AAATX vs. AWSHX
Compare and contrast key facts about American Funds 2010 Target Date Retirement Fund (AAATX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
AAATX is managed by American Funds. It was launched on Jan 31, 2007. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
AAATX vs. AWSHX - Performance Comparison
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AAATX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAATX American Funds 2010 Target Date Retirement Fund | 0.08% | 12.73% | 7.83% | 8.44% | -9.50% | 9.02% | 8.84% | 13.51% | -2.85% | 9.97% |
AWSHX American Funds Washington Mutual Investors Fund Class A | -3.17% | 17.20% | 19.02% | 17.21% | -8.45% | 28.44% | 7.69% | 24.86% | -6.16% | 20.03% |
Returns By Period
In the year-to-date period, AAATX achieves a 0.08% return, which is significantly higher than AWSHX's -3.17% return. Over the past 10 years, AAATX has underperformed AWSHX with an annualized return of 6.00%, while AWSHX has yielded a comparatively higher 12.07% annualized return.
AAATX
- 1D
- 0.91%
- 1M
- -2.93%
- YTD
- 0.08%
- 6M
- 1.69%
- 1Y
- 9.70%
- 3Y*
- 8.78%
- 5Y*
- 4.88%
- 10Y*
- 6.00%
AWSHX
- 1D
- 2.21%
- 1M
- -5.85%
- YTD
- -3.17%
- 6M
- -1.40%
- 1Y
- 12.98%
- 3Y*
- 16.12%
- 5Y*
- 11.18%
- 10Y*
- 12.07%
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AAATX vs. AWSHX - Expense Ratio Comparison
AAATX has a 0.34% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Return for Risk
AAATX vs. AWSHX — Risk / Return Rank
AAATX
AWSHX
AAATX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2010 Target Date Retirement Fund (AAATX) and American Funds Washington Mutual Investors Fund Class A (AWSHX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AAATX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 0.86 | +0.75 |
Sortino ratioReturn per unit of downside risk | 2.22 | 1.34 | +0.88 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.19 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.27 | 1.35 | +0.92 |
Martin ratioReturn relative to average drawdown | 9.09 | 6.00 | +3.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AAATX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 0.86 | +0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.80 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.74 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.62 | -0.08 |
Correlation
The correlation between AAATX and AWSHX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AAATX vs. AWSHX - Dividend Comparison
AAATX's dividend yield for the trailing twelve months is around 6.83%, less than AWSHX's 10.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAATX American Funds 2010 Target Date Retirement Fund | 6.83% | 6.84% | 5.16% | 3.53% | 3.41% | 3.78% | 3.72% | 3.48% | 3.79% | 2.51% | 2.67% | 4.60% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 10.44% | 10.08% | 10.06% | 6.14% | 6.31% | 6.05% | 3.06% | 6.19% | 4.36% | 7.26% | 6.37% | 6.25% |
Drawdowns
AAATX vs. AWSHX - Drawdown Comparison
The maximum AAATX drawdown since its inception was -40.44%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for AAATX and AWSHX.
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Drawdown Indicators
| AAATX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.44% | -53.95% | +13.51% |
Max Drawdown (1Y)Largest decline over 1 year | -4.52% | -10.37% | +5.85% |
Max Drawdown (5Y)Largest decline over 5 years | -14.99% | -18.64% | +3.65% |
Max Drawdown (10Y)Largest decline over 10 years | -15.13% | -34.65% | +19.52% |
Current DrawdownCurrent decline from peak | -3.31% | -6.35% | +3.04% |
Average DrawdownAverage peak-to-trough decline | -4.38% | -6.43% | +2.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.13% | 2.32% | -1.19% |
Volatility
AAATX vs. AWSHX - Volatility Comparison
The current volatility for American Funds 2010 Target Date Retirement Fund (AAATX) is 2.38%, while American Funds Washington Mutual Investors Fund Class A (AWSHX) has a volatility of 4.41%. This indicates that AAATX experiences smaller price fluctuations and is considered to be less risky than AWSHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAATX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.38% | 4.41% | -2.03% |
Volatility (6M)Calculated over the trailing 6-month period | 3.64% | 8.28% | -4.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.15% | 15.30% | -9.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.51% | 14.12% | -7.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.67% | 16.33% | -9.66% |