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Washington Mutual Investors Fund Class 529-a Shares: (MF: CWMAX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$61.61 USD
+0.28 (0.46%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.26 | 28 |
| 3 months | 1.95 | 29 |
| 6 months | 11.26 | 28 |
| 1 Year | 21.12 | 25 |
| 3 Year | 9.77 | 14 |
| 5 Year | 12.43 | 27 |
| 10 Year | 10.92 | 21 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 100.12 |
| Bear Market (10/07 - 2/09) | -48.98 |
| Bull Market (2/09 - 3/21) | 694.03 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 17.03 |
| 5 Year | 11.66 |
| 10 Year | 10.54 |
| Since Inception | 11.71 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.12 | 1.95 | NA | NA |
| 2023 | 1.09 | 6.47 | -2.15 | 11.26 |
| 2022 | -1.97 | -11.26 | -6.08 | 11.59 |
| 2021 | 8.53 | 6.30 | -0.46 | 11.80 |
| 2020 | -21.54 | 16.46 | 5.79 | 11.37 |
| 2019 | 10.33 | 4.02 | 1.62 | 7.58 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.26 | 17.18 | -8.83 | 28.40 | 7.67 | 25.48 | -3.00 | 20.07 | 13.32 | -0.41 | 10.78 |
| % Total Return Rel to Index | -4.04 | -9.06 | 9.37 | -0.27 | -10.73 | -6.00 | 1.38 | -1.71 | 1.38 | -1.80 | -2.86 |
| % Total Return Rel to Peer | 2.43 | 1.90 | 1.95 | 4.06 | -0.53 | -0.15 | 4.55 | 2.66 | 2.00 | 2.80 | 1.88 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 | 1.00 | 2.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.39 | 0.93 | 0.80 | 0.79 | 0.85 | 0.85 | 0.82 | 0.82 | 0.75 | 0.70 | 0.68 |
| % Yield | 0.61 | 1.52 | 1.43 | 1.22 | 1.62 | 1.63 | 1.82 | 1.65 | 1.70 | 1.70 | 1.54 |
| Capital Gains ($) | 2.77 | 2.54 | 2.27 | 2.81 | 0.66 | 2.37 | 2.46 | 2.52 | 1.83 | 1.59 | 2.04 |
| Expense Ratio | 0.61 | 0.61 | 0.60 | 0.62 | 0.63 | 0.65 | 0.65 | 0.66 | 0.68 | 0.68 | 0.69 |
* 1 = Top 20%, 5 = Bottom 20%