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Washington Mutual Investors Fund Class R-5 Shares: (MF: RWMFX)
(NASDAQ Mutual Funds) As of Jul 16, 2024 08:00 PM ET
$62.55 USD
+0.55 (0.89%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.42 | 27 |
| 3 months | 2.04 | 28 |
| 6 months | 11.42 | 27 |
| 1 Year | 21.48 | 24 |
| 3 Year | 10.10 | 10 |
| 5 Year | 12.77 | 25 |
| 10 Year | 11.26 | 16 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -48.76 |
| Bull Market (2/09 - 3/21) | 734.31 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 21.48 |
| 5 Year | 12.76 |
| 10 Year | 11.26 |
| Since Inception | 9.94 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.19 | 2.04 | NA | NA |
| 2023 | 1.17 | 6.55 | -2.09 | 11.35 |
| 2022 | -1.90 | -11.18 | -6.02 | 11.67 |
| 2021 | 8.61 | 6.37 | -0.38 | 11.90 |
| 2020 | -21.48 | 16.54 | 5.89 | 11.46 |
| 2019 | 10.42 | 4.11 | 1.70 | 7.67 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.42 | 17.52 | -8.56 | 28.77 | 8.00 | 25.89 | -2.72 | 20.45 | 13.69 | -0.10 | 11.18 |
| % Total Return Rel to Index | -3.87 | -8.72 | 9.63 | 0.09 | -10.39 | -5.59 | 1.66 | -1.34 | 1.76 | -1.48 | -2.46 |
| % Total Return Rel to Peer | 2.59 | 2.24 | 2.22 | 4.43 | -0.20 | 0.25 | 4.83 | 3.04 | 2.37 | 3.11 | 2.29 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 2.00 | 1.00 | 3.00 | 3.00 | 1.00 | 2.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.48 | 1.09 | 0.95 | 0.96 | 0.99 | 0.99 | 0.95 | 0.95 | 0.88 | 0.84 | 0.82 |
| % Yield | 0.73 | 1.74 | 1.66 | 1.44 | 1.85 | 1.86 | 2.09 | 1.88 | 1.96 | 1.99 | 1.82 |
| Capital Gains ($) | 2.77 | 2.54 | 2.27 | 2.81 | 0.66 | 2.37 | 2.46 | 2.52 | 1.83 | 1.59 | 2.04 |
| Expense Ratio | 0.31 | 0.31 | 0.31 | 0.32 | 0.32 | 0.34 | 0.34 | 0.35 | 0.35 | 0.34 | 0.35 |
* 1 = Top 20%, 5 = Bottom 20%