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 has an expense ratio of 0.64%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) returned 4.40% year-to-date (YTD) and 15.78% over the past 12 months. Over the past 10 years, WSHFX delivered an annualized return of 11.54%, outperforming the S&P 500 benchmark at 10.85%.
WSHFX
4.40%
5.25%
1.70%
15.78%
12.30%
15.01%
11.54%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
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% | 0.11% | -3.63% | -1.09% | 5.25% | 4.40% | |||||||
| 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% |
| 2020 | -1.29% | -8.70% | -12.97% | 11.66% | 4.33% | -0.06% | 3.30% | 4.58% | -2.03% | -3.06% | 11.20% | 3.31% | 7.62% |
| 2019 | 5.94% | 3.25% | 0.88% | 3.43% | -5.31% | 6.22% | 0.90% | -0.96% | 1.68% | 1.49% | 3.33% | 2.61% | 25.51% |
| 2018 | 5.15% | -4.10% | -2.21% | 0.99% | 1.44% | 0.14% | 3.46% | 1.55% | 0.65% | -4.92% | 3.19% | -7.63% | -3.06% |
| 2017 | 1.35% | 3.26% | -0.32% | 0.83% | 1.50% | 0.11% | 2.42% | 0.12% | 2.95% | 1.87% | 2.81% | 1.63% | 20.09% |
| 2016 | -4.31% | 0.08% | 6.28% | 1.11% | 0.89% | 1.42% | 2.48% | -0.24% | -0.33% | -1.16% | 5.01% | 1.76% | 13.32% |
| 2015 | -3.21% | 5.32% | -1.67% | 0.88% | 0.51% | -2.56% | 1.75% | -5.84% | -1.96% | 8.46% | 0.42% | -1.60% | -0.31% |
| 2014 | -3.41% | 4.24% | 1.18% | 1.03% | 1.84% | 1.62% | -2.12% | 4.01% | -0.86% | 1.70% | 1.88% | 0.09% | 11.50% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WSHFX is 74, 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.
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Dividends
Dividend History
American Funds Washington Mutual Investors Fund Class F-1 provided a 9.66% dividend yield over the last twelve months, with an annual payout of $6.15 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $6.15 | $6.16 | $3.48 | $3.25 | $3.62 | $1.51 | $3.22 | $3.29 | $3.34 | $2.58 | $2.37 | $2.85 |
Dividend yield | 9.66% | 10.05% | 6.11% | 6.28% | 6.01% | 3.02% | 6.72% | 8.04% | 7.34% | 6.32% | 6.18% | 6.97% |
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 | $0.19 | $0.00 | $0.00 | $0.19 | |||||||
| 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 | $6.16 |
| 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 | $0.20 | $0.00 | $0.00 | $1.90 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $1.33 | $3.62 |
| 2020 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.91 | $1.51 |
| 2019 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $1.09 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $1.74 | $3.22 |
| 2018 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $1.67 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $1.24 | $3.29 |
| 2017 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $1.23 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $1.74 | $3.34 |
| 2016 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $2.03 | $2.58 |
| 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 | $2.37 |
| 2014 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $2.34 | $2.85 |
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 53.77%, occurring on Mar 9, 2009. Recovery took 868 trading sessions.
The current American Funds Washington Mutual Investors Fund Class F-1 drawdown is 1.46%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.77% | Oct 10, 2007 | 354 | Mar 9, 2009 | 868 | Aug 16, 2012 | 1222 |
| -34.67% | Feb 13, 2020 | 27 | Mar 23, 2020 | 165 | Nov 13, 2020 | 192 |
| -30.44% | May 22, 2001 | 348 | Oct 9, 2002 | 307 | Dec 29, 2003 | 655 |
| -18.69% | Jan 5, 2022 | 186 | Sep 30, 2022 | 199 | Jul 19, 2023 | 385 |
| -15.63% | Sep 24, 2018 | 64 | Dec 24, 2018 | 69 | Apr 4, 2019 | 133 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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