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AAFTX vs. VTTHX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AAFTX and VTTHX 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.


-0.50.00.51.0
Correlation: 1.0

Performance

AAFTX vs. VTTHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds 2035 Target Date Retirement Fund (AAFTX) and Vanguard Target Retirement 2035 Fund (VTTHX). The values are adjusted to include any dividend payments, if applicable.

120.00%140.00%160.00%180.00%200.00%220.00%December2025FebruaryMarchAprilMay
197.47%
148.93%
AAFTX
VTTHX

Key characteristics

Sharpe Ratio

AAFTX:

0.58

VTTHX:

0.76

Sortino Ratio

AAFTX:

0.86

VTTHX:

1.14

Omega Ratio

AAFTX:

1.12

VTTHX:

1.16

Calmar Ratio

AAFTX:

0.59

VTTHX:

0.55

Martin Ratio

AAFTX:

2.26

VTTHX:

3.60

Ulcer Index

AAFTX:

3.00%

VTTHX:

2.48%

Daily Std Dev

AAFTX:

11.68%

VTTHX:

11.66%

Max Drawdown

AAFTX:

-48.60%

VTTHX:

-51.76%

Current Drawdown

AAFTX:

-4.20%

VTTHX:

-7.69%

Returns By Period

The year-to-date returns for both stocks are quite close, with AAFTX having a 1.06% return and VTTHX slightly lower at 1.04%. Both investments have delivered pretty close results over the past 10 years, with AAFTX having a 4.85% annualized return and VTTHX not far ahead at 4.88%.


AAFTX

YTD

1.06%

1M

0.42%

6M

-0.93%

1Y

8.16%

5Y*

7.47%

10Y*

4.85%

VTTHX

YTD

1.04%

1M

0.71%

6M

1.09%

1Y

10.24%

5Y*

6.10%

10Y*

4.88%

*Annualized

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AAFTX vs. VTTHX - Expense Ratio Comparison

AAFTX has a 0.33% expense ratio, which is higher than VTTHX's 0.08% expense ratio.


Expense ratio chart for AAFTX: current value is 0.33%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
AAFTX: 0.33%
Expense ratio chart for VTTHX: current value is 0.08%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VTTHX: 0.08%

Risk-Adjusted Performance

AAFTX vs. VTTHX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AAFTX
The Risk-Adjusted Performance Rank of AAFTX is 6060
Overall Rank
The Sharpe Ratio Rank of AAFTX is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of AAFTX is 5757
Sortino Ratio Rank
The Omega Ratio Rank of AAFTX is 5757
Omega Ratio Rank
The Calmar Ratio Rank of AAFTX is 6868
Calmar Ratio Rank
The Martin Ratio Rank of AAFTX is 6060
Martin Ratio Rank

VTTHX
The Risk-Adjusted Performance Rank of VTTHX is 6969
Overall Rank
The Sharpe Ratio Rank of VTTHX is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of VTTHX is 6868
Sortino Ratio Rank
The Omega Ratio Rank of VTTHX is 6868
Omega Ratio Rank
The Calmar Ratio Rank of VTTHX is 6565
Calmar Ratio Rank
The Martin Ratio Rank of VTTHX is 7575
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AAFTX vs. VTTHX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds 2035 Target Date Retirement Fund (AAFTX) and Vanguard Target Retirement 2035 Fund (VTTHX). 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.


The chart of Sharpe ratio for AAFTX, currently valued at 0.58, compared to the broader market-1.000.001.002.003.00
AAFTX: 0.58
VTTHX: 0.76
The chart of Sortino ratio for AAFTX, currently valued at 0.86, compared to the broader market-2.000.002.004.006.008.00
AAFTX: 0.86
VTTHX: 1.14
The chart of Omega ratio for AAFTX, currently valued at 1.12, compared to the broader market0.501.001.502.002.503.00
AAFTX: 1.12
VTTHX: 1.16
The chart of Calmar ratio for AAFTX, currently valued at 0.59, compared to the broader market0.002.004.006.008.0010.00
AAFTX: 0.59
VTTHX: 0.55
The chart of Martin ratio for AAFTX, currently valued at 2.26, compared to the broader market0.0010.0020.0030.0040.00
AAFTX: 2.26
VTTHX: 3.60

The current AAFTX Sharpe Ratio is 0.58, which is comparable to the VTTHX Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of AAFTX and VTTHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00December2025FebruaryMarchAprilMay
0.58
0.76
AAFTX
VTTHX

Dividends

AAFTX vs. VTTHX - Dividend Comparison

AAFTX's dividend yield for the trailing twelve months is around 1.70%, less than VTTHX's 2.56% yield.


TTM20242023202220212020201920182017201620152014
AAFTX
American Funds 2035 Target Date Retirement Fund
1.70%1.72%1.72%1.44%0.87%0.98%1.11%1.20%0.93%1.04%0.74%4.70%
VTTHX
Vanguard Target Retirement 2035 Fund
2.56%2.59%2.48%2.08%2.34%1.62%2.33%2.47%1.98%2.01%2.20%2.06%

Drawdowns

AAFTX vs. VTTHX - Drawdown Comparison

The maximum AAFTX drawdown since its inception was -48.60%, smaller than the maximum VTTHX drawdown of -51.76%. Use the drawdown chart below to compare losses from any high point for AAFTX and VTTHX. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-4.20%
-7.69%
AAFTX
VTTHX

Volatility

AAFTX vs. VTTHX - Volatility Comparison

American Funds 2035 Target Date Retirement Fund (AAFTX) and Vanguard Target Retirement 2035 Fund (VTTHX) have volatilities of 7.71% and 7.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%December2025FebruaryMarchAprilMay
7.71%
7.96%
AAFTX
VTTHX