CWBFX vs. AWSHX
Compare and contrast key facts about American Funds Capital World Bond Fund (CWBFX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
CWBFX is managed by American Funds. It was launched on Aug 3, 1987. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
CWBFX vs. AWSHX - Performance Comparison
Loading graphics...
CWBFX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CWBFX American Funds Capital World Bond Fund | -2.63% | 7.78% | -3.25% | 5.81% | -17.52% | -5.17% | 9.91% | 7.66% | -1.81% | 7.26% |
AWSHX American Funds Washington Mutual Investors Fund Class A | -5.27% | 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, CWBFX achieves a -2.63% return, which is significantly higher than AWSHX's -5.27% return. Over the past 10 years, CWBFX has underperformed AWSHX with an annualized return of 0.15%, while AWSHX has yielded a comparatively higher 11.82% annualized return.
CWBFX
- 1D
- 0.13%
- 1M
- -4.32%
- YTD
- -2.63%
- 6M
- -2.45%
- 1Y
- 1.95%
- 3Y*
- 1.50%
- 5Y*
- -2.49%
- 10Y*
- 0.15%
AWSHX
- 1D
- -0.03%
- 1M
- -7.89%
- YTD
- -5.27%
- 6M
- -3.14%
- 1Y
- 10.70%
- 3Y*
- 15.28%
- 5Y*
- 10.91%
- 10Y*
- 11.82%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CWBFX vs. AWSHX - Expense Ratio Comparison
CWBFX has a 0.95% expense ratio, which is higher than AWSHX's 0.58% expense ratio.
Return for Risk
CWBFX vs. AWSHX — Risk / Return Rank
CWBFX
AWSHX
CWBFX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Capital World Bond Fund (CWBFX) 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.
| CWBFX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 0.76 | -0.39 |
Sortino ratioReturn per unit of downside risk | 0.56 | 1.19 | -0.64 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.17 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.58 | 0.96 | -0.38 |
Martin ratioReturn relative to average drawdown | 2.05 | 4.37 | -2.31 |
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
| CWBFX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 0.76 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.38 | 0.78 | -1.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.03 | 0.73 | -0.70 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.62 | +0.23 |
Correlation
The correlation between CWBFX and AWSHX is 0.05, 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
CWBFX vs. AWSHX - Dividend Comparison
CWBFX's dividend yield for the trailing twelve months is around 2.84%, less than AWSHX's 10.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CWBFX American Funds Capital World Bond Fund | 2.84% | 2.68% | 3.01% | 2.47% | 1.99% | 2.63% | 3.18% | 2.26% | 1.87% | 1.80% | 2.05% | 0.58% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 10.67% | 10.08% | 10.06% | 6.14% | 6.31% | 6.05% | 3.06% | 6.19% | 4.36% | 7.26% | 6.37% | 6.25% |
Drawdowns
CWBFX vs. AWSHX - Drawdown Comparison
The maximum CWBFX drawdown since its inception was -27.91%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for CWBFX and AWSHX.
Loading graphics...
Drawdown Indicators
| CWBFX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.91% | -53.95% | +26.04% |
Max Drawdown (1Y)Largest decline over 1 year | -4.45% | -10.37% | +5.92% |
Max Drawdown (5Y)Largest decline over 5 years | -26.34% | -18.64% | -7.70% |
Max Drawdown (10Y)Largest decline over 10 years | -27.91% | -34.65% | +6.74% |
Current DrawdownCurrent decline from peak | -16.19% | -8.37% | -7.82% |
Average DrawdownAverage peak-to-trough decline | -4.14% | -6.43% | +2.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.26% | 2.29% | -1.03% |
Volatility
CWBFX vs. AWSHX - Volatility Comparison
The current volatility for American Funds Capital World Bond Fund (CWBFX) is 2.04%, while American Funds Washington Mutual Investors Fund Class A (AWSHX) has a volatility of 3.58%. This indicates that CWBFX 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
| CWBFX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.04% | 3.58% | -1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 3.10% | 7.98% | -4.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.48% | 15.18% | -9.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.49% | 14.09% | -7.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.63% | 16.31% | -10.68% |