RSEAX vs. AAMTX

In the year-to-date period, RSEAX achieves a -3.90% return, which is significantly lower than AAMTX's 0.88% return. Over the past 10 years, RSEAX has outperformed AAMTX with an annualized return of 10.00%, while AAMTX has yielded a comparatively lower 5.74% annualized return.

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RSEAX has a 0.99% expense ratio, which is higher than AAMTX's 0.33% expense ratio.

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.

The current RSEAX Sharpe Ratio is 0.27, which is lower than the AAMTX Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of RSEAX and AAMTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RSEAX's dividend yield for the trailing twelve months is around 11.31%, more than AAMTX's 0.93% yield.

The maximum RSEAX drawdown since its inception was -32.35%, which is greater than AAMTX's maximum drawdown of -29.80%. Use the drawdown chart below to compare losses from any high point for RSEAX and AAMTX. For additional features, visit the drawdowns tool.

Russell Investments U.S. Strategic Equity Fund (RSEAX) has a higher volatility of 6.63% compared to American Funds 2055 Target Date Retirement Fund (AAMTX) at 5.03%. 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.