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Washington Mutual Investors Fund Class 529-c Shares: (MF: CWMCX)
(NASDAQ Mutual Funds) As of Aug 9, 2024 08:00 PM ET
$59.95 USD
+0.24 (0.40%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.84 | 31 |
| 3 months | 1.77 | 30 |
| 6 months | 10.84 | 31 |
| 1 Year | 20.22 | 29 |
| 3 Year | 8.94 | 22 |
| 5 Year | 11.59 | 36 |
| 10 Year | 10.08 | 32 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 91.64 |
| Bear Market (10/07 - 2/09) | -49.52 |
| Bull Market (2/09 - 3/21) | 606.12 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 20.21 |
| 5 Year | 11.58 |
| 10 Year | 10.08 |
| Since Inception | 10.89 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.91 | 1.77 | NA | NA |
| 2023 | 0.88 | 6.27 | -2.35 | 11.06 |
| 2022 | -2.14 | -11.43 | -6.26 | 11.37 |
| 2021 | 8.33 | 6.08 | -0.64 | 11.58 |
| 2020 | -21.67 | 16.22 | 5.62 | 11.17 |
| 2019 | 10.12 | 3.85 | 1.42 | 7.38 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.84 | 16.27 | -9.51 | 27.42 | 6.89 | 24.57 | -3.73 | 19.17 | 12.44 | -1.18 | 9.95 |
| % Total Return Rel to Index | -4.45 | -9.97 | 8.68 | -1.25 | -11.51 | -6.91 | 0.66 | -2.61 | 0.50 | -2.57 | -3.69 |
| % Total Return Rel to Peer | 2.01 | 0.98 | 1.27 | 3.08 | -1.31 | -1.06 | 3.82 | 1.76 | 1.12 | 2.03 | 1.06 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 2.00 | 3.00 | 4.00 | 1.00 | 2.00 | 3.00 | 2.00 | 4.00 |
| % Dividends | 0.16 | 0.51 | 0.37 | 0.37 | 0.49 | 0.51 | 0.47 | 0.42 | 0.44 | 0.39 | 0.37 |
| % Yield | 0.26 | 0.82 | 0.67 | 0.57 | 0.94 | 0.98 | 1.05 | 0.85 | 1.01 | 0.96 | 0.84 |
| Capital Gains ($) | 2.77 | 2.54 | 2.27 | 2.81 | 0.66 | 2.37 | 2.46 | 2.52 | 1.83 | 1.59 | 2.04 |
| Expense Ratio | 1.37 | 1.38 | 1.36 | 1.35 | 1.37 | 1.39 | 1.42 | 1.43 | 1.45 | 1.45 | 1.47 |
* 1 = Top 20%, 5 = Bottom 20%