PRERX vs. AAFTX
Compare and contrast key facts about Principal Real Estate Securities Fund (PRERX) and American Funds 2035 Target Date Retirement Fund (AAFTX).
PRERX is managed by Principal. It was launched on Dec 6, 2000. AAFTX 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: PRERX or AAFTX.
Key characteristics
| PRERX | AAFTX | |
|---|---|---|
| YTD Return | 12.27% | 13.16% |
| 1Y Return | 26.54% | 24.05% |
| 3Y Return (Ann) | 1.55% | 4.72% |
| 5Y Return (Ann) | 5.03% | 9.72% |
| 10Y Return (Ann) | 7.96% | 8.71% |
| Sharpe Ratio | 1.27 | 2.46 |
| Daily Std Dev | 17.77% | 9.10% |
| Max Drawdown | -70.21% | -48.60% |
| Current Drawdown | -5.81% | -0.15% |
Correlation
The correlation between PRERX and AAFTX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PRERX vs. AAFTX - Performance Comparison
In the year-to-date period, PRERX achieves a 12.27% return, which is significantly lower than AAFTX's 13.16% return. Over the past 10 years, PRERX has underperformed AAFTX with an annualized return of 7.96%, while AAFTX has yielded a comparatively higher 8.71% annualized 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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PRERX vs. AAFTX - Expense Ratio Comparison
PRERX has a 1.37% expense ratio, which is higher than AAFTX's 0.33% expense ratio.
Risk-Adjusted Performance
PRERX vs. AAFTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Real Estate Securities Fund (PRERX) and American Funds 2035 Target Date Retirement Fund (AAFTX). 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
PRERX vs. AAFTX - Dividend Comparison
PRERX's dividend yield for the trailing twelve months is around 1.26%, less than AAFTX's 2.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRERX Principal Real Estate Securities Fund | 1.26% | 2.27% | 3.07% | 3.90% | 2.28% | 2.66% | 3.78% | 3.24% | 4.02% | 6.62% | 1.93% | 18.34% |
AAFTX American Funds 2035 Target Date Retirement Fund | 2.31% | 2.61% | 5.43% | 5.25% | 3.53% | 4.21% | 4.80% | 2.38% | 3.52% | 5.63% | 4.70% | 3.29% |
Drawdowns
PRERX vs. AAFTX - Drawdown Comparison
The maximum PRERX drawdown since its inception was -70.21%, which is greater than AAFTX's maximum drawdown of -48.60%. Use the drawdown chart below to compare losses from any high point for PRERX and AAFTX. For additional features, visit the drawdowns tool.
Volatility
PRERX vs. AAFTX - Volatility Comparison
Principal Real Estate Securities Fund (PRERX) has a higher volatility of 3.24% compared to American Funds 2035 Target Date Retirement Fund (AAFTX) at 2.85%. This indicates that PRERX's price experiences larger fluctuations and is considered to be riskier than AAFTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.