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AALTX vs. VOO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AALTX and VOO is 0.96, 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.


-0.50.00.51.01.0

Performance

AALTX vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds 2050 Target Date Retirement Fund (AALTX) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

300.00%350.00%400.00%450.00%500.00%550.00%600.00%650.00%JulyAugustSeptemberOctoberNovemberDecember
349.27%
602.93%
AALTX
VOO

Key characteristics

Sharpe Ratio

AALTX:

1.62

VOO:

2.25

Sortino Ratio

AALTX:

2.21

VOO:

2.98

Omega Ratio

AALTX:

1.30

VOO:

1.42

Calmar Ratio

AALTX:

2.64

VOO:

3.31

Martin Ratio

AALTX:

10.45

VOO:

14.77

Ulcer Index

AALTX:

1.69%

VOO:

1.90%

Daily Std Dev

AALTX:

10.93%

VOO:

12.46%

Max Drawdown

AALTX:

-48.76%

VOO:

-33.99%

Current Drawdown

AALTX:

-3.02%

VOO:

-2.47%

Returns By Period

In the year-to-date period, AALTX achieves a 15.57% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, AALTX has underperformed VOO with an annualized return of 9.35%, while VOO has yielded a comparatively higher 13.08% annualized return.


AALTX

YTD

15.57%

1M

0.05%

6M

5.44%

1Y

16.44%

5Y*

9.47%

10Y*

9.35%

VOO

YTD

26.02%

1M

-0.11%

6M

9.35%

1Y

26.45%

5Y*

14.79%

10Y*

13.08%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


AALTX vs. VOO - Expense Ratio Comparison

AALTX has a 0.33% expense ratio, which is higher than VOO's 0.03% expense ratio.


AALTX
American Funds 2050 Target Date Retirement Fund
Expense ratio chart for AALTX: current value at 0.33% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.33%
Expense ratio chart for VOO: current value at 0.03% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.03%

Risk-Adjusted Performance

AALTX vs. VOO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds 2050 Target Date Retirement Fund (AALTX) and Vanguard S&P 500 ETF (VOO). 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.


Sharpe ratio
The chart of Sharpe ratio for AALTX, currently valued at 1.62, compared to the broader market-1.000.001.002.003.004.001.622.25
The chart of Sortino ratio for AALTX, currently valued at 2.21, compared to the broader market-2.000.002.004.006.008.0010.002.212.98
The chart of Omega ratio for AALTX, currently valued at 1.30, compared to the broader market0.501.001.502.002.503.003.501.301.42
The chart of Calmar ratio for AALTX, currently valued at 2.64, compared to the broader market0.002.004.006.008.0010.0012.0014.002.643.31
The chart of Martin ratio for AALTX, currently valued at 10.45, compared to the broader market0.0020.0040.0060.0010.4514.77
AALTX
VOO

The current AALTX Sharpe Ratio is 1.62, which is comparable to the VOO Sharpe Ratio of 2.25. The chart below compares the historical Sharpe Ratios of AALTX and VOO, 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 Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.62
2.25
AALTX
VOO

Dividends

AALTX vs. VOO - Dividend Comparison

AALTX's dividend yield for the trailing twelve months is around 1.11%, more than VOO's 0.91% yield.


TTM20232022202120202019201820172016201520142013
AALTX
American Funds 2050 Target Date Retirement Fund
0.00%1.28%0.74%0.73%0.63%0.86%0.94%0.79%0.92%0.65%4.70%3.18%
VOO
Vanguard S&P 500 ETF
0.91%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%1.84%

Drawdowns

AALTX vs. VOO - Drawdown Comparison

The maximum AALTX drawdown since its inception was -48.76%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AALTX and VOO. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-3.02%
-2.47%
AALTX
VOO

Volatility

AALTX vs. VOO - Volatility Comparison

American Funds 2050 Target Date Retirement Fund (AALTX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.57% and 3.75%, 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%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
3.57%
3.75%
AALTX
VOO
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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