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Washington Mutual Investors Fund Class 529-e Shares: (MF: CWMEX)
(NASDAQ Mutual Funds) As of Jul 26, 2024 08:00 PM ET
$60.64 USD
+0.74 (1.24%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.13 | 28 |
| 3 months | 1.89 | 29 |
| 6 months | 11.13 | 28 |
| 1 Year | 20.83 | 26 |
| 3 Year | 9.51 | 17 |
| 5 Year | 12.16 | 30 |
| 10 Year | 10.65 | 24 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 96.69 |
| Bear Market (10/07 - 2/09) | -49.18 |
| Bull Market (2/09 - 3/21) | 664.30 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 20.83 |
| 5 Year | 12.16 |
| 10 Year | 10.65 |
| Since Inception | 11.44 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.06 | 1.89 | NA | NA |
| 2023 | 1.02 | 6.40 | -2.21 | 11.19 |
| 2022 | -2.03 | -11.31 | -6.12 | 11.52 |
| 2021 | 8.47 | 6.22 | -0.52 | 11.74 |
| 2020 | -21.58 | 16.37 | 5.75 | 11.32 |
| 2019 | 10.28 | 3.96 | 1.55 | 7.52 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.13 | 16.86 | -9.04 | 28.09 | 7.43 | 25.20 | -3.25 | 19.79 | 13.04 | -0.65 | 10.53 |
| % Total Return Rel to Index | -4.17 | -9.37 | 9.16 | -0.59 | -10.96 | -6.28 | 1.13 | -2.00 | 1.10 | -2.04 | -3.11 |
| % Total Return Rel to Peer | 2.30 | 1.58 | 1.74 | 3.74 | -0.77 | -0.43 | 4.30 | 2.38 | 1.71 | 2.56 | 1.64 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 | 1.00 | 2.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.32 | 0.80 | 0.66 | 0.66 | 0.74 | 0.74 | 0.71 | 0.71 | 0.65 | 0.60 | 0.58 |
| % Yield | 0.50 | 1.31 | 1.20 | 1.02 | 1.43 | 1.43 | 1.59 | 1.44 | 1.49 | 1.47 | 1.32 |
| Capital Gains ($) | 2.77 | 2.54 | 2.27 | 2.81 | 0.66 | 2.37 | 2.46 | 2.52 | 1.83 | 1.59 | 2.04 |
| Expense Ratio | 0.85 | 0.85 | 0.85 | 0.85 | 0.85 | 0.89 | 0.89 | 0.90 | 0.92 | 0.92 | 0.94 |
* 1 = Top 20%, 5 = Bottom 20%