ANBAX vs. AWSHX
Compare and contrast key facts about American Funds Strategic Bond Fund (ANBAX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
ANBAX is managed by American Funds. It was launched on Mar 18, 2016. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
ANBAX vs. AWSHX - Performance Comparison
Loading graphics...
ANBAX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANBAX American Funds Strategic Bond Fund | -0.81% | 7.18% | -0.61% | 1.52% | -12.74% | -1.13% | 18.10% | 7.83% | 0.28% | 2.97% |
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% | 19.28% |
Returns By Period
In the year-to-date period, ANBAX achieves a -0.81% return, which is significantly higher than AWSHX's -3.17% return.
ANBAX
- 1D
- 0.22%
- 1M
- -2.07%
- YTD
- -0.81%
- 6M
- -0.28%
- 1Y
- 2.20%
- 3Y*
- 1.23%
- 5Y*
- -0.80%
- 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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ANBAX vs. AWSHX - Expense Ratio Comparison
ANBAX has a 0.71% expense ratio, which is higher than AWSHX's 0.58% expense ratio.
Return for Risk
ANBAX vs. AWSHX — Risk / Return Rank
ANBAX
AWSHX
ANBAX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Strategic Bond Fund (ANBAX) 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.
| ANBAX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 0.86 | -0.31 |
Sortino ratioReturn per unit of downside risk | 0.78 | 1.34 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.19 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 1.35 | -0.41 |
Martin ratioReturn relative to average drawdown | 3.30 | 6.00 | -2.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ANBAX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 0.86 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.13 | 0.80 | -0.92 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.62 | -0.22 |
Correlation
The correlation between ANBAX and AWSHX is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
ANBAX vs. AWSHX - Dividend Comparison
ANBAX's dividend yield for the trailing twelve months is around 3.00%, less than AWSHX's 10.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANBAX American Funds Strategic Bond Fund | 3.00% | 2.78% | 3.07% | 2.91% | 5.31% | 1.74% | 3.87% | 3.09% | 3.51% | 1.76% | 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
ANBAX vs. AWSHX - Drawdown Comparison
The maximum ANBAX drawdown since its inception was -19.33%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for ANBAX and AWSHX.
Loading graphics...
Drawdown Indicators
| ANBAX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.33% | -53.95% | +34.62% |
Max Drawdown (1Y)Largest decline over 1 year | -3.54% | -10.37% | +6.83% |
Max Drawdown (5Y)Largest decline over 5 years | -19.33% | -18.64% | -0.69% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.65% | — |
Current DrawdownCurrent decline from peak | -7.70% | -6.35% | -1.35% |
Average DrawdownAverage peak-to-trough decline | -5.65% | -6.43% | +0.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 2.32% | -1.31% |
Volatility
ANBAX vs. AWSHX - Volatility Comparison
The current volatility for American Funds Strategic Bond Fund (ANBAX) is 1.93%, while American Funds Washington Mutual Investors Fund Class A (AWSHX) has a volatility of 4.41%. This indicates that ANBAX 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.
Loading graphics...
Volatility by Period
| ANBAX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.93% | 4.41% | -2.48% |
Volatility (6M)Calculated over the trailing 6-month period | 2.65% | 8.28% | -5.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.68% | 15.30% | -10.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.28% | 14.12% | -7.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.43% | 16.33% | -10.90% |