- ISIN
- US9393304038
- CUSIP
- 939330403
- Issuer
- American Funds
- Inception Date
- Aug 5, 2008
- Category
- Large Cap Blend Equities
- Min. Investment
- $250
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
WSHFX Performance Chart
American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) is up 9.0% since the beginning of the year. WSHFX is currently trading at $68 per share. Investors who bought $1,000 worth of WSHFX shares 5 years ago would now be looking at an investment worth $1,787.
Loading charts...
Compare this symbol against anything
Returns By Period
American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) has returned 8.97% so far this year and 17.31% over the past 12 months. Over the last ten years, WSHFX has had an annualized return of 12.76%, just under the S&P 500 Index benchmark’s 13.26%.
American Funds Washington Mutual Investors Fund Class F-1
- 1D
- 0.58%
- 1M
- 1.02%
- 6M
- 7.09%
- YTD
- 8.97%
- 1Y
- 17.31%
- 3Y*
- 17.03%
- 5Y*
- 12.31%
- 10Y*
- 12.76%
- ALL TIME*
- 8.76%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
WSHFX Monthly Returns History
Based on dividend-adjusted daily data since Mar 15, 2001, WSHFX's average daily return is +0.04%, while the average monthly return is +0.78%. At this rate, an investment would double in approximately 7.4 years.
Historically, 66% of months were positive and 34% were negative. The best month was Apr 2020 with a return of +11.7%, while the worst month was Oct 2008 at -16.2%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.
On a daily basis, WSHFX closed higher 53% of trading days. The best single day was Oct 28, 2008 with a return of +10.7%, while the worst single day was Mar 16, 2020 at -12.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.76% | 1.06% | -5.87% | 7.20% | 1.91% | 1.43% | 1.59% | 8.97% | |||||
| 2025 | 3.95% | 0.11% | -3.63% | -1.09% | 5.25% | 4.40% | 0.94% | 2.21% | 1.88% | 0.21% | 2.56% | -0.53% | 17.13% |
| 2024 | 0.95% | 4.51% | 3.43% | -3.83% | 3.19% | 2.76% | 2.81% | 2.44% | 1.46% | -1.20% | 3.92% | -2.59% | 18.94% |
| 2023 | 2.76% | -3.40% | 1.82% | 1.98% | -0.73% | 5.19% | 3.10% | -1.57% | -3.60% | -1.29% | 7.62% | 4.74% | 17.15% |
| 2022 | -3.92% | -1.37% | 3.44% | -6.05% | 2.04% | -7.42% | 5.01% | -2.98% | -7.81% | 9.38% | 6.29% | -3.70% | -8.50% |
| 2021 | -0.98% | 3.94% | 5.44% | 3.87% | 2.64% | -0.33% | 1.35% | 2.12% | -3.83% | 6.76% | -1.77% | 6.64% | 28.36% |
Benchmark Metrics
American Funds Washington Mutual Investors Fund Class F-1 has an annualized alpha of 1.81%, beta of 0.89, and R2 of 0.96 versus S&P 500 Index. Calculated based on daily prices since March 15, 2001.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (89.27%) than losses (83.68%) - typical of diversified or defensive assets.
- With beta of 0.89 and R2 of 0.96, 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
- 0.89
- R²
- 0.96
- Upside Capture
- 89.27%
- Downside Capture
- 83.68%
Expense Ratio
WSHFX has an expense ratio of 0.64%, placing it in the medium range.
Return for Risk
Risk / Return Rank
WSHFX ranks 49 for risk / return — above 49% of mutual funds peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) 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.
| WSHFX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.25 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.82 | 2.00 | -0.19 |
| Martin ratioReturn relative to average drawdown | 7.87 | 8.49 | -0.62 |
Dividends
Dividend History
American Funds Washington Mutual Investors Fund Class F-1 provided a 9.49% dividend yield over the last twelve months, with an annual payout of $6.41 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 | $6.41 | $6.53 | $6.15 | $3.48 | $3.25 | $3.62 | $1.51 | $2.96 | $1.75 | $3.27 | $2.58 | $2.37 |
Dividend yield | 9.49% | 10.08% | 10.05% | 6.11% | 6.28% | 6.01% | 3.02% | 6.17% | 4.28% | 7.19% | 6.32% | 6.18% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $2.79 | $0.00 | $2.98 | |||||
| 2025 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $2.91 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $3.23 | $6.53 |
| 2024 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $2.97 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $2.80 | $6.15 |
| 2023 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $1.54 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $1.54 | $3.48 |
| 2022 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $1.72 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $1.14 | $3.25 |
| 2021 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $1.90 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $1.33 | $3.62 |
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.
Loading charts...
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 53.94%, occurring on Mar 9, 2009. Recovery took 883 trading sessions.
The current American Funds Washington Mutual Investors Fund Class F-1 drawdown is 0.52%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-53.94%Mar 2009 | 1y 5mo | 3y 6mo | 4y 11moOct 2007 - Sep 2012 | Financial crisis2007–2009 |
-34.67%Mar 2020 | 1mo 9d | 7mo 25d | 9mo 4dFeb 2020 - Nov 2020 | COVID crash2020 |
-33.00%Oct 2002 | 1y 4mo | 1y 3mo | 2y 8moMay 2001 - Jan 2004 | Dot-com crash2000–2002 |
-18.69%Sep 2022 | 8mo 28d | 9mo 22d | 1y 6moJan 2022 - Jul 2023 | Bear market2022 |
-17.30%Dec 2018 | 10mo 29d | 4mo 7d | 1y 3moJan 2018 - Apr 2019 | Rate-hike selloffLate 2018 |
Drawdown Indicators
| WSHFX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.94% | -56.78% | +2.84% |
Max Drawdown (1Y)Largest decline over 1 year | -8.38% | -9.10% | +0.72% |
Max Drawdown (3Y)Largest decline over 3 years | -14.65% | -18.90% | +4.25% |
Max Drawdown (5Y)Largest decline over 5 years | -18.69% | -25.43% | +6.74% |
Max Drawdown (10Y)Largest decline over 10 years | -34.67% | -33.92% | -0.75% |
Current DrawdownCurrent decline from peak | -0.52% | -1.58% | +1.06% |
Average DrawdownAverage peak-to-trough decline | -7.29% | -10.70% | +3.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.94% | 2.14% | -0.20% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with WSHFX
Add American Funds Washington Mutual Investors Fund Class F-1 to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with WSHFX