AAGTX vs. AWSHX
Compare and contrast key facts about American Funds 2040 Target Date Retirement Fund (AAGTX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
AAGTX 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
AAGTX vs. AWSHX - Performance Comparison
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AAGTX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAGTX American Funds 2040 Target Date Retirement Fund | -2.57% | 19.16% | 14.37% | 18.95% | -17.80% | 16.51% | 18.41% | 23.94% | -5.86% | 21.63% |
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, AAGTX achieves a -2.57% return, which is significantly higher than AWSHX's -3.17% return. Over the past 10 years, AAGTX has underperformed AWSHX with an annualized return of 10.53%, while AWSHX has yielded a comparatively higher 12.07% annualized return.
AAGTX
- 1D
- 2.33%
- 1M
- -5.61%
- YTD
- -2.57%
- 6M
- -0.22%
- 1Y
- 16.61%
- 3Y*
- 14.37%
- 5Y*
- 7.55%
- 10Y*
- 10.53%
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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AAGTX vs. AWSHX - Expense Ratio Comparison
AAGTX has a 0.33% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Return for Risk
AAGTX vs. AWSHX — Risk / Return Rank
AAGTX
AWSHX
AAGTX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2040 Target Date Retirement Fund (AAGTX) 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.
| AAGTX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 0.86 | +0.42 |
Sortino ratioReturn per unit of downside risk | 1.90 | 1.34 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.19 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.85 | 1.35 | +0.50 |
Martin ratioReturn relative to average drawdown | 8.15 | 6.00 | +2.15 |
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
| AAGTX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 0.86 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.80 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.74 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.62 | -0.12 |
Correlation
The correlation between AAGTX 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
AAGTX vs. AWSHX - Dividend Comparison
AAGTX's dividend yield for the trailing twelve months is around 6.11%, less than AWSHX's 10.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAGTX American Funds 2040 Target Date Retirement Fund | 6.11% | 5.95% | 3.50% | 2.51% | 6.40% | 4.94% | 3.26% | 4.29% | 4.94% | 2.42% | 3.59% | 5.12% |
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
AAGTX vs. AWSHX - Drawdown Comparison
The maximum AAGTX drawdown since its inception was -50.03%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for AAGTX and AWSHX.
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Drawdown Indicators
| AAGTX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.03% | -53.95% | +3.92% |
Max Drawdown (1Y)Largest decline over 1 year | -9.25% | -10.37% | +1.12% |
Max Drawdown (5Y)Largest decline over 5 years | -25.09% | -18.64% | -6.45% |
Max Drawdown (10Y)Largest decline over 10 years | -28.54% | -34.65% | +6.11% |
Current DrawdownCurrent decline from peak | -6.28% | -6.35% | +0.07% |
Average DrawdownAverage peak-to-trough decline | -7.05% | -6.43% | -0.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.10% | 2.32% | -0.22% |
Volatility
AAGTX vs. AWSHX - Volatility Comparison
American Funds 2040 Target Date Retirement Fund (AAGTX) has a higher volatility of 4.78% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 4.41%. This indicates that AAGTX's price experiences larger fluctuations and is considered to be riskier 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
| AAGTX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.78% | 4.41% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 8.05% | 8.28% | -0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.35% | 15.30% | -1.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.24% | 14.12% | -0.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.09% | 16.33% | -2.24% |