AAOTX vs. ANWPX
Compare and contrast key facts about American Funds 2065 Target Date Retirement Fund Class A (AAOTX) and American Funds New Perspective Fund Class A (ANWPX).
AAOTX is managed by American Funds. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
AAOTX vs. ANWPX - Performance Comparison
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AAOTX vs. ANWPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
AAOTX American Funds 2065 Target Date Retirement Fund Class A | -3.44% | 20.36% | 15.20% | 21.16% | -19.94% | 16.85% | 46.68% |
ANWPX American Funds New Perspective Fund Class A | -5.30% | 21.33% | 16.76% | 24.63% | -25.92% | 17.64% | 66.02% |
Returns By Period
In the year-to-date period, AAOTX achieves a -3.44% return, which is significantly higher than ANWPX's -5.30% return.
AAOTX
- 1D
- 2.76%
- 1M
- -6.48%
- YTD
- -3.44%
- 6M
- -0.89%
- 1Y
- 18.05%
- 3Y*
- 15.12%
- 5Y*
- 7.56%
- 10Y*
- —
ANWPX
- 1D
- 3.10%
- 1M
- -6.93%
- YTD
- -5.30%
- 6M
- -3.65%
- 1Y
- 16.52%
- 3Y*
- 14.90%
- 5Y*
- 7.06%
- 10Y*
- 12.32%
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AAOTX vs. ANWPX - Expense Ratio Comparison
AAOTX has a 0.73% expense ratio, which is higher than ANWPX's 0.72% expense ratio.
Return for Risk
AAOTX vs. ANWPX — Risk / Return Rank
AAOTX
ANWPX
AAOTX vs. ANWPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2065 Target Date Retirement Fund Class A (AAOTX) and American Funds New Perspective Fund Class A (ANWPX). 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.
| AAOTX | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.01 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.82 | 1.55 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.21 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 1.42 | +0.38 |
Martin ratioReturn relative to average drawdown | 7.73 | 5.78 | +1.95 |
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
| AAOTX | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.01 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.41 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.70 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.95 | 0.65 | +0.29 |
Correlation
The correlation between AAOTX and ANWPX is 0.97, 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
AAOTX vs. ANWPX - Dividend Comparison
AAOTX's dividend yield for the trailing twelve months is around 4.56%, less than ANWPX's 6.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAOTX American Funds 2065 Target Date Retirement Fund Class A | 4.56% | 4.41% | 2.52% | 1.71% | 3.67% | 1.34% | 0.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ANWPX American Funds New Perspective Fund Class A | 6.94% | 6.57% | 5.13% | 5.36% | 4.16% | 7.01% | 4.13% | 3.67% | 7.59% | 5.50% | 3.86% | 6.14% |
Drawdowns
AAOTX vs. ANWPX - Drawdown Comparison
The maximum AAOTX drawdown since its inception was -27.57%, smaller than the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for AAOTX and ANWPX.
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Drawdown Indicators
| AAOTX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.57% | -52.34% | +24.77% |
Max Drawdown (1Y)Largest decline over 1 year | -10.23% | -11.75% | +1.52% |
Max Drawdown (5Y)Largest decline over 5 years | -27.57% | -34.45% | +6.88% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.45% | — |
Current DrawdownCurrent decline from peak | -7.33% | -8.73% | +1.40% |
Average DrawdownAverage peak-to-trough decline | -6.16% | -8.13% | +1.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 2.89% | -0.50% |
Volatility
AAOTX vs. ANWPX - Volatility Comparison
The current volatility for American Funds 2065 Target Date Retirement Fund Class A (AAOTX) is 5.61%, while American Funds New Perspective Fund Class A (ANWPX) has a volatility of 6.24%. This indicates that AAOTX experiences smaller price fluctuations and is considered to be less risky than ANWPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAOTX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.61% | 6.24% | -0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 9.43% | 10.32% | -0.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.33% | 17.02% | -1.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.62% | 17.15% | -2.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.10% | 17.77% | -2.67% |