- ISIN
- US9393301067
- CUSIP
- 939330106
- Issuer
- American Funds
- Inception Date
- Jul 31, 1952
- Category
- Large Cap Blend Equities
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
AWSHX Performance Chart
American Funds Washington Mutual Investors Fund Class A (AWSHX) is up 6.4% since the beginning of the year. AWSHX is currently trading at $66 per share. Investors who bought $1,000 worth of AWSHX shares 5 years ago would now be looking at an investment worth $1,787.
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Returns By Period
American Funds Washington Mutual Investors Fund Class A (AWSHX) has returned 6.42% so far this year and 18.16% over the past 12 months. Over the last ten years, AWSHX has had an annualized return of 12.97%, just under the S&P 500 Index benchmark’s 13.61%.
American Funds Washington Mutual Investors Fund Class A
- 1D
- -0.12%
- 1M
- 1.88%
- YTD
- 6.42%
- 6M
- 7.82%
- 1Y
- 18.16%
- 3Y*
- 17.54%
- 5Y*
- 12.31%
- 10Y*
- 12.97%
Benchmark (S&P 500 Index)
- 1D
- -1.21%
- 1M
- 0.23%
- YTD
- 8.39%
- 6M
- 10.39%
- 1Y
- 24.03%
- 3Y*
- 18.94%
- 5Y*
- 12.24%
- 10Y*
- 13.61%
AWSHX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 1980, AWSHX's average daily return is +0.04%, while the average monthly return is +0.89%. At this rate, an investment would double in approximately 6.5 years.
Historically, 64% of months were positive and 36% were negative. The best month was Aug 1982 with a return of +12.7%, while the worst month was Oct 1987 at -17.9%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.
On a daily basis, AWSHX closed higher 52% of trading days. The best single day was Oct 28, 2008 with a return of +10.7%, while the worst single day was Oct 19, 1987 at -18.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.76% | 1.07% | -5.86% | 7.18% | 1.93% | 0.61% | 6.42% | ||||||
| 2025 | 3.95% | 0.12% | -3.62% | -1.10% | 5.27% | 4.40% | 0.95% | 2.22% | 1.89% | 0.21% | 2.58% | -0.53% | 17.20% |
| 2024 | 0.96% | 4.52% | 3.43% | -3.83% | 3.21% | 2.75% | 2.83% | 2.45% | 1.47% | -1.20% | 3.91% | -2.58% | 19.02% |
| 2023 | 2.77% | -3.41% | 1.84% | 1.97% | -0.71% | 5.18% | 3.08% | -1.54% | -3.60% | -1.29% | 7.63% | 4.73% | 17.21% |
| 2022 | -3.92% | -1.36% | 3.44% | -6.04% | 2.04% | -7.40% | 5.01% | -2.99% | -7.80% | 9.38% | 6.30% | -3.69% | -8.45% |
| 2021 | -0.98% | 3.95% | 5.43% | 3.89% | 2.63% | -0.31% | 1.35% | 2.12% | -3.81% | 6.75% | -1.76% | 6.66% | 28.44% |
Benchmark Metrics
American Funds Washington Mutual Investors Fund Class A has an annualized alpha of 1.81%, beta of 0.85, and R2 of 0.90 versus S&P 500 Index. Calculated based on daily prices since January 02, 1980.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (87.57%) than losses (83.51%) - typical of diversified or defensive assets.
- With beta of 0.85 and R2 of 0.90, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.81%
- Beta
- 0.85
- R²
- 0.90
- Upside Capture
- 87.57%
- Downside Capture
- 83.51%
Expense Ratio
AWSHX has an expense ratio of 0.58%, placing it in the medium range.
Return for Risk
Risk / Return Rank
AWSHX ranks 39 for risk / return — below 39% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for American Funds Washington Mutual Investors Fund Class A (AWSHX) and compare them to S&P 500 Index.
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.
| AWSHX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.28 | ||
| Sortino ratioReturn per unit of downside risk | -0.26 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.35 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.08 | 2.65 | -0.57 |
| Martin ratioReturn relative to average drawdown | 8.98 | 11.88 | -2.90 |
Dividends
Dividend History
American Funds Washington Mutual Investors Fund Class A provided a 9.72% dividend yield over the last twelve months, with an annual payout of $6.45 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $6.45 | $6.57 | $6.19 | $3.51 | $3.28 | $3.66 | $1.54 | $2.98 | $1.79 | $3.31 | $2.61 | $2.40 |
Dividend yield | 9.72% | 10.08% | 10.06% | 6.14% | 6.31% | 6.05% | 3.06% | 6.19% | 4.36% | 7.26% | 6.37% | 6.25% |
Monthly Dividends
The table displays the monthly dividend distributions for American Funds Washington Mutual Investors Fund Class A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $2.80 | $3.01 | ||||||
| 2025 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $2.92 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $3.24 | $6.57 |
| 2024 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $2.98 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $2.81 | $6.19 |
| 2023 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $1.55 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $1.55 | $3.51 |
| 2022 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $1.73 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $1.15 | $3.28 |
| 2021 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $1.91 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $1.34 | $3.66 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the American Funds Washington Mutual Investors Fund Class A. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the American Funds Washington Mutual Investors Fund Class A was 53.95%, occurring on Mar 9, 2009. Recovery took 883 trading sessions.
The current American Funds Washington Mutual Investors Fund Class A drawdown is 0.12%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -53.95%Mar 2009 | 1y 5mo | 3y 6mo | 4y 11moOct 2007 - Sep 2012 |
COVID crash2020 | -34.65%Mar 2020 | 1mo 9d | 7mo 25d | 9mo 4dFeb 2020 - Nov 2020 |
Dot-com crash2000–2002 | -30.42%Oct 2002 | 1y 4mo | 1y 2mo | 2y 7moMay 2001 - Dec 2003 |
Black Monday1987 | -29.17%Dec 1987 | 3mo 10d | 1y 7mo | 1y 10moAug 1987 - Jul 1989 |
1982 bear market1982 | -22.90%Aug 1982 | 1y 4mo | 2mo 1d | 1y 6moApr 1981 - Oct 1982 |
Drawdown Indicators
| AWSHX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.95% | -56.78% | +2.83% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -9.10% | +0.73% |
Max Drawdown (3Y)Largest decline over 3 years | -14.66% | -18.90% | +4.24% |
Max Drawdown (5Y)Largest decline over 5 years | -18.64% | -25.43% | +6.79% |
Max Drawdown (10Y)Largest decline over 10 years | -34.65% | -33.92% | -0.73% |
Current DrawdownCurrent decline from peak | -0.12% | -2.49% | +2.37% |
Average DrawdownAverage peak-to-trough decline | -6.41% | -10.72% | +4.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.94% | 2.03% | -0.09% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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