Washington Mutual Investors Fund Cl R-6 Shs: (MF: RWMGX)
(NASDAQ Mutual Funds) As of Oct 15, 2024 08:00 PM ET
$64.86 USD
-0.72 (-1.10%)
Latest Performance as of Aug 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 17.44 | 27 |
3 months | 8.30 | 8 |
6 months | 11.27 | 31 |
1 Year | 26.13 | 21 |
3 Year | 10.80 | 6 |
5 Year | 14.01 | 25 |
10 Year | 11.70 | 14 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
1 Year | 21.53 |
5 Year | 12.82 |
10 Year | 11.32 |
Since Inception | 13.65 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 9.20 | 2.05 | NA | NA |
2023 | 1.16 | 6.58 | -2.08 | 11.37 |
2022 | -1.89 | -11.17 | -6.00 | 11.69 |
2021 | 8.61 | 6.39 | -0.37 | 11.90 |
2020 | -21.47 | 16.57 | 5.89 | 11.48 |
2019 | 10.42 | 4.14 | 1.69 | 7.67 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 17.44 | 17.58 | -8.50 | 28.83 | 8.08 | 25.93 | -2.66 | 20.52 | 13.74 | -0.05 | 11.22 |
% Total Return Rel to Index | -2.09 | -8.66 | 9.69 | 0.15 | -10.32 | -5.56 | 1.72 | -1.27 | 1.80 | -1.44 | -2.41 |
% Total Return Rel to Peer | 2.63 | 2.30 | 2.28 | 4.49 | -0.12 | 0.28 | 4.89 | 3.11 | 2.42 | 3.16 | 2.33 |
% Perf Quintile vs Peer* | 0.00 | 2.00 | 2.00 | 1.00 | 3.00 | 3.00 | 1.00 | 2.00 | 3.00 | 2.00 | 3.00 |
% Dividends | 0.50 | 1.12 | 0.98 | 0.99 | 1.01 | 1.01 | 0.98 | 0.97 | 0.90 | 0.86 | 0.84 |
% Yield | 0.71 | 1.75 | 1.71 | 1.47 | 1.88 | 1.89 | 2.13 | 1.91 | 1.99 | 2.03 | 1.85 |
Capital Gains ($) | 2.77 | 2.54 | 2.27 | 2.81 | 0.66 | 2.37 | 2.46 | 2.52 | 1.83 | 1.59 | 2.04 |
Expense Ratio | 0.26 | 0.26 | 0.26 | 0.27 | 0.27 | 0.29 | 0.29 | 0.30 | 0.30 | 0.30 | 0.30 |
* 1 = Top 20%, 5 = Bottom 20%