RSEAX vs. AAMTX
Compare and contrast key facts about Russell Investments U.S. Strategic Equity Fund (RSEAX) and American Funds 2055 Target Date Retirement Fund (AAMTX).
RSEAX is managed by Russell. It was launched on Aug 6, 2012. AAMTX is managed by American Funds. It was launched on Jan 31, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RSEAX or AAMTX.
Key characteristics
| RSEAX | AAMTX | |
|---|---|---|
| YTD Return | 15.64% | 13.43% |
| 1Y Return | 25.70% | 23.30% |
| 3Y Return (Ann) | 6.32% | 4.24% |
| 5Y Return (Ann) | 12.72% | 10.57% |
| 10Y Return (Ann) | 10.68% | 9.16% |
| Sharpe Ratio | 2.02 | 1.99 |
| Daily Std Dev | 12.58% | 11.53% |
| Max Drawdown | -32.35% | -29.32% |
| Current Drawdown | -1.19% | -0.38% |
Correlation
The correlation between RSEAX and AAMTX is 0.95, 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.
Performance
RSEAX vs. AAMTX - Performance Comparison
In the year-to-date period, RSEAX achieves a 15.64% return, which is significantly higher than AAMTX's 13.43% return. Over the past 10 years, RSEAX has outperformed AAMTX with an annualized return of 10.68%, while AAMTX has yielded a comparatively lower 9.16% 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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RSEAX vs. AAMTX - Expense Ratio Comparison
RSEAX has a 0.99% expense ratio, which is higher than AAMTX's 0.33% expense ratio.
Risk-Adjusted Performance
RSEAX vs. AAMTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Russell Investments U.S. Strategic Equity Fund (RSEAX) and American Funds 2055 Target Date Retirement Fund (AAMTX). 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
RSEAX vs. AAMTX - Dividend Comparison
RSEAX's dividend yield for the trailing twelve months is around 3.34%, more than AAMTX's 1.96% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSEAX Russell Investments U.S. Strategic Equity Fund | 3.34% | 4.04% | 6.61% | 7.64% | 0.52% | 5.07% | 23.30% | 9.12% | 5.47% | 6.41% | 10.64% | 8.67% |
AAMTX American Funds 2055 Target Date Retirement Fund | 1.96% | 2.22% | 6.92% | 4.15% | 2.98% | 3.92% | 4.46% | 2.18% | 3.19% | 4.06% | 4.11% | 3.17% |
Drawdowns
RSEAX vs. AAMTX - Drawdown Comparison
The maximum RSEAX drawdown since its inception was -32.35%, which is greater than AAMTX's maximum drawdown of -29.32%. Use the drawdown chart below to compare losses from any high point for RSEAX and AAMTX. For additional features, visit the drawdowns tool.
Volatility
RSEAX vs. AAMTX - Volatility Comparison
Russell Investments U.S. Strategic Equity Fund (RSEAX) has a higher volatility of 3.92% compared to American Funds 2055 Target Date Retirement Fund (AAMTX) at 3.65%. This indicates that RSEAX's price experiences larger fluctuations and is considered to be riskier than AAMTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.