NDARX vs. AADTX
Compare and contrast key facts about American Funds Retirement Income Portfolio - Enhanced (NDARX) and American Funds 2025 Target Date Retirement Fund (AADTX).
NDARX is managed by American Funds. It was launched on Aug 27, 2015. AADTX is managed by American Funds. It was launched on Jan 31, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NDARX or AADTX.
Performance
NDARX vs. AADTX - Performance Comparison
Returns By Period
In the year-to-date period, NDARX achieves a 12.13% return, which is significantly higher than AADTX's 9.33% return.
NDARX
12.13%
-1.00%
6.21%
18.41%
7.25%
N/A
AADTX
9.33%
-0.99%
5.08%
14.90%
6.52%
6.40%
Key characteristics
| NDARX | AADTX | |
|---|---|---|
| Sharpe Ratio | 2.55 | 2.40 |
| Sortino Ratio | 3.62 | 3.50 |
| Omega Ratio | 1.48 | 1.45 |
| Calmar Ratio | 3.20 | 1.92 |
| Martin Ratio | 17.59 | 15.56 |
| Ulcer Index | 1.04% | 0.95% |
| Daily Std Dev | 7.15% | 6.15% |
| Max Drawdown | -23.62% | -47.37% |
| Current Drawdown | -1.63% | -1.67% |
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NDARX vs. AADTX - Expense Ratio Comparison
Both NDARX and AADTX have an expense ratio of 0.34%.
Correlation
The correlation between NDARX and AADTX 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.
Risk-Adjusted Performance
NDARX vs. AADTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Retirement Income Portfolio - Enhanced (NDARX) and American Funds 2025 Target Date Retirement Fund (AADTX). 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
NDARX vs. AADTX - Dividend Comparison
NDARX's dividend yield for the trailing twelve months is around 2.90%, more than AADTX's 2.16% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NDARX American Funds Retirement Income Portfolio - Enhanced | 2.90% | 3.03% | 2.93% | 2.25% | 2.59% | 2.61% | 2.88% | 2.39% | 2.50% | 0.71% | 0.00% | 0.00% |
AADTX American Funds 2025 Target Date Retirement Fund | 2.16% | 2.36% | 2.15% | 1.08% | 1.68% | 1.48% | 1.47% | 1.11% | 1.20% | 0.92% | 4.75% | 3.44% |
Drawdowns
NDARX vs. AADTX - Drawdown Comparison
The maximum NDARX drawdown since its inception was -23.62%, smaller than the maximum AADTX drawdown of -47.37%. Use the drawdown chart below to compare losses from any high point for NDARX and AADTX. For additional features, visit the drawdowns tool.
Volatility
NDARX vs. AADTX - Volatility Comparison
American Funds Retirement Income Portfolio - Enhanced (NDARX) has a higher volatility of 1.92% compared to American Funds 2025 Target Date Retirement Fund (AADTX) at 1.57%. This indicates that NDARX's price experiences larger fluctuations and is considered to be riskier than AADTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.