AABTX vs. AWSHX
Compare and contrast key facts about American Funds 2015 Target Date Retirement Fund (AABTX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
AABTX 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
AABTX vs. AWSHX - Performance Comparison
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AABTX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AABTX American Funds 2015 Target Date Retirement Fund | -0.16% | 13.11% | 8.07% | 9.23% | -10.56% | 9.95% | 9.63% | 14.47% | -2.98% | 10.84% |
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, AABTX achieves a -0.16% return, which is significantly higher than AWSHX's -3.17% return. Over the past 10 years, AABTX has underperformed AWSHX with an annualized return of 6.32%, while AWSHX has yielded a comparatively higher 12.07% annualized return.
AABTX
- 1D
- 1.02%
- 1M
- -3.17%
- YTD
- -0.16%
- 6M
- 1.47%
- 1Y
- 9.96%
- 3Y*
- 9.07%
- 5Y*
- 4.96%
- 10Y*
- 6.32%
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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AABTX vs. AWSHX - Expense Ratio Comparison
AABTX has a 0.33% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Return for Risk
AABTX vs. AWSHX — Risk / Return Rank
AABTX
AWSHX
AABTX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2015 Target Date Retirement Fund (AABTX) 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.
| AABTX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 0.86 | +0.73 |
Sortino ratioReturn per unit of downside risk | 2.19 | 1.34 | +0.85 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.19 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.20 | 1.35 | +0.85 |
Martin ratioReturn relative to average drawdown | 8.77 | 6.00 | +2.76 |
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
| AABTX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 0.86 | +0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.80 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.74 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.62 | -0.09 |
Correlation
The correlation between AABTX and AWSHX is 0.91, 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
AABTX vs. AWSHX - Dividend Comparison
AABTX's dividend yield for the trailing twelve months is around 7.58%, less than AWSHX's 10.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AABTX American Funds 2015 Target Date Retirement Fund | 7.58% | 7.57% | 5.27% | 3.52% | 3.72% | 4.95% | 4.07% | 4.05% | 4.28% | 2.71% | 3.02% | 5.56% |
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
AABTX vs. AWSHX - Drawdown Comparison
The maximum AABTX drawdown since its inception was -42.44%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for AABTX and AWSHX.
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Drawdown Indicators
| AABTX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.44% | -53.95% | +11.51% |
Max Drawdown (1Y)Largest decline over 1 year | -4.78% | -10.37% | +5.59% |
Max Drawdown (5Y)Largest decline over 5 years | -16.21% | -18.64% | +2.43% |
Max Drawdown (10Y)Largest decline over 10 years | -16.58% | -34.65% | +18.07% |
Current DrawdownCurrent decline from peak | -3.53% | -6.35% | +2.82% |
Average DrawdownAverage peak-to-trough decline | -4.79% | -6.43% | +1.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.20% | 2.32% | -1.12% |
Volatility
AABTX vs. AWSHX - Volatility Comparison
The current volatility for American Funds 2015 Target Date Retirement Fund (AABTX) is 2.49%, while American Funds Washington Mutual Investors Fund Class A (AWSHX) has a volatility of 4.41%. This indicates that AABTX 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
| AABTX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.49% | 4.41% | -1.92% |
Volatility (6M)Calculated over the trailing 6-month period | 3.88% | 8.28% | -4.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.46% | 15.30% | -8.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.92% | 14.12% | -7.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.25% | 16.33% | -9.08% |