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Washington Mutual Investors Fund - Class R2e: (MF: RWEBX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$60.77 USD
-0.36 (-0.59%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.01 | 29 |
| 3 months | 1.85 | 30 |
| 6 months | 11.01 | 29 |
| 1 Year | 20.57 | 27 |
| 3 Year | 9.27 | 19 |
| 5 Year | 11.92 | 33 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 20.57 |
| 5 Year | 11.91 |
| 10 Year | NA |
| Since Inception | 10.48 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.99 | 1.85 | NA | NA |
| 2023 | 0.98 | 6.35 | -2.27 | 11.14 |
| 2022 | -2.08 | -11.36 | -6.18 | 11.45 |
| 2021 | 8.41 | 6.17 | -0.57 | 11.67 |
| 2020 | -21.62 | 16.30 | 5.69 | 11.26 |
| 2019 | 10.22 | 3.92 | 1.49 | 7.46 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.01 | 16.64 | -9.25 | 27.80 | 7.19 | 24.93 | -3.44 | 19.59 | 12.82 | -0.54 |
| % Total Return Rel to Index | -4.28 | -9.60 | 8.95 | -0.87 | -11.20 | -6.55 | 0.95 | -2.20 | 0.88 | -1.93 |
| % Total Return Rel to Peer | 2.18 | 1.36 | 1.53 | 3.46 | -1.01 | -0.70 | 4.12 | 2.18 | 1.50 | 2.67 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 4.00 | 1.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.26 | 0.69 | 0.55 | 0.53 | 0.64 | 0.65 | 0.63 | 0.64 | 0.59 | 0.72 |
| % Yield | 0.39 | 1.11 | 0.98 | 0.81 | 1.21 | 1.22 | 1.38 | 1.27 | 1.32 | 1.73 |
| Capital Gains ($) | 2.77 | 2.54 | 2.27 | 2.81 | 0.66 | 2.37 | 2.46 | 2.53 | 1.83 | 1.59 |
| Expense Ratio | 1.06 | 1.06 | 1.06 | 1.08 | 1.08 | 1.09 | 1.09 | 1.10 | 1.12 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%