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AANTX vs. VTIAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AANTX and VTIAX is 0.89, 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.


-0.50.00.51.00.9

Performance

AANTX vs. VTIAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds 2060 Target Date Retirement Fund (AANTX) and Vanguard Total International Stock Index Fund Admiral Shares (VTIAX). The values are adjusted to include any dividend payments, if applicable.

-6.00%-4.00%-2.00%0.00%2.00%4.00%6.00%8.00%AugustSeptemberOctoberNovemberDecember2025
1.30%
-1.56%
AANTX
VTIAX

Key characteristics

Sharpe Ratio

AANTX:

1.29

VTIAX:

0.63

Sortino Ratio

AANTX:

1.75

VTIAX:

0.94

Omega Ratio

AANTX:

1.24

VTIAX:

1.12

Calmar Ratio

AANTX:

2.11

VTIAX:

0.78

Martin Ratio

AANTX:

7.64

VTIAX:

2.30

Ulcer Index

AANTX:

1.96%

VTIAX:

3.27%

Daily Std Dev

AANTX:

11.66%

VTIAX:

11.96%

Max Drawdown

AANTX:

-29.42%

VTIAX:

-35.82%

Current Drawdown

AANTX:

-5.53%

VTIAX:

-7.81%

Returns By Period

In the year-to-date period, AANTX achieves a 0.96% return, which is significantly higher than VTIAX's 0.35% return.


AANTX

YTD

0.96%

1M

-5.23%

6M

1.30%

1Y

15.08%

5Y*

8.74%

10Y*

N/A

VTIAX

YTD

0.35%

1M

-3.17%

6M

-1.92%

1Y

7.33%

5Y*

4.31%

10Y*

5.45%

*Annualized

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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.


Expense ratio chart for AANTX: current value at 0.34% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.34%
Expense ratio chart for VTIAX: current value at 0.11% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.11%

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.


The chart of Sharpe ratio for AANTX, currently valued at 1.29, compared to the broader market-1.000.001.002.003.001.290.63
The chart of Sortino ratio for AANTX, currently valued at 1.75, compared to the broader market-2.000.002.004.006.008.001.750.94
The chart of Omega ratio for AANTX, currently valued at 1.24, compared to the broader market0.501.001.502.002.503.001.241.12
The chart of Calmar ratio for AANTX, currently valued at 2.11, compared to the broader market0.002.004.006.008.0010.002.110.78
The chart of Martin ratio for AANTX, currently valued at 7.64, compared to the broader market0.0010.0020.0030.0040.0050.007.642.30
AANTX
VTIAX

The current AANTX Sharpe Ratio is 1.29, which is higher than the VTIAX Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of AANTX and VTIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00AugustSeptemberOctoberNovemberDecember2025
1.29
0.63
AANTX
VTIAX

Dividends

AANTX vs. VTIAX - Dividend Comparison

AANTX has not paid dividends to shareholders, while VTIAX's dividend yield for the trailing twelve months is around 3.31%.


TTM20242023202220212020201920182017201620152014
AANTX
American Funds 2060 Target Date Retirement Fund
0.00%0.00%1.15%0.54%0.72%0.58%0.76%0.77%0.69%1.08%0.74%0.00%
VTIAX
Vanguard Total International Stock Index Fund Admiral Shares
3.31%3.33%3.21%3.05%3.05%2.10%3.04%3.17%2.74%2.93%2.84%3.40%

Drawdowns

AANTX vs. VTIAX - Drawdown Comparison

The maximum AANTX drawdown since its inception was -29.42%, smaller than the maximum VTIAX drawdown of -35.82%. Use the drawdown chart below to compare losses from any high point for AANTX and VTIAX. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-5.53%
-7.81%
AANTX
VTIAX

Volatility

AANTX vs. VTIAX - Volatility Comparison

American Funds 2060 Target Date Retirement Fund (AANTX) has a higher volatility of 4.82% compared to Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) at 2.76%. This indicates that AANTX's price experiences larger fluctuations and is considered to be riskier than VTIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%AugustSeptemberOctoberNovemberDecember2025
4.82%
2.76%
AANTX
VTIAX