PortfoliosLab logo

American Funds Washington Mutual Investors Fund Class A (AWSHX)

Mutual Fund · Currency in USD · Last updated Sep 24, 2022

Fund Info

ISINUS9393301067
CUSIP939330106
IssuerAmerican Funds
Inception DateJul 31, 1952
CategoryLarge Cap Blend Equities
Expense Ratio0.58%
ETF Home Pagewww.capitalgroup.com
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Trading Data

Previous Close$49.70
Year Range$48.85 - $58.31
EMA (50)$52.13
EMA (200)$53.41

AWSHXShare Price Chart


Chart placeholderClick Calculate to get results

AWSHXPerformance

The chart shows the growth of $10,000 invested in American Funds Washington Mutual Investors Fund Class A in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $38,307 for a total return of roughly 283.07%. All prices are adjusted for splits and dividends.


-20.00%-15.00%-10.00%-5.00%0.00%AprilMayJuneJulyAugustSeptember
-15.39%
-19.28%
AWSHX (American Funds Washington Mutual Investors Fund Class A)
Benchmark (^GSPC)

AWSHXReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-8.67%-10.55%
6M-14.75%-18.29%
YTD-16.24%-22.51%
1Y-7.38%-15.98%
5Y8.66%8.10%
10Y10.99%9.76%

AWSHXMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2022-3.92%-1.36%3.44%-6.04%2.04%-7.40%5.01%-2.99%-5.53%
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%
2020-1.29%-8.71%-12.95%11.66%4.32%-0.02%3.28%4.58%-2.04%-3.05%11.20%3.33%
20195.94%3.24%0.90%3.43%-5.31%6.24%0.89%-0.95%1.68%1.49%3.34%2.61%
20185.13%-4.06%-2.23%1.00%1.46%0.13%3.47%1.55%0.67%-4.92%3.20%-7.60%
20171.34%3.28%-0.32%0.85%1.52%0.11%2.41%0.14%2.96%1.86%2.82%1.65%
2016-4.29%0.08%6.30%1.10%0.89%1.44%2.47%-0.24%-0.31%-1.13%5.00%1.75%
2015-3.22%5.32%-1.67%0.91%0.49%-2.56%1.77%-5.82%-1.97%8.46%0.42%-1.59%
2014-3.42%4.25%1.19%1.03%1.86%1.60%-2.09%4.02%-0.88%1.72%1.88%0.11%
20134.23%1.57%3.53%3.09%2.17%-0.60%4.37%-2.84%3.23%4.20%2.99%3.25%
20122.39%3.27%1.85%0.62%-5.49%4.59%1.83%1.01%1.69%-0.70%0.42%0.68%
20111.84%3.25%1.08%3.13%-0.88%-0.51%-2.65%-3.71%-5.37%9.08%0.43%1.89%
2010-4.36%1.72%5.34%1.49%-8.05%-3.92%7.45%-3.20%7.70%3.09%-0.96%6.32%

AWSHXSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current American Funds Washington Mutual Investors Fund Class A Sharpe ratio is -0.48. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-0.500.000.501.001.50AprilMayJuneJulyAugustSeptember
-0.48
-0.78
AWSHX (American Funds Washington Mutual Investors Fund Class A)
Benchmark (^GSPC)

AWSHXDividend History

American Funds Washington Mutual Investors Fund Class A granted a 7.15% dividend yield in the last twelve months. The annual payout for that period amounted to $3.47 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$3.47$3.66$1.54$3.25$3.32$3.38$2.60$2.39$2.87$1.96$0.71$0.68$0.66

Dividend yield

7.15%6.31%3.40%7.75%9.95%9.81%9.08%9.47%11.32%8.61%4.16%4.48%4.64%

AWSHXDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2022FebruaryMarchAprilMayJuneJulyAugustSeptember
-16.64%
-23.00%
AWSHX (American Funds Washington Mutual Investors Fund Class A)
Benchmark (^GSPC)

AWSHXWorst Drawdowns

The table below shows the maximum drawdowns of the American Funds Washington Mutual Investors Fund Class A. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the American Funds Washington Mutual Investors Fund Class A is 34.65%, recorded on Mar 23, 2020. It took 165 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.65%Feb 13, 202027Mar 23, 2020165Nov 13, 2020192
-16.64%Jan 5, 2022181Sep 23, 2022
-15.92%Jul 8, 201124Aug 10, 2011111Jan 19, 2012135
-15.61%Sep 24, 201864Dec 24, 201869Apr 4, 2019133
-13.52%Apr 26, 201049Jul 2, 201074Oct 18, 2010123
-12.16%Feb 25, 2015127Aug 25, 2015160Apr 14, 2016287
-9.76%Jan 29, 201839Mar 23, 2018110Aug 29, 2018149
-8.09%May 2, 201222Jun 1, 201238Jul 27, 201260
-7.53%Jan 20, 201014Feb 8, 201025Mar 16, 201039
-7.44%Sep 19, 201420Oct 16, 201414Nov 5, 201434

AWSHXVolatility Chart

Current American Funds Washington Mutual Investors Fund Class A volatility is 20.26%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


5.00%10.00%15.00%20.00%25.00%30.00%35.00%40.00%AprilMayJuneJulyAugustSeptember
20.26%
23.28%
AWSHX (American Funds Washington Mutual Investors Fund Class A)
Benchmark (^GSPC)