AANTX vs. FRAMX
Compare and contrast key facts about American Funds 2060 Target Date Retirement Fund (AANTX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX).
AANTX is managed by American Funds. It was launched on Mar 26, 2015. FRAMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
AANTX vs. FRAMX - Performance Comparison
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Returns By Period
In the year-to-date period, AANTX achieves a -2.61% return, which is significantly lower than FRAMX's 0.35% return. Over the past 10 years, AANTX has outperformed FRAMX with an annualized return of 10.78%, while FRAMX has yielded a comparatively lower 3.76% annualized return.
AANTX
- 1D
- -0.20%
- 1M
- -3.75%
- YTD
- -2.61%
- 6M
- -0.59%
- 1Y
- 25.63%
- 3Y*
- 15.32%
- 5Y*
- 7.77%
- 10Y*
- 10.78%
FRAMX
- 1D
- 0.05%
- 1M
- -1.01%
- YTD
- 0.35%
- 6M
- 1.22%
- 1Y
- 9.23%
- 3Y*
- 5.87%
- 5Y*
- 2.22%
- 10Y*
- 3.76%
AANTX vs. FRAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AANTX American Funds 2060 Target Date Retirement Fund | -2.61% | 20.36% | 15.28% | 21.14% | -19.92% | 16.90% | 18.94% | 23.64% | -5.93% | 22.21% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | 0.35% | 9.55% | 4.04% | 7.80% | -11.87% | 2.52% | 8.30% | 10.28% | -2.05% | 6.82% |
Correlation
The correlation between AANTX and FRAMX is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined. Holding both can reduce overall portfolio volatility compared to holding either one alone.
AANTX vs. FRAMX - Expense Ratio Comparison
AANTX has a 0.34% expense ratio, which is lower than FRAMX's 0.70% expense ratio.
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Return for Risk
AANTX vs. FRAMX — Risk / Return Rank
AANTX
FRAMX
AANTX vs. FRAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2060 Target Date Retirement Fund (AANTX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX). 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.
| AANTX | FRAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.61 | -0.41 |
Sortino ratioReturn per unit of downside risk | 1.79 | 2.25 | -0.46 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.32 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 2.17 | -0.30 |
Martin ratioReturn relative to average drawdown | 7.76 | 8.37 | -0.61 |
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
| AANTX | FRAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.61 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.43 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.84 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.50 | +0.21 |
Drawdowns
AANTX vs. FRAMX - Drawdown Comparison
The maximum AANTX drawdown since its inception was -29.42%, smaller than the maximum FRAMX drawdown of -33.94%. Use the drawdown chart below to compare losses from any high point for AANTX and FRAMX.
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Drawdown Indicators
| AANTX | FRAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.42% | -33.94% | +4.52% |
Max Drawdown (1Y)Largest decline over 1 year | -9.83% | -3.45% | -6.38% |
Max Drawdown (5Y)Largest decline over 5 years | -27.49% | -16.31% | -11.18% |
Max Drawdown (10Y)Largest decline over 10 years | -29.42% | -16.31% | -13.11% |
Current DrawdownCurrent decline from peak | -6.57% | -2.30% | -4.27% |
Average DrawdownAverage peak-to-trough decline | -4.91% | -3.86% | -1.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.46% | 0.89% | +1.57% |
Volatility
AANTX vs. FRAMX - Volatility Comparison
American Funds 2060 Target Date Retirement Fund (AANTX) has a higher volatility of 5.49% compared to Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX) at 2.07%. This indicates that AANTX's price experiences larger fluctuations and is considered to be riskier than FRAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AANTX | FRAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 2.07% | +3.42% |
Volatility (6M)Calculated over the trailing 6-month period | 9.48% | 2.94% | +6.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.41% | 4.64% | +10.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.61% | 5.22% | +9.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.06% | 4.48% | +10.58% |
Dividends
AANTX vs. FRAMX - Dividend Comparison
AANTX's dividend yield for the trailing twelve months is around 5.46%, more than FRAMX's 2.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AANTX American Funds 2060 Target Date Retirement Fund | 5.46% | 5.32% | 3.07% | 2.12% | 6.21% | 3.50% | 2.57% | 2.52% | 3.50% | 1.56% | 2.33% | 0.00% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | 2.78% | 2.77% | 2.77% | 2.58% | 4.26% | 3.31% | 2.23% | 2.37% | 4.40% | 8.26% | 1.42% | 1.42% |