AANTX vs. GWPAX
Compare and contrast key facts about American Funds 2060 Target Date Retirement Fund (AANTX) and American Funds Growth Portfolio Class A (GWPAX).
AANTX is managed by American Funds. It was launched on Mar 26, 2015. GWPAX is managed by American Funds. It was launched on May 18, 2012.
Performance
AANTX vs. GWPAX - Performance Comparison
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AANTX vs. GWPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AANTX American Funds 2060 Target Date Retirement Fund | -3.40% | 20.36% | 15.28% | 21.14% | -19.92% | 16.90% | 18.94% | 23.64% | -5.93% | 22.21% |
GWPAX American Funds Growth Portfolio Class A | -5.63% | 20.47% | 20.17% | 28.76% | -26.97% | 18.59% | 25.34% | 27.19% | -6.59% | 25.12% |
Returns By Period
In the year-to-date period, AANTX achieves a -3.40% return, which is significantly higher than GWPAX's -5.63% return. Over the past 10 years, AANTX has underperformed GWPAX with an annualized return of 10.68%, while GWPAX has yielded a comparatively higher 11.87% annualized return.
AANTX
- 1D
- 2.78%
- 1M
- -6.49%
- YTD
- -3.40%
- 6M
- -0.87%
- 1Y
- 18.13%
- 3Y*
- 15.17%
- 5Y*
- 7.59%
- 10Y*
- 10.68%
GWPAX
- 1D
- 3.37%
- 1M
- -6.92%
- YTD
- -5.63%
- 6M
- -3.30%
- 1Y
- 19.12%
- 3Y*
- 17.31%
- 5Y*
- 7.65%
- 10Y*
- 11.87%
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AANTX vs. GWPAX - Expense Ratio Comparison
AANTX has a 0.34% expense ratio, which is lower than GWPAX's 0.73% expense ratio.
Return for Risk
AANTX vs. GWPAX — Risk / Return Rank
AANTX
GWPAX
AANTX vs. GWPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2060 Target Date Retirement Fund (AANTX) and American Funds Growth Portfolio Class A (GWPAX). 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 | GWPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.05 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.82 | 1.60 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 1.65 | +0.15 |
Martin ratioReturn relative to average drawdown | 7.73 | 6.68 | +1.05 |
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 | GWPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.05 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.42 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.66 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.68 | +0.03 |
Correlation
The correlation between AANTX and GWPAX is 0.99, 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
AANTX vs. GWPAX - Dividend Comparison
AANTX's dividend yield for the trailing twelve months is around 5.51%, less than GWPAX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AANTX American Funds 2060 Target Date Retirement Fund | 5.51% | 5.32% | 3.07% | 2.12% | 6.21% | 3.50% | 2.57% | 2.52% | 3.50% | 1.56% | 2.33% | 0.00% |
GWPAX American Funds Growth Portfolio Class A | 6.09% | 5.75% | 5.83% | 1.61% | 9.94% | 3.42% | 3.42% | 5.77% | 6.19% | 3.39% | 4.36% | 4.84% |
Drawdowns
AANTX vs. GWPAX - Drawdown Comparison
The maximum AANTX drawdown since its inception was -29.42%, smaller than the maximum GWPAX drawdown of -34.15%. Use the drawdown chart below to compare losses from any high point for AANTX and GWPAX.
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Drawdown Indicators
| AANTX | GWPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.42% | -34.15% | +4.73% |
Max Drawdown (1Y)Largest decline over 1 year | -10.23% | -11.78% | +1.55% |
Max Drawdown (5Y)Largest decline over 5 years | -27.49% | -34.15% | +6.66% |
Max Drawdown (10Y)Largest decline over 10 years | -29.42% | -34.15% | +4.73% |
Current DrawdownCurrent decline from peak | -7.33% | -8.81% | +1.48% |
Average DrawdownAverage peak-to-trough decline | -4.91% | -5.77% | +0.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 2.91% | -0.52% |
Volatility
AANTX vs. GWPAX - Volatility Comparison
The current volatility for American Funds 2060 Target Date Retirement Fund (AANTX) is 5.65%, while American Funds Growth Portfolio Class A (GWPAX) has a volatility of 6.61%. This indicates that AANTX experiences smaller price fluctuations and is considered to be less risky than GWPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AANTX | GWPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.65% | 6.61% | -0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 9.44% | 11.28% | -1.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.38% | 18.89% | -3.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.62% | 18.17% | -3.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.06% | 17.95% | -2.89% |