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Washington Mutual Investors Fund Class R-2 Shares: (MF: RWMBX)
(NASDAQ Mutual Funds) As of Aug 8, 2024 08:00 PM ET
$59.04 USD
+1.21 (2.09%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.83 | 31 |
| 3 months | 1.77 | 30 |
| 6 months | 10.83 | 31 |
| 1 Year | 20.22 | 28 |
| 3 Year | 8.95 | 21 |
| 5 Year | 11.59 | 35 |
| 10 Year | 10.11 | 32 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 92.40 |
| Bear Market (10/07 - 2/09) | -49.48 |
| Bull Market (2/09 - 3/21) | 611.07 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 20.22 |
| 5 Year | 11.58 |
| 10 Year | 10.11 |
| Since Inception | 10.99 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.90 | 1.77 | NA | NA |
| 2023 | 0.90 | 6.27 | -2.35 | 11.08 |
| 2022 | -2.17 | -11.42 | -6.26 | 11.39 |
| 2021 | 8.31 | 6.10 | -0.65 | 11.61 |
| 2020 | -21.69 | 16.24 | 5.61 | 11.18 |
| 2019 | 10.12 | 3.84 | 1.41 | 7.37 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.83 | 16.30 | -9.52 | 27.43 | 6.89 | 24.53 | -3.72 | 19.20 | 12.54 | -1.08 | 10.04 |
| % Total Return Rel to Index | -4.46 | -9.94 | 8.68 | -1.24 | -11.50 | -6.95 | 0.66 | -2.59 | 0.60 | -2.47 | -3.60 |
| % Total Return Rel to Peer | 2.01 | 1.02 | 1.26 | 3.09 | -1.31 | -1.10 | 3.83 | 1.79 | 1.22 | 2.13 | 1.14 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 2.00 | 3.00 | 4.00 | 1.00 | 2.00 | 3.00 | 2.00 | 4.00 |
| % Dividends | 0.18 | 0.54 | 0.39 | 0.38 | 0.52 | 0.51 | 0.48 | 0.50 | 0.47 | 0.43 | 0.41 |
| % Yield | 0.27 | 0.85 | 0.69 | 0.59 | 0.98 | 0.98 | 1.07 | 0.99 | 1.05 | 1.04 | 0.91 |
| Capital Gains ($) | 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 | 1.36 | 1.35 | 1.37 | 1.38 | 1.39 | 1.39 | 1.39 | 1.36 | 1.34 | 1.35 |
* 1 = Top 20%, 5 = Bottom 20%