AANTX vs. VTIAX
Compare and contrast key facts about American Funds 2060 Target Date Retirement Fund (AANTX) and Vanguard Total International Stock Index Fund Admiral Shares (VTIAX).
AANTX is managed by American Funds. It was launched on Mar 26, 2015. VTIAX is managed by Vanguard. It was launched on Nov 29, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AANTX or VTIAX.
Key characteristics
| AANTX | VTIAX | |
|---|---|---|
| YTD Return | 4.35% | 3.56% |
| 1Y Return | 18.77% | 11.24% |
| 3Y Return (Ann) | 2.95% | 0.48% |
| 5Y Return (Ann) | 8.89% | 5.38% |
| Sharpe Ratio | 1.66 | 0.98 |
| Daily Std Dev | 11.23% | 11.67% |
| Max Drawdown | -29.42% | -35.83% |
| Current Drawdown | -3.21% | -2.67% |
Correlation
The correlation between AANTX and VTIAX is 0.90, 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.
Performance
AANTX vs. VTIAX - Performance Comparison
In the year-to-date period, AANTX achieves a 4.35% return, which is significantly higher than VTIAX's 3.56% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AANTX vs. VTIAX - Expense Ratio Comparison
AANTX has a 0.34% expense ratio, which is higher than VTIAX's 0.11% expense ratio.
Risk-Adjusted Performance
AANTX vs. VTIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2060 Target Date Retirement Fund (AANTX) and Vanguard Total International Stock Index Fund Admiral Shares (VTIAX). 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.
Dividends
AANTX vs. VTIAX - Dividend Comparison
AANTX's dividend yield for the trailing twelve months is around 2.03%, less than VTIAX's 3.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AANTX American Funds 2060 Target Date Retirement Fund | 2.03% | 2.12% | 6.21% | 3.50% | 2.57% | 3.27% | 3.50% | 1.56% | 2.33% | 0.77% | 0.00% | 0.00% |
VTIAX Vanguard Total International Stock Index Fund Admiral Shares | 3.28% | 3.21% | 3.04% | 3.05% | 2.10% | 3.04% | 3.16% | 2.73% | 2.93% | 2.84% | 3.40% | 2.71% |
Drawdowns
AANTX vs. VTIAX - Drawdown Comparison
The maximum AANTX drawdown since its inception was -29.42%, smaller than the maximum VTIAX drawdown of -35.83%. Use the drawdown chart below to compare losses from any high point for AANTX and VTIAX. For additional features, visit the drawdowns tool.
Volatility
AANTX vs. VTIAX - Volatility Comparison
American Funds 2060 Target Date Retirement Fund (AANTX) and Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) have volatilities of 3.70% and 3.85%, 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.