AAFTX vs. VTTHX
Compare and contrast key facts about American Funds 2035 Target Date Retirement Fund (AAFTX) and Vanguard Target Retirement 2035 Fund (VTTHX).
AAFTX is managed by American Funds. It was launched on Jan 31, 2007. VTTHX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAFTX or VTTHX.
Performance
AAFTX vs. VTTHX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with AAFTX having a 13.56% return and VTTHX slightly lower at 13.00%. Over the past 10 years, AAFTX has outperformed VTTHX with an annualized return of 8.46%, while VTTHX has yielded a comparatively lower 7.55% annualized return.
AAFTX
13.56%
0.50%
6.81%
19.75%
9.11%
8.46%
VTTHX
13.00%
0.93%
6.87%
19.25%
8.16%
7.55%
Key characteristics
| AAFTX | VTTHX | |
|---|---|---|
| Sharpe Ratio | 2.36 | 2.12 |
| Sortino Ratio | 3.32 | 3.03 |
| Omega Ratio | 1.44 | 1.40 |
| Calmar Ratio | 2.47 | 2.42 |
| Martin Ratio | 15.61 | 12.90 |
| Ulcer Index | 1.27% | 1.49% |
| Daily Std Dev | 8.37% | 9.06% |
| Max Drawdown | -48.60% | -51.76% |
| Current Drawdown | -1.04% | -0.75% |
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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.
Correlation
The correlation between AAFTX and VTTHX is 0.98, 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.
Risk-Adjusted Performance
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.
Dividends
AAFTX vs. VTTHX - Dividend Comparison
AAFTX's dividend yield for the trailing twelve months is around 1.52%, less than VTTHX's 2.19% 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% |
VTTHX Vanguard Target Retirement 2035 Fund | 2.19% | 2.47% | 2.08% | 2.34% | 1.62% | 2.33% | 2.47% | 1.98% | 2.01% | 2.20% | 2.06% | 1.91% |
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.
Volatility
AAFTX vs. VTTHX - Volatility Comparison
American Funds 2035 Target Date Retirement Fund (AAFTX) and Vanguard Target Retirement 2035 Fund (VTTHX) have volatilities of 2.29% and 2.21%, 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.