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Washington Mutual Investors Fund Cl F-2 Shs: (MF: WMFFX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$61.72 USD
+0.28 (0.46%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.38 | 27 |
| 3 months | 2.02 | 28 |
| 6 months | 11.38 | 27 |
| 1 Year | 21.41 | 24 |
| 3 Year | 10.03 | 10 |
| 5 Year | 12.70 | 25 |
| 10 Year | 11.20 | 17 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 727.37 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 21.41 |
| 5 Year | 12.69 |
| 10 Year | 11.20 |
| Since Inception | 10.72 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.17 | 2.02 | NA | NA |
| 2023 | 1.14 | 6.54 | -2.11 | 11.34 |
| 2022 | -1.92 | -11.20 | -6.01 | 11.66 |
| 2021 | 8.60 | 6.35 | -0.40 | 11.87 |
| 2020 | -21.48 | 16.51 | 5.88 | 11.45 |
| 2019 | 10.38 | 4.10 | 1.69 | 7.62 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.38 | 17.45 | -8.61 | 28.70 | 7.94 | 25.77 | -2.72 | 20.37 | 13.64 | -0.15 | 11.11 |
| % Total Return Rel to Index | -3.91 | -8.79 | 9.59 | 0.02 | -10.45 | -5.71 | 1.66 | -1.42 | 1.70 | -1.54 | -2.53 |
| % Total Return Rel to Peer | 2.55 | 2.16 | 2.17 | 4.36 | -0.26 | 0.13 | 4.83 | 2.96 | 2.31 | 3.06 | 2.22 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 1.00 | 3.00 | 3.00 | 1.00 | 2.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.46 | 1.06 | 0.92 | 0.93 | 0.96 | 0.96 | 0.94 | 0.93 | 0.86 | 0.81 | 0.80 |
| % Yield | 0.71 | 1.73 | 1.65 | 1.42 | 1.83 | 1.84 | 2.10 | 1.86 | 1.94 | 1.97 | 1.81 |
| Capital Gains ($) | 2.77 | 2.54 | 2.27 | 2.81 | 0.66 | 2.37 | 2.46 | 2.52 | 1.83 | 1.59 | 2.04 |
| Expense Ratio | 0.37 | 0.37 | 0.37 | 0.37 | 0.38 | 0.38 | 0.38 | 0.41 | 0.41 | 0.40 | 0.41 |
* 1 = Top 20%, 5 = Bottom 20%