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Washington Mutual Investors Fund Class R-1 Shares: (MF: RWMAX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$60.89 USD
+0.28 (0.46%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.84 | 31 |
| 3 months | 1.77 | 30 |
| 6 months | 10.84 | 31 |
| 1 Year | 20.22 | 29 |
| 3 Year | 8.96 | 21 |
| 5 Year | 11.60 | 35 |
| 10 Year | 10.11 | 32 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 92.22 |
| Bear Market (10/07 - 2/09) | -49.45 |
| Bull Market (2/09 - 3/21) | 610.66 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 20.21 |
| 5 Year | 11.59 |
| 10 Year | 10.11 |
| Since Inception | 10.95 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.90 | 1.77 | NA | NA |
| 2023 | 0.92 | 6.27 | -2.35 | 11.06 |
| 2022 | -2.15 | -11.41 | -6.25 | 11.37 |
| 2021 | 8.32 | 6.11 | -0.65 | 11.60 |
| 2020 | -21.68 | 16.25 | 5.61 | 11.17 |
| 2019 | 10.13 | 3.84 | 1.40 | 7.38 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.84 | 16.32 | -9.50 | 27.44 | 6.89 | 24.54 | -3.70 | 19.18 | 12.52 | -1.12 | 10.00 |
| % Total Return Rel to Index | -4.46 | -9.92 | 8.70 | -1.24 | -11.50 | -6.94 | 0.68 | -2.61 | 0.58 | -2.51 | -3.64 |
| % Total Return Rel to Peer | 2.01 | 1.04 | 1.28 | 3.10 | -1.31 | -1.09 | 3.85 | 1.77 | 1.19 | 2.09 | 1.11 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 2.00 | 3.00 | 4.00 | 1.00 | 2.00 | 3.00 | 2.00 | 4.00 |
| % Dividends | 0.17 | 0.54 | 0.39 | 0.38 | 0.51 | 0.51 | 0.47 | 0.49 | 0.46 | 0.41 | 0.39 |
| % Yield | 0.27 | 0.84 | 0.69 | 0.58 | 0.97 | 0.97 | 1.04 | 0.98 | 1.04 | 0.99 | 0.88 |
| Capital Gains ($) | 2.77 | 2.54 | 2.27 | 2.81 | 0.66 | 2.37 | 2.46 | 2.52 | 1.83 | 1.59 | 2.04 |
| Expense Ratio | 1.35 | 1.34 | 1.35 | 1.35 | 1.35 | 1.39 | 1.39 | 1.39 | 1.39 | 1.38 | 1.39 |
* 1 = Top 20%, 5 = Bottom 20%