AAMTX vs. VTI

In the year-to-date period, AAMTX achieves a 4.98% return, which is significantly higher than VTI's 1.06% return. Over the past 10 years, AAMTX has underperformed VTI with an annualized return of 6.03%, while VTI has yielded a comparatively higher 12.12% annualized return.

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AAMTX has a 0.33% expense ratio, which is higher than VTI's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Funds 2055 Target Date Retirement Fund (AAMTX) and Vanguard Total Stock Market ETF (VTI). 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 VTI Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of AAMTX and VTI, 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 VTI's 1.28% yield.

The maximum AAMTX drawdown since its inception was -29.80%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for AAMTX and VTI. For additional features, visit the drawdowns tool.

The current volatility for American Funds 2055 Target Date Retirement Fund (AAMTX) is 3.58%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.69%. This indicates that AAMTX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.