AAMTX vs. LIVIX

In the year-to-date period, AAMTX achieves a 4.98% return, which is significantly lower than LIVIX's 5.23% return. Over the past 10 years, AAMTX has underperformed LIVIX with an annualized return of 6.03%, while LIVIX has yielded a comparatively higher 8.92% annualized return.

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AAMTX has a 0.33% expense ratio, which is higher than LIVIX's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Funds 2055 Target Date Retirement Fund (AAMTX) and BlackRock LifePath Index 2055 Fund (LIVIX). 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 AAMTX Sharpe Ratio is 0.52, which is comparable to the LIVIX Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of AAMTX and LIVIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AAMTX's dividend yield for the trailing twelve months is around 0.89%, less than LIVIX's 2.21% yield.

The maximum AAMTX drawdown since its inception was -29.80%, smaller than the maximum LIVIX drawdown of -34.44%. Use the drawdown chart below to compare losses from any high point for AAMTX and LIVIX. For additional features, visit the drawdowns tool.

American Funds 2055 Target Date Retirement Fund (AAMTX) and BlackRock LifePath Index 2055 Fund (LIVIX) have volatilities of 3.58% and 3.63%, 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.