EBNAX vs. AWSHX
Compare and contrast key facts about American Funds Emerging Markets Bond Fund (EBNAX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
EBNAX is managed by American Funds. It was launched on Apr 21, 2016. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
EBNAX vs. AWSHX - Performance Comparison
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EBNAX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EBNAX American Funds Emerging Markets Bond Fund | -2.39% | 15.91% | 0.33% | 12.11% | -14.03% | -3.96% | 7.65% | 13.16% | -4.67% | 13.57% |
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, EBNAX achieves a -2.39% return, which is significantly higher than AWSHX's -5.27% return.
EBNAX
- 1D
- -0.25%
- 1M
- -4.93%
- YTD
- -2.39%
- 6M
- -0.08%
- 1Y
- 9.28%
- 3Y*
- 7.39%
- 5Y*
- 2.11%
- 10Y*
- —
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%
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EBNAX vs. AWSHX - Expense Ratio Comparison
EBNAX has a 0.98% expense ratio, which is higher than AWSHX's 0.58% expense ratio.
Return for Risk
EBNAX vs. AWSHX — Risk / Return Rank
EBNAX
AWSHX
EBNAX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Emerging Markets Bond Fund (EBNAX) 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.
| EBNAX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.12 | 0.76 | +1.36 |
Sortino ratioReturn per unit of downside risk | 2.92 | 1.19 | +1.73 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.17 | +0.26 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 0.96 | +1.08 |
Martin ratioReturn relative to average drawdown | 9.34 | 4.37 | +4.97 |
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
| EBNAX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.12 | 0.76 | +1.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.78 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.62 | -0.15 |
Correlation
The correlation between EBNAX and AWSHX is 0.37, 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
EBNAX vs. AWSHX - Dividend Comparison
EBNAX's dividend yield for the trailing twelve months is around 5.61%, less than AWSHX's 10.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EBNAX American Funds Emerging Markets Bond Fund | 5.61% | 6.12% | 7.26% | 5.45% | 5.39% | 4.85% | 4.89% | 6.09% | 5.90% | 6.59% | 1.85% | 0.00% |
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
EBNAX vs. AWSHX - Drawdown Comparison
The maximum EBNAX drawdown since its inception was -26.27%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for EBNAX and AWSHX.
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Drawdown Indicators
| EBNAX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.27% | -53.95% | +27.68% |
Max Drawdown (1Y)Largest decline over 1 year | -4.93% | -10.37% | +5.44% |
Max Drawdown (5Y)Largest decline over 5 years | -25.72% | -18.64% | -7.08% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.65% | — |
Current DrawdownCurrent decline from peak | -4.93% | -8.37% | +3.44% |
Average DrawdownAverage peak-to-trough decline | -5.96% | -6.43% | +0.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.08% | 2.29% | -1.21% |
Volatility
EBNAX vs. AWSHX - Volatility Comparison
The current volatility for American Funds Emerging Markets Bond Fund (EBNAX) is 2.23%, while American Funds Washington Mutual Investors Fund Class A (AWSHX) has a volatility of 3.58%. This indicates that EBNAX 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
| EBNAX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.23% | 3.58% | -1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 3.27% | 7.98% | -4.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.78% | 15.18% | -10.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.67% | 14.09% | -7.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.93% | 16.31% | -9.38% |