AAHTX vs. RERGX
Compare and contrast key facts about American Funds 2045 Target Date Retirement Fund (AAHTX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
AAHTX is managed by American Funds. It was launched on Jan 31, 2007. RERGX is managed by American Funds.
Performance
AAHTX vs. RERGX - Performance Comparison
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AAHTX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAHTX American Funds 2045 Target Date Retirement Fund | -5.32% | 20.01% | 14.82% | 19.74% | -18.40% | 16.83% | 18.79% | 24.33% | -5.92% | 22.02% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -5.45% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
Returns By Period
The year-to-date returns for both stocks are quite close, with AAHTX having a -5.32% return and RERGX slightly lower at -5.45%. Over the past 10 years, AAHTX has outperformed RERGX with an annualized return of 10.48%, while RERGX has yielded a comparatively lower 7.68% annualized return.
AAHTX
- 1D
- -0.35%
- 1M
- -8.83%
- YTD
- -5.32%
- 6M
- -2.42%
- 1Y
- 14.99%
- 3Y*
- 13.87%
- 5Y*
- 7.44%
- 10Y*
- 10.48%
RERGX
- 1D
- -0.16%
- 1M
- -12.20%
- YTD
- -5.45%
- 6M
- -0.97%
- 1Y
- 19.17%
- 3Y*
- 10.00%
- 5Y*
- 3.13%
- 10Y*
- 7.68%
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AAHTX vs. RERGX - Expense Ratio Comparison
AAHTX has a 0.33% expense ratio, which is lower than RERGX's 0.46% expense ratio.
Return for Risk
AAHTX vs. RERGX — Risk / Return Rank
AAHTX
RERGX
AAHTX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2045 Target Date Retirement Fund (AAHTX) 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.
| AAHTX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.10 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.52 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 1.27 | +0.08 |
Martin ratioReturn relative to average drawdown | 5.97 | 4.87 | +1.10 |
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
| AAHTX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.10 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.19 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.46 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.37 | +0.13 |
Correlation
The correlation between AAHTX 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
AAHTX vs. RERGX - Dividend Comparison
AAHTX's dividend yield for the trailing twelve months is around 6.18%, less than RERGX's 14.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAHTX American Funds 2045 Target Date Retirement Fund | 6.18% | 5.85% | 3.37% | 2.46% | 6.75% | 4.62% | 3.19% | 4.24% | 4.85% | 2.33% | 3.50% | 4.74% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.76% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
AAHTX vs. RERGX - Drawdown Comparison
The maximum AAHTX drawdown since its inception was -50.05%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for AAHTX and RERGX.
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Drawdown Indicators
| AAHTX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.05% | -37.30% | -12.75% |
Max Drawdown (1Y)Largest decline over 1 year | -9.81% | -12.52% | +2.71% |
Max Drawdown (5Y)Largest decline over 5 years | -25.83% | -37.30% | +11.47% |
Max Drawdown (10Y)Largest decline over 10 years | -28.92% | -37.30% | +8.38% |
Current DrawdownCurrent decline from peak | -9.20% | -12.52% | +3.32% |
Average DrawdownAverage peak-to-trough decline | -7.14% | -9.28% | +2.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.22% | 3.25% | -1.03% |
Volatility
AAHTX vs. RERGX - Volatility Comparison
The current volatility for American Funds 2045 Target Date Retirement Fund (AAHTX) is 4.30%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 6.59%. This indicates that AAHTX 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.
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Volatility by Period
| AAHTX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 6.59% | -2.29% |
Volatility (6M)Calculated over the trailing 6-month period | 8.39% | 11.23% | -2.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.19% | 16.21% | -2.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.84% | 16.43% | -2.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.52% | 16.78% | -2.26% |