AAHTX vs. VTSAX

In the year-to-date period, AAHTX achieves a 3.99% return, which is significantly higher than VTSAX's -0.53% return. Over the past 10 years, AAHTX has underperformed VTSAX with an annualized return of 9.01%, while VTSAX has yielded a comparatively higher 12.01% annualized return.

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AAHTX has a 0.33% expense ratio, which is higher than VTSAX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Funds 2045 Target Date Retirement Fund (AAHTX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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 current AAHTX Sharpe Ratio is 0.77, which is comparable to the VTSAX Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of AAHTX and VTSAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AAHTX's dividend yield for the trailing twelve months is around 1.14%, less than VTSAX's 1.30% yield.

The maximum AAHTX drawdown since its inception was -48.86%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for AAHTX and VTSAX. For additional features, visit the drawdowns tool.

The current volatility for American Funds 2045 Target Date Retirement Fund (AAHTX) is 4.28%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 6.32%. This indicates that AAHTX experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.