AAETX vs. AWSHX
Compare and contrast key facts about American Funds 2030 Target Date Retirement Fund (AAETX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
AAETX 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
AAETX vs. AWSHX - Performance Comparison
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AAETX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAETX American Funds 2030 Target Date Retirement Fund | -1.39% | 15.41% | 10.50% | 14.08% | -14.74% | 12.79% | 14.81% | 19.64% | -4.56% | 18.11% |
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, AAETX achieves a -1.39% return, which is significantly higher than AWSHX's -3.17% return. Over the past 10 years, AAETX has underperformed AWSHX with an annualized return of 8.52%, while AWSHX has yielded a comparatively higher 12.07% annualized return.
AAETX
- 1D
- 1.60%
- 1M
- -4.11%
- YTD
- -1.39%
- 6M
- 0.48%
- 1Y
- 12.43%
- 3Y*
- 11.17%
- 5Y*
- 5.88%
- 10Y*
- 8.52%
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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AAETX vs. AWSHX - Expense Ratio Comparison
AAETX has a 0.33% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Return for Risk
AAETX vs. AWSHX — Risk / Return Rank
AAETX
AWSHX
AAETX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2030 Target Date Retirement Fund (AAETX) 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.
| AAETX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 0.86 | +0.55 |
Sortino ratioReturn per unit of downside risk | 2.07 | 1.34 | +0.73 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.19 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 1.35 | +0.64 |
Martin ratioReturn relative to average drawdown | 8.41 | 6.00 | +2.41 |
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
| AAETX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 0.86 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.80 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.74 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.62 | -0.12 |
Correlation
The correlation between AAETX and AWSHX is 0.94, 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
AAETX vs. AWSHX - Dividend Comparison
AAETX's dividend yield for the trailing twelve months is around 6.42%, less than AWSHX's 10.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAETX American Funds 2030 Target Date Retirement Fund | 6.42% | 6.33% | 3.73% | 2.69% | 4.39% | 6.47% | 3.57% | 3.95% | 4.46% | 2.46% | 3.46% | 5.52% |
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
AAETX vs. AWSHX - Drawdown Comparison
The maximum AAETX drawdown since its inception was -49.49%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for AAETX and AWSHX.
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Drawdown Indicators
| AAETX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.49% | -53.95% | +4.46% |
Max Drawdown (1Y)Largest decline over 1 year | -6.53% | -10.37% | +3.84% |
Max Drawdown (5Y)Largest decline over 5 years | -21.01% | -18.64% | -2.37% |
Max Drawdown (10Y)Largest decline over 10 years | -22.37% | -34.65% | +12.28% |
Current DrawdownCurrent decline from peak | -4.56% | -6.35% | +1.79% |
Average DrawdownAverage peak-to-trough decline | -6.46% | -6.43% | -0.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.54% | 2.32% | -0.78% |
Volatility
AAETX vs. AWSHX - Volatility Comparison
The current volatility for American Funds 2030 Target Date Retirement Fund (AAETX) is 3.47%, while American Funds Washington Mutual Investors Fund Class A (AWSHX) has a volatility of 4.41%. This indicates that AAETX 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
| AAETX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 4.41% | -0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 5.56% | 8.28% | -2.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.10% | 15.30% | -6.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.72% | 14.12% | -4.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.66% | 16.33% | -5.67% |