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Washington Mutual Investors Fund Class R-3 Shares: (MF: RWMCX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$61.05 USD
+0.28 (0.46%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.08 | 29 |
| 3 months | 1.88 | 29 |
| 6 months | 11.08 | 29 |
| 1 Year | 20.75 | 26 |
| 3 Year | 9.44 | 18 |
| 5 Year | 12.09 | 31 |
| 10 Year | 10.60 | 25 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 96.86 |
| Bear Market (10/07 - 2/09) | -49.16 |
| Bull Market (2/09 - 3/21) | 660.73 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 20.75 |
| 5 Year | 12.08 |
| 10 Year | 10.60 |
| Since Inception | 11.44 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.03 | 1.88 | NA | NA |
| 2023 | 1.02 | 6.39 | -2.25 | 11.20 |
| 2022 | -2.04 | -11.31 | -6.16 | 11.49 |
| 2021 | 8.43 | 6.23 | -0.54 | 11.72 |
| 2020 | -21.59 | 16.36 | 5.73 | 11.28 |
| 2019 | 10.25 | 3.97 | 1.52 | 7.50 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.08 | 16.83 | -9.11 | 27.99 | 7.36 | 25.11 | -3.29 | 19.71 | 13.01 | -0.67 | 10.51 |
| % Total Return Rel to Index | -4.21 | -9.41 | 9.08 | -0.68 | -11.03 | -6.37 | 1.09 | -2.08 | 1.07 | -2.06 | -3.12 |
| % Total Return Rel to Peer | 2.25 | 1.55 | 1.67 | 3.65 | -0.84 | -0.52 | 4.26 | 2.30 | 1.69 | 2.53 | 1.62 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 | 1.00 | 2.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.30 | 0.77 | 0.63 | 0.62 | 0.71 | 0.71 | 0.68 | 0.69 | 0.64 | 0.59 | 0.57 |
| % Yield | 0.46 | 1.23 | 1.10 | 0.94 | 1.34 | 1.35 | 1.50 | 1.36 | 1.43 | 1.42 | 1.27 |
| Capital Gains ($) | 2.77 | 2.54 | 2.27 | 2.81 | 0.66 | 2.37 | 2.46 | 2.52 | 1.83 | 1.59 | 2.04 |
| Expense Ratio | 0.91 | 0.91 | 0.91 | 0.92 | 0.93 | 0.94 | 0.94 | 0.95 | 0.95 | 0.94 | 0.95 |
* 1 = Top 20%, 5 = Bottom 20%