
- -2.84%
- 6M
- 0.96%
- 1Y
- 21.57%
- 3Y*
- 11.01%
- 5Y*
- 3.33%
- 10Y*
- 7.97%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AAFTX vs. RERGX - Expense Ratio Comparison
AAFTX has a 0.33% expense ratio, which is lower than RERGX's 0.46% expense ratio.
Return for Risk
AAFTX vs. RERGX — Risk / Return Rank
AAFTX
RERGX
AAFTX vs. RERGX - 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 EuroPacific Growth Fund Class R-6 (RERGX). 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 | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 1.38 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.96 | 1.87 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.27 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 1.68 | +0.23 |
Martin ratioReturn relative to average drawdown | 8.22 | 6.37 | +1.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AAFTX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 1.38 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.20 | +0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.48 | +0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.38 | +0.12 |
Correlation
The correlation between AAFTX and RERGX is 0.89, 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. RERGX - Dividend Comparison
AAFTX's dividend yield for the trailing twelve months is around 6.10%, less than RERGX's 14.36% 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.36% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
AAFTX vs. RERGX - Drawdown Comparison
The maximum AAFTX drawdown since its inception was -49.89%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for AAFTX and RERGX.
Loading graphics...
Drawdown Indicators
| AAFTX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.89% | -37.30% | -12.59% |
Max Drawdown (1Y)Largest decline over 1 year | -7.54% | -12.52% | +4.98% |
Max Drawdown (5Y)Largest decline over 5 years | -23.31% | -37.30% | +13.99% |
Max Drawdown (10Y)Largest decline over 10 years | -26.72% | -37.30% | +10.58% |
Current DrawdownCurrent decline from peak | -5.23% | -10.11% | +4.88% |
Average DrawdownAverage peak-to-trough decline | -6.85% | -9.28% | +2.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 3.30% | -1.55% |
Volatility
AAFTX vs. RERGX - Volatility Comparison
The current volatility for American Funds 2035 Target Date Retirement Fund (AAFTX) is 4.03%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 7.27%. This indicates that AAFTX experiences smaller price fluctuations and is considered to be less risky than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AAFTX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.03% | 7.27% | -3.24% |
Volatility (6M)Calculated over the trailing 6-month period | 6.60% | 11.54% | -4.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.79% | 16.40% | -5.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.43% | 16.48% | -5.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.71% | 16.80% | -4.09% |