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Washington Mutual Investors Fund Class R-4 Shares: (MF: RWMEX)
(NASDAQ Mutual Funds) As of Aug 6, 2024 08:00 PM ET
$59.09 USD
+0.50 (0.85%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.25 | 28 |
| 3 months | 1.94 | 29 |
| 6 months | 11.25 | 28 |
| 1 Year | 21.11 | 26 |
| 3 Year | 9.77 | 14 |
| 5 Year | 12.43 | 28 |
| 10 Year | 10.93 | 20 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 100.08 |
| Bear Market (10/07 - 2/09) | -48.95 |
| Bull Market (2/09 - 3/21) | 696.86 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 21.11 |
| 5 Year | 12.42 |
| 10 Year | 10.93 |
| Since Inception | 11.80 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.12 | 1.94 | NA | NA |
| 2023 | 1.08 | 6.48 | -2.16 | 11.27 |
| 2022 | -1.97 | -11.25 | -6.08 | 11.59 |
| 2021 | 8.52 | 6.28 | -0.46 | 11.81 |
| 2020 | -21.54 | 16.45 | 5.82 | 11.40 |
| 2019 | 10.32 | 4.03 | 1.61 | 7.58 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.25 | 17.17 | -8.83 | 28.36 | 7.70 | 25.47 | -3.00 | 20.09 | 13.36 | -0.40 | 10.84 |
| % Total Return Rel to Index | -4.05 | -9.07 | 9.37 | -0.31 | -10.69 | -6.01 | 1.39 | -1.69 | 1.43 | -1.78 | -2.79 |
| % Total Return Rel to Peer | 2.42 | 1.88 | 1.95 | 4.02 | -0.50 | -0.16 | 4.56 | 2.68 | 2.04 | 2.81 | 1.95 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 | 1.00 | 2.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.39 | 0.93 | 0.79 | 0.79 | 0.85 | 0.85 | 0.82 | 0.82 | 0.76 | 0.72 | 0.70 |
| % Yield | 0.59 | 1.48 | 1.39 | 1.18 | 1.59 | 1.60 | 1.80 | 1.63 | 1.69 | 1.70 | 1.55 |
| Capital Gains ($) | 2.77 | 2.54 | 2.27 | 2.81 | 0.66 | 2.37 | 2.46 | 2.52 | 1.83 | 1.59 | 2.04 |
| Expense Ratio | 0.61 | 0.61 | 0.61 | 0.62 | 0.62 | 0.64 | 0.64 | 0.64 | 0.65 | 0.64 | 0.65 |
* 1 = Top 20%, 5 = Bottom 20%