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SLASX vs. AWSHX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between SLASX and AWSHX is 0.86, 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.


-0.50.00.51.00.9

Performance

SLASX vs. AWSHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Selected American Shares Fund (SLASX) and American Funds Washington Mutual Investors Fund Class A (AWSHX). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
-0.62%
4.66%
SLASX
AWSHX

Key characteristics

Sharpe Ratio

SLASX:

0.13

AWSHX:

0.98

Sortino Ratio

SLASX:

0.27

AWSHX:

1.30

Omega Ratio

SLASX:

1.05

AWSHX:

1.19

Calmar Ratio

SLASX:

0.10

AWSHX:

1.57

Martin Ratio

SLASX:

0.38

AWSHX:

4.74

Ulcer Index

SLASX:

6.65%

AWSHX:

2.61%

Daily Std Dev

SLASX:

19.05%

AWSHX:

12.60%

Max Drawdown

SLASX:

-58.43%

AWSHX:

-53.26%

Current Drawdown

SLASX:

-18.01%

AWSHX:

-1.79%

Returns By Period

In the year-to-date period, SLASX achieves a 8.06% return, which is significantly higher than AWSHX's 5.33% return. Over the past 10 years, SLASX has underperformed AWSHX with an annualized return of -0.28%, while AWSHX has yielded a comparatively higher 6.44% annualized return.


SLASX

YTD

8.06%

1M

4.84%

6M

-0.62%

1Y

-0.04%

5Y*

1.56%

10Y*

-0.28%

AWSHX

YTD

5.33%

1M

4.11%

6M

4.66%

1Y

10.60%

5Y*

7.34%

10Y*

6.44%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


SLASX vs. AWSHX - Expense Ratio Comparison

SLASX has a 0.98% expense ratio, which is higher than AWSHX's 0.58% expense ratio.


SLASX
Selected American Shares Fund
Expense ratio chart for SLASX: current value at 0.98% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.98%
Expense ratio chart for AWSHX: current value at 0.58% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.58%

Risk-Adjusted Performance

SLASX vs. AWSHX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SLASX
The Risk-Adjusted Performance Rank of SLASX is 88
Overall Rank
The Sharpe Ratio Rank of SLASX is 77
Sharpe Ratio Rank
The Sortino Ratio Rank of SLASX is 77
Sortino Ratio Rank
The Omega Ratio Rank of SLASX is 88
Omega Ratio Rank
The Calmar Ratio Rank of SLASX is 88
Calmar Ratio Rank
The Martin Ratio Rank of SLASX is 88
Martin Ratio Rank

AWSHX
The Risk-Adjusted Performance Rank of AWSHX is 5959
Overall Rank
The Sharpe Ratio Rank of AWSHX is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of AWSHX is 4848
Sortino Ratio Rank
The Omega Ratio Rank of AWSHX is 5454
Omega Ratio Rank
The Calmar Ratio Rank of AWSHX is 7979
Calmar Ratio Rank
The Martin Ratio Rank of AWSHX is 6262
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SLASX vs. AWSHX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Selected American Shares Fund (SLASX) 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.


Sharpe ratio
The chart of Sharpe ratio for SLASX, currently valued at 0.13, compared to the broader market-1.000.001.002.003.004.000.130.98
The chart of Sortino ratio for SLASX, currently valued at 0.27, compared to the broader market0.002.004.006.008.0010.0012.000.271.30
The chart of Omega ratio for SLASX, currently valued at 1.05, compared to the broader market1.002.003.004.001.051.19
The chart of Calmar ratio for SLASX, currently valued at 0.10, compared to the broader market0.005.0010.0015.0020.000.101.57
The chart of Martin ratio for SLASX, currently valued at 0.38, compared to the broader market0.0020.0040.0060.0080.000.384.74
SLASX
AWSHX

The current SLASX Sharpe Ratio is 0.13, which is lower than the AWSHX Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of SLASX and AWSHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50SeptemberOctoberNovemberDecember2025February
0.13
0.98
SLASX
AWSHX

Dividends

SLASX vs. AWSHX - Dividend Comparison

SLASX's dividend yield for the trailing twelve months is around 0.86%, less than AWSHX's 1.33% yield.


TTM20242023202220212020201920182017201620152014
SLASX
Selected American Shares Fund
0.86%0.93%0.86%0.92%0.17%0.36%1.11%0.63%0.37%0.77%0.77%0.48%
AWSHX
American Funds Washington Mutual Investors Fund Class A
1.33%1.40%1.67%1.95%1.41%1.73%1.83%2.09%1.87%1.92%2.11%2.04%

Drawdowns

SLASX vs. AWSHX - Drawdown Comparison

The maximum SLASX drawdown since its inception was -58.43%, which is greater than AWSHX's maximum drawdown of -53.26%. Use the drawdown chart below to compare losses from any high point for SLASX and AWSHX. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-18.01%
-1.79%
SLASX
AWSHX

Volatility

SLASX vs. AWSHX - Volatility Comparison

Selected American Shares Fund (SLASX) and American Funds Washington Mutual Investors Fund Class A (AWSHX) have volatilities of 2.73% and 2.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%SeptemberOctoberNovemberDecember2025February
2.73%
2.76%
SLASX
AWSHX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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