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American Funds Washington Mutual Investors Fund Cl...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US9393301067

CUSIP

939330106

Issuer

American Funds

Inception Date

Jul 31, 1952

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

AWSHX features an expense ratio of 0.58%, falling within the medium range.


Expense ratio chart for AWSHX: current value at 0.58% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.58%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
AWSHX vs. AIVSX AWSHX vs. VOO AWSHX vs. SPY AWSHX vs. SCHD AWSHX vs. AGTHX AWSHX vs. CWGIX AWSHX vs. VIG AWSHX vs. BLPAX AWSHX vs. SCHG AWSHX vs. CAIBX
Popular comparisons:
AWSHX vs. AIVSX AWSHX vs. VOO AWSHX vs. SPY AWSHX vs. SCHD AWSHX vs. AGTHX AWSHX vs. CWGIX AWSHX vs. VIG AWSHX vs. BLPAX AWSHX vs. SCHG AWSHX vs. CAIBX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in American Funds Washington Mutual Investors Fund Class A, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


3,000.00%4,000.00%5,000.00%6,000.00%7,000.00%JulyAugustSeptemberOctoberNovemberDecember
6,236.11%
3,418.12%
AWSHX (American Funds Washington Mutual Investors Fund Class A)
Benchmark (^GSPC)

Returns By Period

American Funds Washington Mutual Investors Fund Class A had a return of 13.71% year-to-date (YTD) and 14.51% in the last 12 months. Over the past 10 years, American Funds Washington Mutual Investors Fund Class A had an annualized return of 10.39%, while the S&P 500 had an annualized return of 11.06%, indicating that American Funds Washington Mutual Investors Fund Class A did not perform as well as the benchmark.


AWSHX

YTD

13.71%

1M

-4.55%

6M

1.83%

1Y

14.51%

5Y*

10.42%

10Y*

10.39%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of AWSHX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.96%4.52%3.43%-3.83%3.21%2.75%2.83%2.45%1.47%-1.20%3.91%13.71%
20232.77%-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%-8.46%
2021-0.98%3.95%5.43%3.89%2.63%-3.25%1.35%2.12%-3.81%6.74%-1.76%6.66%24.65%
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%7.69%
20195.94%3.24%0.90%3.43%-5.31%6.24%0.89%-0.95%1.68%1.49%3.34%2.61%25.56%
20185.13%-4.06%-2.23%1.00%1.46%0.13%3.47%1.55%0.67%-4.92%3.20%-7.60%-2.97%
20171.34%3.28%-0.32%0.85%1.52%0.11%2.41%0.14%2.96%1.86%2.82%1.65%20.20%
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%13.40%
2015-3.22%5.32%-1.68%0.91%0.49%-2.56%1.77%-5.82%-1.97%8.46%0.42%-1.59%-0.28%
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%11.55%
20134.23%1.57%3.53%3.09%2.17%-0.60%4.37%-2.84%3.23%4.20%2.99%3.25%33.08%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 77, AWSHX is among the top 23% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of AWSHX is 7777
Overall Rank
The Sharpe Ratio Rank of AWSHX is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of AWSHX is 7070
Sortino Ratio Rank
The Omega Ratio Rank of AWSHX is 7676
Omega Ratio Rank
The Calmar Ratio Rank of AWSHX is 8383
Calmar Ratio Rank
The Martin Ratio Rank of AWSHX is 8282
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for American Funds Washington Mutual Investors Fund Class A (AWSHX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for AWSHX, currently valued at 1.31, compared to the broader market-1.000.001.002.003.004.001.312.10
The chart of Sortino ratio for AWSHX, currently valued at 1.72, compared to the broader market-2.000.002.004.006.008.0010.001.722.80
The chart of Omega ratio for AWSHX, currently valued at 1.26, compared to the broader market0.501.001.502.002.503.003.501.261.39
The chart of Calmar ratio for AWSHX, currently valued at 1.90, compared to the broader market0.002.004.006.008.0010.0012.0014.001.903.09
The chart of Martin ratio for AWSHX, currently valued at 8.94, compared to the broader market0.0020.0040.0060.008.9413.49
AWSHX
^GSPC

The current American Funds Washington Mutual Investors Fund Class A Sharpe ratio is 1.31. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of American Funds Washington Mutual Investors Fund Class A with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.31
2.10
AWSHX (American Funds Washington Mutual Investors Fund Class A)
Benchmark (^GSPC)

Dividends

Dividend History

American Funds Washington Mutual Investors Fund Class A provided a 1.00% dividend yield over the last twelve months, with an annual payout of $0.62 per share.


1.00%2.00%3.00%4.00%5.00%$0.00$0.50$1.00$1.50$2.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.62$0.96$1.02$0.85$0.87$0.88$0.86$0.86$0.79$0.81$0.84$1.96

Dividend yield

1.00%1.67%1.95%1.41%1.73%1.83%2.09%1.87%1.92%2.11%2.04%4.96%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.00$0.62
2023$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.34$0.96
2022$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.40$1.02
2021$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.24$0.85
2020$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.26$0.87
2019$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.27$0.88
2018$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.26$0.86
2017$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.27$0.86
2016$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.22$0.79
2015$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.26$0.81
2014$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.30$0.84
2013$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$1.44$1.96

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.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-7.19%
-2.62%
AWSHX (American Funds Washington Mutual Investors Fund Class A)
Benchmark (^GSPC)

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 53.26%, occurring on Mar 9, 2009. Recovery took 861 trading sessions.

The current American Funds Washington Mutual Investors Fund Class A drawdown is 7.19%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-53.26%Oct 10, 2007354Mar 9, 2009861Aug 7, 20121215
-34.65%Feb 13, 202027Mar 23, 2020165Nov 13, 2020192
-30.32%Mar 20, 2002144Oct 9, 2002301Dec 18, 2003445
-28.44%Aug 26, 198773Dec 4, 1987376May 15, 1989449
-20.89%Jul 19, 1999158Feb 25, 2000211Dec 27, 2000369

Volatility

Volatility Chart

The current American Funds Washington Mutual Investors Fund Class A volatility is 6.34%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
6.34%
3.79%
AWSHX (American Funds Washington Mutual Investors Fund Class A)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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