Washington Mutual Investors Fund Class 529-f-1 Shs: (MF: CWMFX)
(NASDAQ Mutual Funds) As of Aug 7, 2024 08:00 PM ET
$58.67 USD
-0.43 (-0.73%)
Latest Performance as of Jun 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 11.35 | 27 |
3 months | 2.01 | 28 |
6 months | 11.35 | 27 |
1 Year | 21.33 | 25 |
3 Year | 9.96 | 12 |
5 Year | 12.64 | 26 |
10 Year | 11.15 | 17 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 100.43 |
Bear Market (10/07 - 2/09) | -48.83 |
Bull Market (2/09 - 3/21) | 719.90 |
Load Adjusted Returns as of Jun 30, 2024
1 Year | 21.33 |
5 Year | 12.64 |
10 Year | 11.15 |
Since Inception | 11.79 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 9.15 | 2.01 | NA | NA |
2023 | 1.13 | 6.54 | -2.14 | 11.34 |
2022 | -1.92 | -11.22 | -6.04 | 11.64 |
2021 | 8.57 | 6.33 | -0.42 | 11.85 |
2020 | -21.50 | 16.53 | 5.87 | 11.44 |
2019 | 10.40 | 4.09 | 1.67 | 7.64 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 11.35 | 17.39 | -8.68 | 28.60 | 7.93 | 25.76 | -2.78 | 20.33 | 13.58 | -0.21 | 11.04 |
% Total Return Rel to Index | -3.95 | -8.84 | 9.52 | -0.08 | -10.47 | -5.72 | 1.61 | -1.46 | 1.64 | -1.60 | -2.60 |
% Total Return Rel to Peer | 2.52 | 2.11 | 2.10 | 4.26 | -0.27 | 0.12 | 4.78 | 2.92 | 2.25 | 3.00 | 2.15 |
% Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 | 1.00 | 2.00 | 3.00 | 2.00 | 3.00 |
% Dividends | 0.45 | 1.03 | 0.89 | 0.89 | 0.96 | 0.95 | 0.92 | 0.91 | 0.84 | 0.79 | 0.77 |
% Yield | 0.69 | 1.68 | 1.59 | 1.37 | 1.83 | 1.84 | 2.07 | 1.85 | 1.91 | 1.92 | 1.75 |
Capital Gains ($) | 2.77 | 2.54 | 2.27 | 2.81 | 0.66 | 2.37 | 2.46 | 2.52 | 1.83 | 1.59 | 2.04 |
Expense Ratio | 0.43 | 0.44 | 0.43 | 0.40 | 0.40 | 0.42 | 0.42 | 0.44 | 0.46 | 0.45 | 0.47 |
* 1 = Top 20%, 5 = Bottom 20%