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American Funds Washington Mutual Investors Fund Class A (AWSHX)

Mutual Fund · Currency in USD · Last updated Feb 7, 2023

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$53.27
Year Range$46.43 - $56.57
EMA (50)$52.51
EMA (200)$52.27

AWSHXShare Price Chart


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AWSHXPerformance

The chart shows the growth of $10,000 invested in American Funds Washington Mutual Investors Fund Class A in Sep 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $42,897 for a total return of roughly 328.97%. All prices are adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%10.00%OctoberNovemberDecember2023February
5.51%
3.64%
AWSHX (American Funds Washington Mutual Investors Fund Class A)
Benchmark (^GSPC)

AWSHXCompare to other instruments

Search for stocks, ETFs, and funds to compare with AWSHX

Popular comparisons: AWSHX vs. VIG, AWSHX vs. SCHD, AWSHX vs. VOO

AWSHXReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M1.18%5.55%
YTD2.46%7.07%
6M2.65%-0.82%
1Y-2.61%-8.65%
5Y9.46%8.83%
10Y11.84%10.56%

AWSHXMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20232.77%
2022-2.99%-7.80%9.38%6.30%-3.69%

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 -0.13. 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.


-0.80-0.60-0.40-0.200.00OctoberNovemberDecember2023February
-0.13
-0.34
AWSHX (American Funds Washington Mutual Investors Fund Class A)
Benchmark (^GSPC)

AWSHXDividend History

American Funds Washington Mutual Investors Fund Class A granted a 6.16% dividend yield in the last twelve months. The annual payout for that period amounted to $3.28 per share.


PeriodTTM2022202120202019201820172016201520142013201220112010
Dividend$3.28$3.28$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

6.16%6.31%6.44%3.47%7.92%10.17%10.02%9.28%9.68%11.57%8.80%4.26%4.58%4.75%

AWSHXMonthly 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.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00
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
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
2020$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.92
2019$0.00$0.00$0.20$0.00$0.00$1.10$0.00$0.00$0.20$0.00$0.00$1.75
2018$0.00$0.00$0.20$0.00$0.00$1.68$0.00$0.00$0.20$0.00$0.00$1.25
2017$0.00$0.00$0.19$0.00$0.00$1.24$0.00$0.00$0.19$0.00$0.00$1.75
2016$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$2.03
2015$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$1.84
2014$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$2.33
2013$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$1.44
2012$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.22
2011$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.22
2010$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.22

AWSHXDrawdowns Chart

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


-25.00%-20.00%-15.00%-10.00%-5.00%OctoberNovemberDecember2023February
-6.65%
-14.29%
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
-18.64%Jan 5, 2022186Sep 30, 2022
-15.91%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 11.88%. 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.


10.00%15.00%20.00%25.00%30.00%35.00%OctoberNovemberDecember2023February
11.88%
16.98%
AWSHX (American Funds Washington Mutual Investors Fund Class A)
Benchmark (^GSPC)