WSHFX vs. NBSRX

Last updated Jun 4, 2026

WSHFX (American Funds Washington Mutual Investors Fund Class F-1) and NBSRX (Neuberger Berman Sustainable Equity Fund) are both Large Cap Blend Equities funds. Over the past 10 years, WSHFX returned 12.76%/yr vs 14.36%/yr for NBSRX. Their correlation of 0.91 suggests significant overlap in exposure. WSHFX charges 0.64%/yr vs 0.85%/yr for NBSRX.

Performance

WSHFX vs. NBSRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) and Neuberger Berman Sustainable Equity Fund (NBSRX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, WSHFX achieves a 5.86% return, which is significantly lower than NBSRX's 11.18% return. Over the past 10 years, WSHFX has underperformed NBSRX with an annualized return of 12.76%, while NBSRX has yielded a comparatively higher 14.36% annualized return.

WSHFX

• 1D: 0.40%
• 1M: 2.80%
• YTD: 5.86%
• 6M: 5.98%
• 1Y: 17.49%
• 3Y*: 18.18%
• 5Y*: 11.85%
• 10Y*: 12.76%

NBSRX

• 1D: -0.42%
• 1M: 3.23%
• YTD: 11.18%
• 6M: 16.70%
• 1Y: 27.64%
• 3Y*: 24.06%
• 5Y*: 13.65%
• 10Y*: 14.36%

*Multi-year figures are annualized to reflect compound growth (CAGR)

WSHFX vs. NBSRX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
WSHFX American Funds Washington Mutual Investors Fund Class F-1	5.86%	17.13%	18.94%	17.15%	-8.50%	28.36%	7.62%	24.82%	-6.27%	19.91%
NBSRX Neuberger Berman Sustainable Equity Fund	11.18%	17.37%	28.23%	26.76%	-18.81%	23.30%	19.35%	25.95%	-6.00%	18.84%

Correlation

The correlation between WSHFX and NBSRX is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.78
Correlation (3Y) Calculated over the trailing 3-year period	0.85
Correlation (5Y) Calculated over the trailing 5-year period	0.90
Correlation (10Y) Calculated over the trailing 10-year period	0.91
Correlation (All Time) Calculated using the full available price history since Mar 16, 2001	0.91

The correlation between WSHFX and NBSRX shifts across timeframes, from 0.78 (1 year) to 0.91 (all time), reflecting how their relationship changes across market environments.

Return for Risk

WSHFX vs. NBSRX — Risk / Return Rank

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

WSHFX

WSHFX Risk / Return Rank: 38
WSHFX Sharpe Ratio Rank: 37
WSHFX Sortino Ratio Rank: 37
WSHFX Omega Ratio Rank: 37
WSHFX Calmar Ratio Rank: 33
WSHFX Martin Ratio Rank: 44

NBSRX

NBSRX Risk / Return Rank: 55
NBSRX Sharpe Ratio Rank: 52
NBSRX Sortino Ratio Rank: 56
NBSRX Omega Ratio Rank: 52
NBSRX Calmar Ratio Rank: 54
NBSRX Martin Ratio Rank: 61

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WSHFX vs. NBSRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) and Neuberger Berman Sustainable Equity Fund (NBSRX). 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.

	WSHFX	NBSRX	Difference
Sharpe ratio: Return per unit of total volatility	1.77	2.13	-0.36
Sortino ratio: Return per unit of downside risk	2.52	3.14	-0.62
Omega ratio: Gain probability vs. loss probability	1.32	1.40	-0.08
Calmar ratio: Return relative to maximum drawdown	2.17	2.80	-0.63
Martin ratio: Return relative to average drawdown	9.40	12.04	-2.64
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WSHFX vs. NBSRX - Sharpe Ratio Comparison

The current WSHFX Sharpe Ratio is 1.77, which is comparable to the NBSRX Sharpe Ratio of 2.13. The chart below compares the historical Sharpe Ratios of WSHFX and NBSRX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	WSHFX	NBSRX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.77	2.13	-0.36
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.84	0.85	-0.01
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.78	0.82	-0.04
Sharpe Ratio (All Time) Calculated using the full available price history	0.50	0.59	-0.09

Drawdowns

WSHFX vs. NBSRX - Drawdown Comparison

The maximum WSHFX drawdown since its inception was -53.94%, roughly equal to the maximum NBSRX drawdown of -53.74%. Use the drawdown chart below to compare losses from any high point for WSHFX and NBSRX.

Drawdown Indicators

	WSHFX	NBSRX	Difference
Max Drawdown Largest peak-to-trough decline	-53.94%	-53.74%	-0.20%
Max Drawdown (1Y) Largest decline over 1 year	-8.38%	-10.03%	+1.65%
Max Drawdown (3Y) Largest decline over 3 years	-14.65%	-16.28%	+1.63%
Max Drawdown (5Y) Largest decline over 5 years	-18.69%	-25.39%	+6.70%
Max Drawdown (10Y) Largest decline over 10 years	-34.67%	-34.07%	-0.60%
Current Drawdown Current decline from peak	0.00%	-0.42%	+0.42%
Average Drawdown Average peak-to-trough decline	-7.34%	-7.06%	-0.28%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.94%	2.32%	-0.38%

Volatility

WSHFX vs. NBSRX - Volatility Comparison

The current volatility for American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) is 2.42%, while Neuberger Berman Sustainable Equity Fund (NBSRX) has a volatility of 2.86%. This indicates that WSHFX experiences smaller price fluctuations and is considered to be less risky than NBSRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WSHFX	NBSRX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.42%	2.86%	-0.44%
Volatility (6M) Calculated over the trailing 6-month period	7.89%	10.48%	-2.59%
Volatility (1Y) Calculated over the trailing 1-year period	10.31%	13.17%	-2.86%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.11%	16.14%	-2.03%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.33%	17.49%	-1.16%

WSHFX vs. NBSRX - Expense Ratio Comparison

WSHFX has a 0.64% expense ratio, which is lower than NBSRX's 0.85% expense ratio.

Dividends

WSHFX vs. NBSRX - Dividend Comparison

WSHFX's dividend yield for the trailing twelve months is around 9.55%, more than NBSRX's 2.12% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
NBSRX Neuberger Berman Sustainable Equity Fund	2.12%	2.35%	5.88%	9.72%	10.06%	10.35%	6.16%	9.08%	10.03%	6.14%	4.53%	6.40%
WSHFX American Funds Washington Mutual Investors Fund Class F-1	9.55%	10.08%	10.05%	6.11%	6.28%	6.01%	3.02%	6.17%	4.28%	7.19%	6.32%	6.18%

Frequently Asked Questions

Can I hold both WSHFX and NBSRX in my portfolio?

WSHFX and NBSRX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, WSHFX or NBSRX?

NBSRX has higher volatility (2.86%) compared to WSHFX (2.42%). In terms of maximum drawdown, WSHFX dropped -53.94% vs NBSRX's -53.74%.

Which has better risk-adjusted returns?

NBSRX currently has the higher Sharpe Ratio (2.13 vs 1.77), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.