AWSHX vs. VTAPX
AWSHX (American Funds Washington Mutual Investors Fund Class A) and VTAPX (Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares) are both mutual funds - AWSHX is a Large Cap Blend Equities fund managed by American Funds, while VTAPX is a Inflation-Protected Bonds fund managed by Vanguard. Over the past 10 years, AWSHX returned 12.84%/yr vs 3.13%/yr for VTAPX. At a 0.07 correlation, their price movements are largely independent. AWSHX charges 0.58%/yr vs 0.06%/yr for VTAPX.
Performance
AWSHX vs. VTAPX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AWSHX achieves a 5.89% return, which is significantly higher than VTAPX's 2.05% return. Over the past 10 years, AWSHX has outperformed VTAPX with an annualized return of 12.84%, while VTAPX has yielded a comparatively lower 3.13% annualized return.
AWSHX
- 1D
- 0.39%
- 1M
- 2.81%
- YTD
- 5.89%
- 6M
- 6.02%
- 1Y
- 17.56%
- 3Y*
- 18.25%
- 5Y*
- 11.92%
- 10Y*
- 12.84%
VTAPX
- 1D
- 0.00%
- 1M
- 0.04%
- YTD
- 2.05%
- 6M
- 2.04%
- 1Y
- 4.69%
- 3Y*
- 5.23%
- 5Y*
- 3.38%
- 10Y*
- 3.13%
AWSHX vs. VTAPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AWSHX American Funds Washington Mutual Investors Fund Class A | 5.89% | 17.20% | 19.02% | 17.21% | -8.45% | 28.44% | 7.69% | 24.86% | -6.16% | 20.03% |
VTAPX Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | 2.05% | 6.03% | 4.73% | 4.59% | -2.84% | 5.26% | 4.97% | 4.85% | 0.53% | 0.82% |
Correlation
The correlation between AWSHX and VTAPX is 0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2013 | 0.07 |
The correlation between AWSHX and VTAPX shifts across timeframes, from 0.00 (1 year) to 0.16 (5 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AWSHX vs. VTAPX — Risk / Return Rank
AWSHX
VTAPX
AWSHX vs. VTAPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Washington Mutual Investors Fund Class A (AWSHX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX). 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.
| AWSHX | VTAPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.26 | ||
| Sortino ratioReturn per unit of downside risk | -2.49 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.65 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | 2.19 | 6.45 | -4.26 |
| Martin ratioReturn relative to average drawdown | 9.46 | 25.59 | -16.13 |
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 charts...
Sharpe Ratios by Period
| AWSHX | VTAPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.78 | 3.03 | -1.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 1.27 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 1.41 | -0.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 1.07 | -0.44 |
Drawdowns
AWSHX vs. VTAPX - Drawdown Comparison
The maximum AWSHX drawdown since its inception was -53.95%, which is greater than VTAPX's maximum drawdown of -5.33%. Use the drawdown chart below to compare losses from any high point for AWSHX and VTAPX.
Loading charts...
Drawdown Indicators
| AWSHX | VTAPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.95% | -5.33% | -48.62% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -0.72% | -7.65% |
Max Drawdown (3Y)Largest decline over 3 years | -14.66% | -0.92% | -13.74% |
Max Drawdown (5Y)Largest decline over 5 years | -18.64% | -5.33% | -13.31% |
Max Drawdown (10Y)Largest decline over 10 years | -34.65% | -5.33% | -29.32% |
Current DrawdownCurrent decline from peak | 0.00% | -0.04% | +0.04% |
Average DrawdownAverage peak-to-trough decline | -6.41% | -1.03% | -5.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.93% | 0.18% | +1.75% |
Volatility
AWSHX vs. VTAPX - Volatility Comparison
American Funds Washington Mutual Investors Fund Class A (AWSHX) has a higher volatility of 2.41% compared to Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) at 0.57%. This indicates that AWSHX's price experiences larger fluctuations and is considered to be riskier than VTAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AWSHX | VTAPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.41% | 0.57% | +1.84% |
Volatility (6M)Calculated over the trailing 6-month period | 7.89% | 1.11% | +6.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.31% | 1.52% | +8.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.10% | 2.67% | +11.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 2.23% | +14.10% |
AWSHX vs. VTAPX - Expense Ratio Comparison
AWSHX has a 0.58% expense ratio, which is higher than VTAPX's 0.06% expense ratio.
Dividends
AWSHX vs. VTAPX - Dividend Comparison
AWSHX's dividend yield for the trailing twelve months is around 9.55%, more than VTAPX's 3.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWSHX American Funds Washington Mutual Investors Fund Class A | 9.55% | 10.08% | 10.06% | 6.14% | 6.31% | 6.05% | 3.06% | 6.19% | 4.36% | 7.26% | 6.37% | 6.25% |
VTAPX Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | 3.55% | 3.78% | 2.68% | 2.84% | 6.82% | 4.67% | 1.19% | 1.94% | 2.45% | 1.52% | 0.76% | 0.00% |
Frequently Asked Questions
AWSHX and VTAPX have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AWSHX has higher volatility (2.41%) compared to VTAPX (0.57%). In terms of maximum drawdown, AWSHX dropped -53.95% vs VTAPX's -5.33%.
VTAPX currently has the higher Sharpe Ratio (3.03 vs 1.78), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for AWSHX and VTAPX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer