AAMTX vs. RERGX
Compare and contrast key facts about American Funds 2055 Target Date Retirement Fund (AAMTX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
AAMTX is managed by American Funds. It was launched on Jan 31, 2010. RERGX is managed by American Funds.
Performance
AAMTX vs. RERGX - Performance Comparison
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AAMTX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAMTX American Funds 2055 Target Date Retirement Fund | -5.89% | 20.37% | 15.16% | 21.03% | -19.75% | 16.94% | 19.06% | 24.60% | -5.95% | 22.20% |
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
In the year-to-date period, AAMTX achieves a -5.89% return, which is significantly lower than RERGX's -5.45% return. Over the past 10 years, AAMTX has outperformed RERGX with an annualized return of 10.50%, while RERGX has yielded a comparatively lower 7.68% annualized return.
AAMTX
- 1D
- -0.39%
- 1M
- -9.30%
- YTD
- -5.89%
- 6M
- -2.93%
- 1Y
- 15.41%
- 3Y*
- 14.11%
- 5Y*
- 7.32%
- 10Y*
- 10.50%
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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AAMTX vs. RERGX - Expense Ratio Comparison
AAMTX has a 0.33% expense ratio, which is lower than RERGX's 0.46% expense ratio.
Return for Risk
AAMTX vs. RERGX — Risk / Return Rank
AAMTX
RERGX
AAMTX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2055 Target Date Retirement Fund (AAMTX) 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.
| AAMTX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 1.10 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.52 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.27 | +0.05 |
Martin ratioReturn relative to average drawdown | 5.77 | 4.87 | +0.90 |
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
| AAMTX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 1.10 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.19 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.46 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.37 | +0.33 |
Correlation
The correlation between AAMTX 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
AAMTX vs. RERGX - Dividend Comparison
AAMTX's dividend yield for the trailing twelve months is around 6.05%, less than RERGX's 14.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAMTX American Funds 2055 Target Date Retirement Fund | 6.05% | 5.70% | 3.22% | 2.22% | 6.92% | 4.15% | 2.98% | 3.92% | 4.46% | 2.18% | 3.19% | 4.06% |
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
AAMTX vs. RERGX - Drawdown Comparison
The maximum AAMTX drawdown since its inception was -29.32%, smaller than the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for AAMTX and RERGX.
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Drawdown Indicators
| AAMTX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.32% | -37.30% | +7.98% |
Max Drawdown (1Y)Largest decline over 1 year | -10.16% | -12.52% | +2.36% |
Max Drawdown (5Y)Largest decline over 5 years | -27.34% | -37.30% | +9.96% |
Max Drawdown (10Y)Largest decline over 10 years | -29.32% | -37.30% | +7.98% |
Current DrawdownCurrent decline from peak | -9.71% | -12.52% | +2.81% |
Average DrawdownAverage peak-to-trough decline | -4.31% | -9.28% | +4.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 3.25% | -0.93% |
Volatility
AAMTX vs. RERGX - Volatility Comparison
The current volatility for American Funds 2055 Target Date Retirement Fund (AAMTX) is 4.58%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 6.59%. This indicates that AAMTX 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
| AAMTX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 6.59% | -2.01% |
Volatility (6M)Calculated over the trailing 6-month period | 8.93% | 11.23% | -2.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.98% | 16.21% | -1.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.46% | 16.43% | -1.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.95% | 16.78% | -1.83% |