AAHTX vs. AWSHX
Compare and contrast key facts about American Funds 2045 Target Date Retirement Fund (AAHTX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
AAHTX 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
AAHTX vs. AWSHX - Performance Comparison
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AAHTX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAHTX American Funds 2045 Target Date Retirement Fund | -5.32% | 20.01% | 14.82% | 19.74% | -18.40% | 16.83% | 18.79% | 24.33% | -5.92% | 22.02% |
AWSHX American Funds Washington Mutual Investors Fund Class A | -5.27% | 17.20% | 19.02% | 17.21% | -8.45% | 28.44% | 7.69% | 24.86% | -6.16% | 20.03% |
Returns By Period
The year-to-date returns for both investments are quite close, with AAHTX having a -5.32% return and AWSHX slightly higher at -5.27%. Over the past 10 years, AAHTX has underperformed AWSHX with an annualized return of 10.48%, while AWSHX has yielded a comparatively higher 11.82% annualized return.
AAHTX
- 1D
- -0.35%
- 1M
- -8.83%
- YTD
- -5.32%
- 6M
- -2.42%
- 1Y
- 14.99%
- 3Y*
- 13.87%
- 5Y*
- 7.44%
- 10Y*
- 10.48%
AWSHX
- 1D
- -0.03%
- 1M
- -7.89%
- YTD
- -5.27%
- 6M
- -3.14%
- 1Y
- 10.70%
- 3Y*
- 15.28%
- 5Y*
- 10.91%
- 10Y*
- 11.82%
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AAHTX vs. AWSHX - Expense Ratio Comparison
AAHTX has a 0.33% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Return for Risk
AAHTX vs. AWSHX — Risk / Return Rank
AAHTX
AWSHX
AAHTX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2045 Target Date Retirement Fund (AAHTX) 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.
| AAHTX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.76 | +0.30 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.19 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.17 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 0.96 | +0.39 |
Martin ratioReturn relative to average drawdown | 5.97 | 4.37 | +1.60 |
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
| AAHTX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.76 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.78 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.73 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.62 | -0.12 |
Correlation
The correlation between AAHTX 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
AAHTX vs. AWSHX - Dividend Comparison
AAHTX's dividend yield for the trailing twelve months is around 6.18%, less than AWSHX's 10.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAHTX American Funds 2045 Target Date Retirement Fund | 6.18% | 5.85% | 3.37% | 2.46% | 6.75% | 4.62% | 3.19% | 4.24% | 4.85% | 2.33% | 3.50% | 4.74% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 10.67% | 10.08% | 10.06% | 6.14% | 6.31% | 6.05% | 3.06% | 6.19% | 4.36% | 7.26% | 6.37% | 6.25% |
Drawdowns
AAHTX vs. AWSHX - Drawdown Comparison
The maximum AAHTX drawdown since its inception was -50.05%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for AAHTX and AWSHX.
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Drawdown Indicators
| AAHTX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.05% | -53.95% | +3.90% |
Max Drawdown (1Y)Largest decline over 1 year | -9.81% | -10.37% | +0.56% |
Max Drawdown (5Y)Largest decline over 5 years | -25.83% | -18.64% | -7.19% |
Max Drawdown (10Y)Largest decline over 10 years | -28.92% | -34.65% | +5.73% |
Current DrawdownCurrent decline from peak | -9.20% | -8.37% | -0.83% |
Average DrawdownAverage peak-to-trough decline | -7.14% | -6.43% | -0.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.22% | 2.29% | -0.07% |
Volatility
AAHTX vs. AWSHX - Volatility Comparison
American Funds 2045 Target Date Retirement Fund (AAHTX) has a higher volatility of 4.30% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 3.58%. This indicates that AAHTX'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
| AAHTX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 3.58% | +0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 8.39% | 7.98% | +0.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.19% | 15.18% | -0.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.84% | 14.09% | -0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.52% | 16.31% | -1.79% |