WSHFX vs. SSSYX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) and State Street Equity 500 Index Fund Class K (SSSYX).
WSHFX is managed by American Funds. It was launched on Aug 5, 2008. SSSYX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014.
Performance
WSHFX vs. SSSYX - Performance Comparison
Loading graphics...
WSHFX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSHFX American Funds Washington Mutual Investors Fund Class F-1 | -3.20% | 17.13% | 18.94% | 17.15% | -8.50% | 28.36% | 7.62% | 24.82% | -6.27% | 19.91% |
SSSYX State Street Equity 500 Index Fund Class K | -4.34% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 18.31% | 31.38% | -4.38% | 21.61% |
Returns By Period
In the year-to-date period, WSHFX achieves a -3.20% return, which is significantly higher than SSSYX's -4.34% return. Over the past 10 years, WSHFX has underperformed SSSYX with an annualized return of 11.99%, while SSSYX has yielded a comparatively higher 14.02% annualized return.
WSHFX
- 1D
- 2.21%
- 1M
- -5.86%
- YTD
- -3.20%
- 6M
- -1.44%
- 1Y
- 12.87%
- 3Y*
- 16.05%
- 5Y*
- 11.11%
- 10Y*
- 11.99%
SSSYX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.15%
- 1Y
- 17.29%
- 3Y*
- 18.28%
- 5Y*
- 11.75%
- 10Y*
- 14.02%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WSHFX vs. SSSYX - Expense Ratio Comparison
WSHFX has a 0.64% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
WSHFX vs. SSSYX — Risk / Return Rank
WSHFX
SSSYX
WSHFX vs. SSSYX - 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 State Street Equity 500 Index Fund Class K (SSSYX). 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 | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.97 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.33 | 1.49 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 1.52 | -0.18 |
Martin ratioReturn relative to average drawdown | 5.96 | 7.30 | -1.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WSHFX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.97 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.70 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.11 | +0.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.11 | +0.37 |
Correlation
The correlation between WSHFX and SSSYX is 0.94, 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
WSHFX vs. SSSYX - Dividend Comparison
WSHFX's dividend yield for the trailing twelve months is around 10.44%, more than SSSYX's 1.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSHFX American Funds Washington Mutual Investors Fund Class F-1 | 10.44% | 10.08% | 10.05% | 6.11% | 6.28% | 6.01% | 3.02% | 6.17% | 4.28% | 7.19% | 6.32% | 6.18% |
SSSYX State Street Equity 500 Index Fund Class K | 1.51% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
Drawdowns
WSHFX vs. SSSYX - Drawdown Comparison
The maximum WSHFX drawdown since its inception was -53.94%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for WSHFX and SSSYX.
Loading graphics...
Drawdown Indicators
| WSHFX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.94% | -91.48% | +37.54% |
Max Drawdown (1Y)Largest decline over 1 year | -10.36% | -12.10% | +1.74% |
Max Drawdown (5Y)Largest decline over 5 years | -18.69% | -24.49% | +5.80% |
Max Drawdown (10Y)Largest decline over 10 years | -34.67% | -91.48% | +56.81% |
Current DrawdownCurrent decline from peak | -6.36% | -6.22% | -0.14% |
Average DrawdownAverage peak-to-trough decline | -7.38% | -4.20% | -3.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.33% | 2.52% | -0.19% |
Volatility
WSHFX vs. SSSYX - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) is 4.41%, while State Street Equity 500 Index Fund Class K (SSSYX) has a volatility of 5.34%. This indicates that WSHFX experiences smaller price fluctuations and is considered to be less risky than SSSYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WSHFX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 5.34% | -0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 9.53% | -1.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 18.29% | -2.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 16.89% | -2.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 124.43% | -108.10% |