PortfoliosLab logo
AANTX vs. VTTSX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AANTX and VTTSX is 0.95, 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.


-0.50.00.51.0
Correlation: 1.0

Performance

AANTX vs. VTTSX - 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 Target Retirement 2060 Fund (VTTSX). The values are adjusted to include any dividend payments, if applicable.

70.00%80.00%90.00%100.00%110.00%120.00%130.00%NovemberDecember2025FebruaryMarchApril
88.20%
115.11%
AANTX
VTTSX

Key characteristics

Sharpe Ratio

AANTX:

0.36

VTTSX:

0.64

Sortino Ratio

AANTX:

0.60

VTTSX:

0.99

Omega Ratio

AANTX:

1.08

VTTSX:

1.14

Calmar Ratio

AANTX:

0.36

VTTSX:

0.68

Martin Ratio

AANTX:

1.44

VTTSX:

3.06

Ulcer Index

AANTX:

4.00%

VTTSX:

3.20%

Daily Std Dev

AANTX:

16.20%

VTTSX:

15.34%

Max Drawdown

AANTX:

-29.47%

VTTSX:

-31.38%

Current Drawdown

AANTX:

-7.44%

VTTSX:

-5.24%

Returns By Period

In the year-to-date period, AANTX achieves a -1.91% return, which is significantly lower than VTTSX's -0.51% return. Over the past 10 years, AANTX has underperformed VTTSX with an annualized return of 6.36%, while VTTSX has yielded a comparatively higher 7.79% annualized return.


AANTX

YTD

-1.91%

1M

-0.06%

6M

-4.26%

1Y

5.39%

5Y*

8.32%

10Y*

6.36%

VTTSX

YTD

-0.51%

1M

0.04%

6M

-0.99%

1Y

9.37%

5Y*

11.09%

10Y*

7.79%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


AANTX vs. VTTSX - Expense Ratio Comparison

AANTX has a 0.34% expense ratio, which is higher than VTTSX's 0.08% expense ratio.


Expense ratio chart for AANTX: current value is 0.34%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
AANTX: 0.34%
Expense ratio chart for VTTSX: current value is 0.08%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VTTSX: 0.08%

Risk-Adjusted Performance

AANTX vs. VTTSX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AANTX
The Risk-Adjusted Performance Rank of AANTX is 4848
Overall Rank
The Sharpe Ratio Rank of AANTX is 4646
Sharpe Ratio Rank
The Sortino Ratio Rank of AANTX is 4646
Sortino Ratio Rank
The Omega Ratio Rank of AANTX is 4545
Omega Ratio Rank
The Calmar Ratio Rank of AANTX is 5252
Calmar Ratio Rank
The Martin Ratio Rank of AANTX is 4949
Martin Ratio Rank

VTTSX
The Risk-Adjusted Performance Rank of VTTSX is 6969
Overall Rank
The Sharpe Ratio Rank of VTTSX is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of VTTSX is 6666
Sortino Ratio Rank
The Omega Ratio Rank of VTTSX is 6666
Omega Ratio Rank
The Calmar Ratio Rank of VTTSX is 7676
Calmar Ratio Rank
The Martin Ratio Rank of VTTSX is 7272
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AANTX vs. VTTSX - 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 Target Retirement 2060 Fund (VTTSX). 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 0.36, compared to the broader market-1.000.001.002.003.00
AANTX: 0.36
VTTSX: 0.64
The chart of Sortino ratio for AANTX, currently valued at 0.60, compared to the broader market-2.000.002.004.006.008.00
AANTX: 0.60
VTTSX: 0.99
The chart of Omega ratio for AANTX, currently valued at 1.08, compared to the broader market0.501.001.502.002.503.00
AANTX: 1.08
VTTSX: 1.14
The chart of Calmar ratio for AANTX, currently valued at 0.36, compared to the broader market0.002.004.006.008.0010.00
AANTX: 0.36
VTTSX: 0.68
The chart of Martin ratio for AANTX, currently valued at 1.44, compared to the broader market0.0010.0020.0030.0040.0050.00
AANTX: 1.44
VTTSX: 3.06

The current AANTX Sharpe Ratio is 0.36, which is lower than the VTTSX Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of AANTX and VTTSX, 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 Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.36
0.64
AANTX
VTTSX

Dividends

AANTX vs. VTTSX - Dividend Comparison

AANTX's dividend yield for the trailing twelve months is around 0.90%, less than VTTSX's 2.15% yield.


TTM20242023202220212020201920182017201620152014
AANTX
American Funds 2060 Target Date Retirement Fund
0.90%0.88%1.15%0.54%0.72%0.58%0.76%0.77%0.69%1.08%0.74%0.00%
VTTSX
Vanguard Target Retirement 2060 Fund
2.15%2.14%2.14%2.09%1.95%1.57%2.11%2.30%1.77%1.98%1.85%1.65%

Drawdowns

AANTX vs. VTTSX - Drawdown Comparison

The maximum AANTX drawdown since its inception was -29.47%, smaller than the maximum VTTSX drawdown of -31.38%. Use the drawdown chart below to compare losses from any high point for AANTX and VTTSX. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-7.44%
-5.24%
AANTX
VTTSX

Volatility

AANTX vs. VTTSX - Volatility Comparison

American Funds 2060 Target Date Retirement Fund (AANTX) and Vanguard Target Retirement 2060 Fund (VTTSX) have volatilities of 11.09% and 10.78%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%NovemberDecember2025FebruaryMarchApril
11.09%
10.78%
AANTX
VTTSX