AHITX vs. AWSHX
Compare and contrast key facts about American Funds American High-Income Trust (AHITX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
AHITX is managed by American Funds. It was launched on Feb 19, 1988. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
AHITX vs. AWSHX - Performance Comparison
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AHITX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AHITX American Funds American High-Income Trust | -0.53% | 8.28% | 9.45% | 11.43% | -10.38% | 8.32% | 7.01% | 11.86% | -1.80% | 7.30% |
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, AHITX achieves a -0.53% return, which is significantly higher than AWSHX's -3.17% return. Over the past 10 years, AHITX has underperformed AWSHX with an annualized return of 6.12%, while AWSHX has yielded a comparatively higher 12.07% annualized return.
AHITX
- 1D
- 0.62%
- 1M
- -1.61%
- YTD
- -0.53%
- 6M
- 0.64%
- 1Y
- 6.32%
- 3Y*
- 8.48%
- 5Y*
- 4.42%
- 10Y*
- 6.12%
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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AHITX vs. AWSHX - Expense Ratio Comparison
AHITX has a 0.69% expense ratio, which is higher than AWSHX's 0.58% expense ratio.
Return for Risk
AHITX vs. AWSHX — Risk / Return Rank
AHITX
AWSHX
AHITX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American High-Income Trust (AHITX) 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.
| AHITX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.53 | 0.86 | +0.67 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.34 | +0.65 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.19 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.03 | 1.35 | +0.69 |
Martin ratioReturn relative to average drawdown | 8.61 | 6.00 | +2.61 |
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
| AHITX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.53 | 0.86 | +0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.80 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.12 | 0.74 | +0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.42 | 0.62 | +0.81 |
Correlation
The correlation between AHITX and AWSHX is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
AHITX vs. AWSHX - Dividend Comparison
AHITX's dividend yield for the trailing twelve months is around 5.86%, less than AWSHX's 10.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AHITX American Funds American High-Income Trust | 5.86% | 6.26% | 6.25% | 5.87% | 4.17% | 4.27% | 5.81% | 6.19% | 6.31% | 5.99% | 5.05% | 6.92% |
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
AHITX vs. AWSHX - Drawdown Comparison
The maximum AHITX drawdown since its inception was -34.81%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for AHITX and AWSHX.
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Drawdown Indicators
| AHITX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.81% | -53.95% | +19.14% |
Max Drawdown (1Y)Largest decline over 1 year | -3.38% | -10.37% | +6.99% |
Max Drawdown (5Y)Largest decline over 5 years | -13.93% | -18.64% | +4.71% |
Max Drawdown (10Y)Largest decline over 10 years | -21.22% | -34.65% | +13.43% |
Current DrawdownCurrent decline from peak | -1.81% | -6.35% | +4.54% |
Average DrawdownAverage peak-to-trough decline | -2.68% | -6.43% | +3.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.80% | 2.32% | -1.52% |
Volatility
AHITX vs. AWSHX - Volatility Comparison
The current volatility for American Funds American High-Income Trust (AHITX) is 1.37%, while American Funds Washington Mutual Investors Fund Class A (AWSHX) has a volatility of 4.41%. This indicates that AHITX 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
| AHITX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.37% | 4.41% | -3.04% |
Volatility (6M)Calculated over the trailing 6-month period | 2.35% | 8.28% | -5.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.30% | 15.30% | -11.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.93% | 14.12% | -9.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.48% | 16.33% | -10.85% |