RFDTX vs. ANWPX
Compare and contrast key facts about American Funds 2025 Target Date Retirement Income R6 (RFDTX) and American Funds New Perspective Fund Class A (ANWPX).
RFDTX is a passively managed fund by American Funds that tracks the performance of the S&P Target Date 2025 Index. It was launched on Feb 1, 2007. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
RFDTX vs. ANWPX - Performance Comparison
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RFDTX vs. ANWPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RFDTX American Funds 2025 Target Date Retirement Income R6 | -0.62% | 14.54% | 9.35% | 11.95% | -12.73% | 11.49% | 13.68% | 17.83% | -3.46% | 15.33% |
ANWPX American Funds New Perspective Fund Class A | -5.30% | 21.33% | 16.76% | 24.63% | -25.92% | 17.64% | 33.42% | 30.10% | -5.99% | 28.91% |
Returns By Period
In the year-to-date period, RFDTX achieves a -0.62% return, which is significantly higher than ANWPX's -5.30% return. Over the past 10 years, RFDTX has underperformed ANWPX with an annualized return of 7.86%, while ANWPX has yielded a comparatively higher 12.32% annualized return.
RFDTX
- 1D
- 1.26%
- 1M
- -3.54%
- YTD
- -0.62%
- 6M
- 1.17%
- 1Y
- 11.26%
- 3Y*
- 10.35%
- 5Y*
- 5.61%
- 10Y*
- 7.86%
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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RFDTX vs. ANWPX - Expense Ratio Comparison
RFDTX has a 0.31% expense ratio, which is lower than ANWPX's 0.72% expense ratio.
Return for Risk
RFDTX vs. ANWPX — Risk / Return Rank
RFDTX
ANWPX
RFDTX vs. ANWPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2025 Target Date Retirement Income R6 (RFDTX) 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.
| RFDTX | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.57 | 1.01 | +0.56 |
Sortino ratioReturn per unit of downside risk | 2.24 | 1.55 | +0.69 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.21 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.19 | 1.42 | +0.77 |
Martin ratioReturn relative to average drawdown | 8.98 | 5.78 | +3.20 |
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
| RFDTX | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.57 | 1.01 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.41 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.70 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.65 | +0.15 |
Correlation
The correlation between RFDTX and ANWPX is 0.94, 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
RFDTX vs. ANWPX - Dividend Comparison
RFDTX's dividend yield for the trailing twelve months is around 7.71%, more than ANWPX's 6.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RFDTX American Funds 2025 Target Date Retirement Income R6 | 7.71% | 7.67% | 5.50% | 3.37% | 4.30% | 6.54% | 3.87% | 4.00% | 4.40% | 2.67% | 3.44% | 6.14% |
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
RFDTX vs. ANWPX - Drawdown Comparison
The maximum RFDTX drawdown since its inception was -19.16%, smaller than the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for RFDTX and ANWPX.
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Drawdown Indicators
| RFDTX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.16% | -52.34% | +33.18% |
Max Drawdown (1Y)Largest decline over 1 year | -5.40% | -11.75% | +6.35% |
Max Drawdown (5Y)Largest decline over 5 years | -18.80% | -34.45% | +15.65% |
Max Drawdown (10Y)Largest decline over 10 years | -19.16% | -34.45% | +15.29% |
Current DrawdownCurrent decline from peak | -3.95% | -8.73% | +4.78% |
Average DrawdownAverage peak-to-trough decline | -2.89% | -8.13% | +5.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.32% | 2.89% | -1.57% |
Volatility
RFDTX vs. ANWPX - Volatility Comparison
The current volatility for American Funds 2025 Target Date Retirement Income R6 (RFDTX) is 2.94%, while American Funds New Perspective Fund Class A (ANWPX) has a volatility of 6.24%. This indicates that RFDTX 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
| RFDTX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.94% | 6.24% | -3.30% |
Volatility (6M)Calculated over the trailing 6-month period | 4.61% | 10.32% | -5.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.41% | 17.02% | -9.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.18% | 17.15% | -8.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.93% | 17.77% | -8.84% |