AAOTX vs. AWSHX
Compare and contrast key facts about American Funds 2065 Target Date Retirement Fund Class A (AAOTX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
AAOTX is managed by American Funds. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
AAOTX vs. AWSHX - Performance Comparison
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AAOTX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
AAOTX American Funds 2065 Target Date Retirement Fund Class A | -3.44% | 20.36% | 15.20% | 21.16% | -19.94% | 16.85% | 46.68% |
AWSHX American Funds Washington Mutual Investors Fund Class A | -3.17% | 17.20% | 19.02% | 17.21% | -8.45% | 28.44% | 39.43% |
Returns By Period
In the year-to-date period, AAOTX achieves a -3.44% return, which is significantly lower than AWSHX's -3.17% return.
AAOTX
- 1D
- 2.76%
- 1M
- -6.48%
- YTD
- -3.44%
- 6M
- -0.89%
- 1Y
- 18.05%
- 3Y*
- 15.12%
- 5Y*
- 7.56%
- 10Y*
- —
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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AAOTX vs. AWSHX - Expense Ratio Comparison
AAOTX has a 0.73% expense ratio, which is higher than AWSHX's 0.58% expense ratio.
Return for Risk
AAOTX vs. AWSHX — Risk / Return Rank
AAOTX
AWSHX
AAOTX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2065 Target Date Retirement Fund Class A (AAOTX) 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.
| AAOTX | 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 | 7.73 | 6.00 | +1.72 |
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
| AAOTX | 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 | 0.52 | 0.80 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.95 | 0.62 | +0.33 |
Correlation
The correlation between AAOTX and AWSHX is 0.92, 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
AAOTX vs. AWSHX - Dividend Comparison
AAOTX's dividend yield for the trailing twelve months is around 4.56%, less than AWSHX's 10.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAOTX American Funds 2065 Target Date Retirement Fund Class A | 4.56% | 4.41% | 2.52% | 1.71% | 3.67% | 1.34% | 0.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
AAOTX vs. AWSHX - Drawdown Comparison
The maximum AAOTX drawdown since its inception was -27.57%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for AAOTX and AWSHX.
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Drawdown Indicators
| AAOTX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.57% | -53.95% | +26.38% |
Max Drawdown (1Y)Largest decline over 1 year | -10.23% | -10.37% | +0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -27.57% | -18.64% | -8.93% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.65% | — |
Current DrawdownCurrent decline from peak | -7.33% | -6.35% | -0.98% |
Average DrawdownAverage peak-to-trough decline | -6.16% | -6.43% | +0.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 2.32% | +0.07% |
Volatility
AAOTX vs. AWSHX - Volatility Comparison
American Funds 2065 Target Date Retirement Fund Class A (AAOTX) has a higher volatility of 5.61% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 4.41%. This indicates that AAOTX'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
| AAOTX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.61% | 4.41% | +1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 9.43% | 8.28% | +1.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.33% | 15.30% | +0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.62% | 14.12% | +0.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.10% | 16.33% | -1.23% |