RSEAX vs. AAMTX

Last updated Jun 23, 2026

RSEAX (Russell Investments U.S. Strategic Equity Fund) and AAMTX (American Funds 2055 Target Date Retirement Fund) are both mutual funds - RSEAX is a Large Cap Blend Equities fund managed by Russell, while AAMTX is a Target Retirement Date fund managed by American Funds. Over the past 10 years, RSEAX returned 13.07%/yr vs 12.08%/yr for AAMTX. Their correlation of 0.95 suggests significant overlap in exposure. RSEAX charges 0.99%/yr vs 0.33%/yr for AAMTX.

Performance

RSEAX vs. AAMTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Russell Investments U.S. Strategic Equity Fund (RSEAX) and American Funds 2055 Target Date Retirement Fund (AAMTX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RSEAX achieves a 8.52% return, which is significantly lower than AAMTX's 10.83% return. Over the past 10 years, RSEAX has outperformed AAMTX with an annualized return of 13.07%, while AAMTX has yielded a comparatively lower 12.08% annualized return.

RSEAX

• 1D: 1.05%
• 1M: 0.77%
• YTD: 8.52%
• 6M: 8.00%
• 1Y: 22.91%
• 3Y*: 17.99%
• 5Y*: 10.07%
• 10Y*: 13.07%

AAMTX

• 1D: 1.17%
• 1M: 2.39%
• YTD: 10.83%
• 6M: 10.82%
• 1Y: 25.43%
• 3Y*: 18.37%
• 5Y*: 9.93%
• 10Y*: 12.08%

*Multi-year figures are annualized to reflect compound growth (CAGR)

RSEAX vs. AAMTX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RSEAX Russell Investments U.S. Strategic Equity Fund	8.52%	14.44%	19.90%	26.15%	-21.05%	20.19%	23.44%	29.58%	-9.98%	20.77%
AAMTX American Funds 2055 Target Date Retirement Fund	10.83%	20.37%	15.16%	21.03%	-19.75%	16.94%	19.06%	24.60%	-5.95%	22.20%

Correlation

The correlation between RSEAX and AAMTX is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.93
Correlation (3Y) Calculated over the trailing 3-year period	0.94
Correlation (5Y) Calculated over the trailing 5-year period	0.95
Correlation (10Y) Calculated over the trailing 10-year period	0.94
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013	0.95

The correlation between RSEAX and AAMTX has been stable across timeframes, ranging from 0.93 to 0.95 - a consistent structural relationship.

Return for Risk

RSEAX vs. AAMTX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RSEAX

RSEAX Risk / Return Rank: 46
RSEAX Sharpe Ratio Rank: 46
RSEAX Sortino Ratio Rank: 42
RSEAX Omega Ratio Rank: 44
RSEAX Calmar Ratio Rank: 46
RSEAX Martin Ratio Rank: 54

AAMTX

AAMTX Risk / Return Rank: 54
AAMTX Sharpe Ratio Rank: 53
AAMTX Sortino Ratio Rank: 51
AAMTX Omega Ratio Rank: 54
AAMTX Calmar Ratio Rank: 50
AAMTX Martin Ratio Rank: 62

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RSEAX vs. AAMTX - Risk-Adjusted Trends 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	RSEAX	AAMTX	Difference
Sharpe ratio: Return per unit of total volatility	1.85	1.99	-0.14
Sortino ratio: Return per unit of downside risk	2.52	2.76	-0.24
Omega ratio: Gain probability vs. loss probability	1.33	1.37	-0.04
Calmar ratio: Return relative to maximum drawdown	2.48	2.59	-0.11
Martin ratio: Return relative to average drawdown	10.39	11.52	-1.13

RSEAX vs. AAMTX - Sharpe Ratio Comparison

The current RSEAX Sharpe Ratio is 1.85, which is comparable to the AAMTX Sharpe Ratio of 1.99. The chart below compares the historical Sharpe Ratios of RSEAX and AAMTX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

RSEAX vs. AAMTX - Drawdown Comparison

The maximum RSEAX drawdown since its inception was -34.37%, 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.

Drawdown Indicators

	RSEAX	AAMTX	Difference
Max Drawdown Largest peak-to-trough decline	-34.37%	-29.32%	-5.05%
Max Drawdown (1Y) Largest decline over 1 year	-9.19%	-9.71%	+0.52%
Max Drawdown (3Y) Largest decline over 3 years	-25.68%	-15.39%	-10.29%
Max Drawdown (5Y) Largest decline over 5 years	-27.52%	-27.34%	-0.18%
Max Drawdown (10Y) Largest decline over 10 years	-34.37%	-29.32%	-5.05%
Current Drawdown Current decline from peak	-1.25%	-0.03%	-1.22%
Average Drawdown Average peak-to-trough decline	-4.90%	-4.27%	-0.63%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.19%	2.18%	+0.01%

Volatility

RSEAX vs. AAMTX - Volatility Comparison

The current volatility for Russell Investments U.S. Strategic Equity Fund (RSEAX) is 4.67%, while American Funds 2055 Target Date Retirement Fund (AAMTX) has a volatility of 5.13%. This indicates that RSEAX experiences smaller price fluctuations and is considered to be less risky than AAMTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RSEAX	AAMTX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.67%	5.13%	-0.46%
Volatility (6M) Calculated over the trailing 6-month period	9.72%	10.49%	-0.77%
Volatility (1Y) Calculated over the trailing 1-year period	12.35%	12.66%	-0.31%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.55%	14.72%	+3.83%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.90%	15.09%	+3.81%

RSEAX vs. AAMTX - Expense Ratio Comparison

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

Dividends

RSEAX vs. AAMTX - Dividend Comparison

RSEAX's dividend yield for the trailing twelve months is around 10.78%, more than AAMTX's 5.14% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AAMTX American Funds 2055 Target Date Retirement Fund	5.14%	5.70%	3.22%	2.22%	6.92%	4.15%	2.98%	3.92%	4.46%	2.18%	3.19%	4.06%
RSEAX Russell Investments U.S. Strategic Equity Fund	10.78%	11.81%	10.74%	4.04%	6.61%	7.64%	0.52%	5.07%	23.30%	9.12%	5.47%	6.41%

Frequently Asked Questions

Can I hold both RSEAX and AAMTX in my portfolio?

With a correlation of 0.93, RSEAX and AAMTX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, RSEAX or AAMTX?

AAMTX has higher volatility (5.13%) compared to RSEAX (4.67%). In terms of maximum drawdown, RSEAX dropped -34.37% vs AAMTX's -29.32%.

Which has better risk-adjusted returns?

AAMTX currently has the higher Sharpe Ratio (1.99 vs 1.85), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.