RNWGX vs. VTTSX
Compare and contrast key facts about American Funds New World Fund® Class R-6 (RNWGX) and Vanguard Target Retirement 2060 Fund (VTTSX).
RNWGX is managed by American Funds. It was launched on Aug 1, 2008. VTTSX is managed by Vanguard. It was launched on Jan 19, 2012.
Performance
RNWGX vs. VTTSX - Performance Comparison
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RNWGX vs. VTTSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RNWGX American Funds New World Fund® Class R-6 | -1.47% | 28.67% | 6.88% | 16.26% | -21.77% | 5.09% | 25.30% | 28.03% | -12.00% | 33.07% |
VTTSX Vanguard Target Retirement 2060 Fund | -1.44% | 21.43% | 14.61% | 20.19% | -17.48% | 16.45% | 16.33% | 26.18% | -8.78% | 21.40% |
Returns By Period
The year-to-date returns for both investments are quite close, with RNWGX having a -1.47% return and VTTSX slightly higher at -1.44%. Over the past 10 years, RNWGX has underperformed VTTSX with an annualized return of 9.76%, while VTTSX has yielded a comparatively higher 10.77% annualized return.
RNWGX
- 1D
- 2.62%
- 1M
- -8.56%
- YTD
- -1.47%
- 6M
- 2.11%
- 1Y
- 24.01%
- 3Y*
- 13.88%
- 5Y*
- 4.79%
- 10Y*
- 9.76%
VTTSX
- 1D
- 2.63%
- 1M
- -5.56%
- YTD
- -1.44%
- 6M
- 1.16%
- 1Y
- 19.93%
- 3Y*
- 15.63%
- 5Y*
- 8.42%
- 10Y*
- 10.77%
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RNWGX vs. VTTSX - Expense Ratio Comparison
RNWGX has a 0.57% expense ratio, which is higher than VTTSX's 0.08% expense ratio.
Return for Risk
RNWGX vs. VTTSX — Risk / Return Rank
RNWGX
VTTSX
RNWGX vs. VTTSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds New World Fund® Class R-6 (RNWGX) 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.
| RNWGX | VTTSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.36 | +0.22 |
Sortino ratioReturn per unit of downside risk | 2.19 | 1.96 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.29 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.83 | 1.93 | -0.10 |
Martin ratioReturn relative to average drawdown | 7.62 | 8.76 | -1.13 |
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
| RNWGX | VTTSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.36 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.60 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.72 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.73 | -0.27 |
Correlation
The correlation between RNWGX and VTTSX is 0.89, 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
RNWGX vs. VTTSX - Dividend Comparison
RNWGX's dividend yield for the trailing twelve months is around 6.18%, more than VTTSX's 2.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RNWGX American Funds New World Fund® Class R-6 | 6.18% | 6.09% | 4.11% | 2.88% | 1.33% | 7.32% | 0.44% | 4.05% | 2.71% | 2.26% | 1.37% | 1.04% |
VTTSX Vanguard Target Retirement 2060 Fund | 2.09% | 2.06% | 2.20% | 2.14% | 2.09% | 5.67% | 1.83% | 2.11% | 2.33% | 1.77% | 1.98% | 1.92% |
Drawdowns
RNWGX vs. VTTSX - Drawdown Comparison
The maximum RNWGX drawdown since its inception was -33.40%, which is greater than VTTSX's maximum drawdown of -31.38%. Use the drawdown chart below to compare losses from any high point for RNWGX and VTTSX.
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Drawdown Indicators
| RNWGX | VTTSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.40% | -31.38% | -2.02% |
Max Drawdown (1Y)Largest decline over 1 year | -13.00% | -10.52% | -2.48% |
Max Drawdown (5Y)Largest decline over 5 years | -33.40% | -25.40% | -8.00% |
Max Drawdown (10Y)Largest decline over 10 years | -33.40% | -31.38% | -2.02% |
Current DrawdownCurrent decline from peak | -10.73% | -6.53% | -4.20% |
Average DrawdownAverage peak-to-trough decline | -8.12% | -4.07% | -4.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 2.32% | +0.81% |
Volatility
RNWGX vs. VTTSX - Volatility Comparison
American Funds New World Fund® Class R-6 (RNWGX) has a higher volatility of 7.09% compared to Vanguard Target Retirement 2060 Fund (VTTSX) at 5.62%. This indicates that RNWGX's price experiences larger fluctuations and is considered to be riskier than VTTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RNWGX | VTTSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.09% | 5.62% | +1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 11.01% | 8.97% | +2.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.63% | 15.00% | +0.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.17% | 14.12% | +1.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.98% | 15.06% | +0.92% |