- 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
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Performance
WSHFX Performance Chart
American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) is up 5.9% since the beginning of the year. WSHFX is currently trading at $66 per share. Investors who bought $1,000 worth of WSHFX shares 5 years ago would now be looking at an investment worth $1,804.
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Returns By Period
American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) has returned 5.91% so far this year and 17.73% over the past 12 months. Over the last ten years, WSHFX has returned 12.78% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
American Funds Washington Mutual Investors Fund Class F-1
- 1D
- 0.46%
- 1M
- 0.68%
- YTD
- 5.91%
- 6M
- 5.48%
- 1Y
- 17.73%
- 3Y*
- 17.29%
- 5Y*
- 12.53%
- 10Y*
- 12.78%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
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 +0.77%. At this rate, an investment would double in approximately 7.5 years.
Historically, 65% of months were positive and 35% 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% | 0.15% | 5.91% | ||||||
| 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 1.67%, 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 (84.43%) - 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
- 1.67%
- Beta
- 0.89
- R²
- 0.96
- Upside Capture
- 89.27%
- Downside Capture
- 84.43%
Expense Ratio
WSHFX has an expense ratio of 0.64%, placing it in the medium range.
Return for Risk
Risk / Return Rank
WSHFX ranks 39 for risk / return — below 39% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by 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 | -0.35 | ||
| Sortino ratioReturn per unit of downside risk | -0.35 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.37 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.11 | 2.78 | -0.67 |
| Martin ratioReturn relative to average drawdown | 9.11 | 12.44 | -3.33 |
Dividends
Dividend History
American Funds Washington Mutual Investors Fund Class F-1 provided a 9.76% 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 | 9.76% | 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 | $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.
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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 0.58%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -53.94%Mar 2009 | 1y 5mo | 3y 6mo | 4y 11moOct 2007 - Sep 2012 |
COVID crash2020 | -34.67%Mar 2020 | 1mo 9d | 7mo 25d | 9mo 4dFeb 2020 - Nov 2020 |
Dot-com crash2000–2002 | -33.00%Oct 2002 | 1y 4mo | 1y 3mo | 2y 8moMay 2001 - Jan 2004 |
Bear market2022 | -18.69%Sep 2022 | 8mo 28d | 9mo 22d | 1y 6moJan 2022 - Jul 2023 |
Rate-hike selloffLate 2018 | -17.30%Dec 2018 | 10mo 29d | 4mo 7d | 1y 3moJan 2018 - Apr 2019 |
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 | -0.58% | -1.80% | +1.22% |
Average DrawdownAverage peak-to-trough decline | -7.32% | -10.71% | +3.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.94% | 2.03% | -0.09% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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