FCQTX vs. AWSHX
Compare and contrast key facts about American Funds 2065 Target Date Retirement Fund (FCQTX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
FCQTX is managed by American Funds. It was launched on Mar 26, 2020. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
FCQTX vs. AWSHX - Performance Comparison
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FCQTX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
FCQTX American Funds 2065 Target Date Retirement Fund | -3.37% | 20.74% | 15.64% | 21.56% | -19.63% | 17.34% | 47.06% |
AWSHX American Funds Washington Mutual Investors Fund Class A | -3.17% | 17.20% | 19.02% | 17.21% | -8.45% | 28.44% | 39.43% |
Returns By Period
In the year-to-date period, FCQTX achieves a -3.37% return, which is significantly lower than AWSHX's -3.17% return.
FCQTX
- 1D
- 2.74%
- 1M
- -6.47%
- YTD
- -3.37%
- 6M
- -0.75%
- 1Y
- 18.43%
- 3Y*
- 15.53%
- 5Y*
- 7.94%
- 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%
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FCQTX vs. AWSHX - Expense Ratio Comparison
FCQTX has a 0.01% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Return for Risk
FCQTX vs. AWSHX — Risk / Return Rank
FCQTX
AWSHX
FCQTX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2065 Target Date Retirement Fund (FCQTX) 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.
| FCQTX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 0.86 | +0.38 |
Sortino ratioReturn per unit of downside risk | 1.85 | 1.34 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.19 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.85 | 1.35 | +0.50 |
Martin ratioReturn relative to average drawdown | 7.89 | 6.00 | +1.89 |
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
| FCQTX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 0.86 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.80 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.98 | 0.62 | +0.36 |
Correlation
The correlation between FCQTX and AWSHX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FCQTX vs. AWSHX - Dividend Comparison
FCQTX's dividend yield for the trailing twelve months is around 4.83%, less than AWSHX's 10.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCQTX American Funds 2065 Target Date Retirement Fund | 4.83% | 4.67% | 2.80% | 1.99% | 3.96% | 1.54% | 0.72% | 0.00% | 0.00% | 0.00% | 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
FCQTX vs. AWSHX - Drawdown Comparison
The maximum FCQTX drawdown since its inception was -27.34%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for FCQTX and AWSHX.
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Drawdown Indicators
| FCQTX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.34% | -53.95% | +26.61% |
Max Drawdown (1Y)Largest decline over 1 year | -10.21% | -10.37% | +0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -27.34% | -18.64% | -8.70% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.65% | — |
Current DrawdownCurrent decline from peak | -7.36% | -6.35% | -1.01% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -6.43% | +0.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 2.32% | +0.07% |
Volatility
FCQTX vs. AWSHX - Volatility Comparison
American Funds 2065 Target Date Retirement Fund (FCQTX) has a higher volatility of 5.61% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 4.41%. This indicates that FCQTX's price experiences larger fluctuations and is considered to be riskier 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
| FCQTX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.61% | 4.41% | +1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 9.44% | 8.28% | +1.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.36% | 15.30% | +0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.63% | 14.12% | +0.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.09% | 16.33% | -1.24% |