AAMTX vs. AWSHX
Compare and contrast key facts about American Funds 2055 Target Date Retirement Fund (AAMTX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
AAMTX is managed by American Funds. It was launched on Jan 31, 2010. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
AAMTX vs. AWSHX - Performance Comparison
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AAMTX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAMTX American Funds 2055 Target Date Retirement Fund | -3.36% | 20.37% | 15.16% | 21.03% | -19.75% | 16.94% | 19.06% | 24.60% | -5.95% | 22.20% |
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, AAMTX achieves a -3.36% return, which is significantly lower than AWSHX's -3.17% return. Over the past 10 years, AAMTX has underperformed AWSHX with an annualized return of 10.79%, while AWSHX has yielded a comparatively higher 12.07% annualized return.
AAMTX
- 1D
- 2.68%
- 1M
- -6.45%
- YTD
- -3.36%
- 6M
- -0.85%
- 1Y
- 17.95%
- 3Y*
- 15.12%
- 5Y*
- 7.61%
- 10Y*
- 10.79%
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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AAMTX vs. AWSHX - Expense Ratio Comparison
AAMTX has a 0.33% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Return for Risk
AAMTX vs. AWSHX — Risk / Return Rank
AAMTX
AWSHX
AAMTX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2055 Target Date Retirement Fund (AAMTX) 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.
| AAMTX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 0.86 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.82 | 1.34 | +0.48 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.19 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 1.35 | +0.46 |
Martin ratioReturn relative to average drawdown | 7.75 | 6.00 | +1.75 |
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
| AAMTX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 0.86 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.80 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.74 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.62 | +0.09 |
Correlation
The correlation between AAMTX 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
AAMTX vs. AWSHX - Dividend Comparison
AAMTX's dividend yield for the trailing twelve months is around 5.90%, less than AWSHX's 10.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAMTX American Funds 2055 Target Date Retirement Fund | 5.90% | 5.70% | 3.22% | 2.22% | 6.92% | 4.15% | 2.98% | 3.92% | 4.46% | 2.18% | 3.19% | 4.06% |
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
AAMTX vs. AWSHX - Drawdown Comparison
The maximum AAMTX drawdown since its inception was -29.32%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for AAMTX and AWSHX.
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Drawdown Indicators
| AAMTX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.32% | -53.95% | +24.63% |
Max Drawdown (1Y)Largest decline over 1 year | -10.16% | -10.37% | +0.21% |
Max Drawdown (5Y)Largest decline over 5 years | -27.34% | -18.64% | -8.70% |
Max Drawdown (10Y)Largest decline over 10 years | -29.32% | -34.65% | +5.33% |
Current DrawdownCurrent decline from peak | -7.29% | -6.35% | -0.94% |
Average DrawdownAverage peak-to-trough decline | -4.32% | -6.43% | +2.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 2.32% | +0.05% |
Volatility
AAMTX vs. AWSHX - Volatility Comparison
American Funds 2055 Target Date Retirement Fund (AAMTX) has a higher volatility of 5.54% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 4.41%. This indicates that AAMTX'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
| AAMTX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.54% | 4.41% | +1.13% |
Volatility (6M)Calculated over the trailing 6-month period | 9.31% | 8.28% | +1.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.18% | 15.30% | -0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.51% | 14.12% | +0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.98% | 16.33% | -1.35% |