NBARX vs. AWSHX
Compare and contrast key facts about American Funds Retirement Income Portfolio - Moderate (NBARX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
NBARX is managed by American Funds. It was launched on Aug 27, 2015. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
NBARX vs. AWSHX - Performance Comparison
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NBARX vs. AWSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBARX American Funds Retirement Income Portfolio - Moderate | -0.15% | 15.67% | 9.16% | 9.25% | -10.06% | 12.14% | 7.41% | 15.42% | -3.81% | 11.18% |
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% | 20.03% |
Returns By Period
In the year-to-date period, NBARX achieves a -0.15% return, which is significantly higher than AWSHX's -3.17% return. Over the past 10 years, NBARX has underperformed AWSHX with an annualized return of 6.72%, while AWSHX has yielded a comparatively higher 12.07% annualized return.
NBARX
- 1D
- 1.27%
- 1M
- -4.29%
- YTD
- -0.15%
- 6M
- 1.94%
- 1Y
- 11.98%
- 3Y*
- 10.35%
- 5Y*
- 5.99%
- 10Y*
- 6.72%
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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NBARX vs. AWSHX - Expense Ratio Comparison
NBARX has a 0.32% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Return for Risk
NBARX vs. AWSHX — Risk / Return Rank
NBARX
AWSHX
NBARX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Retirement Income Portfolio - Moderate (NBARX) 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.
| NBARX | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.55 | 0.86 | +0.69 |
Sortino ratioReturn per unit of downside risk | 2.14 | 1.34 | +0.80 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.19 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.04 | 1.35 | +0.70 |
Martin ratioReturn relative to average drawdown | 8.60 | 6.00 | +2.59 |
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
| NBARX | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.55 | 0.86 | +0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.80 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.74 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.62 | +0.23 |
Correlation
The correlation between NBARX and AWSHX is 0.90, 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
NBARX vs. AWSHX - Dividend Comparison
NBARX's dividend yield for the trailing twelve months is around 5.18%, less than AWSHX's 10.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBARX American Funds Retirement Income Portfolio - Moderate | 5.18% | 5.69% | 3.25% | 3.46% | 5.04% | 3.48% | 3.97% | 3.87% | 3.89% | 2.50% | 2.55% | 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
NBARX vs. AWSHX - Drawdown Comparison
The maximum NBARX drawdown since its inception was -18.50%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for NBARX and AWSHX.
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Drawdown Indicators
| NBARX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.50% | -53.95% | +35.45% |
Max Drawdown (1Y)Largest decline over 1 year | -6.17% | -10.37% | +4.20% |
Max Drawdown (5Y)Largest decline over 5 years | -16.86% | -18.64% | +1.78% |
Max Drawdown (10Y)Largest decline over 10 years | -18.50% | -34.65% | +16.15% |
Current DrawdownCurrent decline from peak | -4.70% | -6.35% | +1.65% |
Average DrawdownAverage peak-to-trough decline | -2.70% | -6.43% | +3.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.47% | 2.32% | -0.85% |
Volatility
NBARX vs. AWSHX - Volatility Comparison
The current volatility for American Funds Retirement Income Portfolio - Moderate (NBARX) is 3.21%, while American Funds Washington Mutual Investors Fund Class A (AWSHX) has a volatility of 4.41%. This indicates that NBARX 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
| NBARX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.21% | 4.41% | -1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 4.93% | 8.28% | -3.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.98% | 15.30% | -7.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.93% | 14.12% | -6.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.20% | 16.33% | -8.13% |