American Funds Washington Mutual Investors Fund Class F-1 (WSHFX)
The fund primarily invests in common stocks of established companies listed on the New York Stock Exchange with strong earnings and dividends. The advisor aims to maintain a diversified portfolio of high-quality stocks.
Fund Info
US9393304038
939330403
Aug 5, 2008
$250
Large-Cap
Blend
Expense Ratio
WSHFX features an expense ratio of 0.64%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in American Funds Washington Mutual Investors Fund Class F-1, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
American Funds Washington Mutual Investors Fund Class F-1 had a return of 5.63% year-to-date (YTD) and 10.99% in the last 12 months. Over the past 10 years, American Funds Washington Mutual Investors Fund Class F-1 had an annualized return of 6.34%, while the S&P 500 had an annualized return of 11.26%, indicating that American Funds Washington Mutual Investors Fund Class F-1 did not perform as well as the benchmark.
WSHFX
5.63%
2.00%
4.54%
10.99%
7.60%
6.34%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of WSHFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.95% | 5.63% | |||||||||||
| 2024 | 0.95% | 4.51% | 3.43% | -3.83% | 3.19% | -1.84% | 2.81% | 2.44% | 1.46% | -1.20% | 3.92% | -6.52% | 9.03% |
| 2023 | 2.76% | -3.40% | 1.82% | 1.98% | -0.73% | 2.60% | 3.10% | -1.57% | -3.60% | -1.29% | 7.62% | 2.55% | 11.87% |
| 2022 | -3.92% | -1.37% | 3.44% | -6.05% | 2.04% | -10.16% | 5.01% | -2.98% | -7.81% | 9.38% | 6.29% | -5.05% | -12.46% |
| 2021 | -0.98% | 3.94% | 5.44% | 3.87% | 2.64% | -3.29% | 1.35% | 2.12% | -3.83% | 6.76% | -1.77% | 4.69% | 22.27% |
| 2020 | -1.29% | -8.70% | -12.97% | 11.66% | 4.33% | -0.06% | 3.30% | 4.58% | -2.03% | -3.06% | 11.20% | 1.94% | 6.19% |
| 2019 | 5.94% | 3.25% | 0.88% | 3.43% | -5.31% | 4.14% | 0.90% | -0.96% | 1.68% | 1.49% | 3.33% | -0.48% | 19.35% |
| 2018 | 5.15% | -4.10% | -2.21% | 0.99% | 1.44% | -3.04% | 3.46% | 1.55% | 0.65% | -4.92% | 3.19% | -9.85% | -8.39% |
| 2017 | 1.35% | 3.26% | -0.32% | 0.83% | 1.50% | -2.29% | 2.42% | 0.12% | 2.95% | 1.87% | 2.81% | -1.59% | 13.49% |
| 2016 | -4.31% | 0.08% | 6.28% | 1.11% | 0.89% | 1.42% | 2.48% | -0.24% | -0.33% | -1.16% | 5.01% | -2.57% | 8.50% |
| 2015 | -3.21% | 5.32% | -1.67% | 0.88% | 0.51% | -2.56% | 1.75% | -5.84% | -1.97% | 8.46% | 0.42% | -5.51% | -4.28% |
| 2014 | -3.41% | 4.24% | 1.17% | 1.03% | 1.84% | 1.62% | -2.12% | 4.01% | -0.86% | 1.70% | 1.88% | -4.94% | 5.88% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WSHFX is 52, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
American Funds Washington Mutual Investors Fund Class F-1 provided a 1.28% dividend yield over the last twelve months, with an annual payout of $0.83 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.83 | $0.83 | $0.93 | $0.98 | $0.81 | $0.85 | $0.85 | $0.82 | $0.81 | $0.75 | $0.78 | $0.80 |
Dividend yield | 1.28% | 1.35% | 1.63% | 1.90% | 1.35% | 1.69% | 1.76% | 2.00% | 1.78% | 1.85% | 2.03% | 1.96% |
Monthly Dividends
The table displays the monthly dividend distributions for American Funds Washington Mutual Investors Fund Class F-1. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.24 | $0.83 |
| 2023 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.34 | $0.93 |
| 2022 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.39 | $0.98 |
| 2021 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.23 | $0.81 |
| 2020 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.25 | $0.85 |
| 2019 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.26 | $0.85 |
| 2018 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.25 | $0.82 |
| 2017 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.26 | $0.81 |
| 2016 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.21 | $0.75 |
| 2015 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.25 | $0.78 |
| 2014 | $0.17 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.29 | $0.80 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the American Funds Washington Mutual Investors Fund Class F-1. 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 F-1 was 53.26%, occurring on Mar 9, 2009. Recovery took 861 trading sessions.
The current American Funds Washington Mutual Investors Fund Class F-1 drawdown is 1.54%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.26% | Oct 10, 2007 | 354 | Mar 9, 2009 | 861 | Aug 7, 2012 | 1215 |
| -34.67% | Feb 13, 2020 | 27 | Mar 23, 2020 | 165 | Nov 13, 2020 | 192 |
| -30.31% | Mar 20, 2002 | 144 | Oct 9, 2002 | 307 | Dec 29, 2003 | 451 |
| -21.09% | Jan 5, 2022 | 186 | Sep 30, 2022 | 339 | Feb 7, 2024 | 525 |
| -19.17% | Jan 29, 2018 | 229 | Dec 24, 2018 | 216 | Nov 1, 2019 | 445 |
Volatility
Volatility Chart
The current American Funds Washington Mutual Investors Fund Class F-1 volatility is 2.49%, 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.