Correlation
The correlation between AANTX and TRRYX is 0.94, 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.
AANTX vs. TRRYX
Compare and contrast key facts about American Funds 2060 Target Date Retirement Fund (AANTX) and T. Rowe Price Retirement 2060 Fund (TRRYX).
AANTX is managed by American Funds. It was launched on Mar 26, 2015. TRRYX is managed by T. Rowe Price. It was launched on Jun 22, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AANTX or TRRYX.
Performance
AANTX vs. TRRYX - Performance Comparison
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Key characteristics
AANTX:
0.64
TRRYX:
0.59
AANTX:
0.86
TRRYX:
0.83
AANTX:
1.12
TRRYX:
1.12
AANTX:
0.55
TRRYX:
0.55
AANTX:
2.14
TRRYX:
2.36
AANTX:
4.17%
TRRYX:
3.66%
AANTX:
16.39%
TRRYX:
16.72%
AANTX:
-29.47%
TRRYX:
-32.54%
AANTX:
-1.06%
TRRYX:
-0.98%
Returns By Period
In the year-to-date period, AANTX achieves a 4.84% return, which is significantly higher than TRRYX's 4.50% return. Over the past 10 years, AANTX has outperformed TRRYX with an annualized return of 6.95%, while TRRYX has yielded a comparatively lower 6.16% annualized return.
AANTX
4.84%
6.16%
0.90%
10.40%
8.11%
8.35%
6.95%
TRRYX
4.50%
4.95%
0.58%
9.80%
7.83%
8.87%
6.16%
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AANTX vs. TRRYX - Expense Ratio Comparison
AANTX has a 0.34% expense ratio, which is lower than TRRYX's 0.90% expense ratio.
Risk-Adjusted Performance
AANTX vs. TRRYX — Risk-Adjusted Performance Rank
AANTX
TRRYX
AANTX vs. TRRYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2060 Target Date Retirement Fund (AANTX) and T. Rowe Price Retirement 2060 Fund (TRRYX). 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.
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Dividends
AANTX vs. TRRYX - Dividend Comparison
AANTX's dividend yield for the trailing twelve months is around 2.93%, more than TRRYX's 1.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AANTX American Funds 2060 Target Date Retirement Fund | 2.93% | 3.07% | 2.12% | 6.20% | 3.50% | 2.57% | 3.27% | 3.51% | 1.56% | 2.33% | 0.77% | 0.00% |
TRRYX T. Rowe Price Retirement 2060 Fund | 1.49% | 1.56% | 3.15% | 5.54% | 4.01% | 2.26% | 4.12% | 5.23% | 2.66% | 2.57% | 2.07% | 1.52% |
Drawdowns
AANTX vs. TRRYX - Drawdown Comparison
The maximum AANTX drawdown since its inception was -29.47%, smaller than the maximum TRRYX drawdown of -32.54%. Use the drawdown chart below to compare losses from any high point for AANTX and TRRYX.
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Volatility
AANTX vs. TRRYX - Volatility Comparison
American Funds 2060 Target Date Retirement Fund (AANTX) and T. Rowe Price Retirement 2060 Fund (TRRYX) have volatilities of 3.72% and 3.65%, 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.
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