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Washington Mutual Fd Invs Fd Cl C Shs: (MF: WSHCX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$60.66 USD
+0.27 (0.45%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.87 | 30 |
| 3 months | 1.78 | 30 |
| 6 months | 10.87 | 30 |
| 1 Year | 20.26 | 28 |
| 3 Year | 8.99 | 20 |
| 5 Year | 11.63 | 35 |
| 10 Year | 10.14 | 32 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 92.56 |
| Bear Market (10/07 - 2/09) | -49.47 |
| Bull Market (2/09 - 3/21) | 611.62 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 19.06 |
| 5 Year | 11.63 |
| 10 Year | 10.13 |
| Since Inception | 7.60 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.92 | 1.78 | NA | NA |
| 2023 | 0.90 | 6.27 | -2.33 | 11.06 |
| 2022 | -2.13 | -11.42 | -6.25 | 11.40 |
| 2021 | 8.31 | 6.11 | -0.62 | 11.59 |
| 2020 | -21.68 | 16.25 | 5.62 | 11.18 |
| 2019 | 10.14 | 3.86 | 1.42 | 7.39 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.87 | 16.32 | -9.46 | 27.46 | 6.92 | 24.61 | -3.70 | 19.24 | 12.49 | -1.09 | 10.02 |
| % Total Return Rel to Index | -4.43 | -9.92 | 8.73 | -1.21 | -11.47 | -6.87 | 0.68 | -2.55 | 0.55 | -2.48 | -3.62 |
| % Total Return Rel to Peer | 2.04 | 1.04 | 1.32 | 3.12 | -1.28 | -1.02 | 3.85 | 1.83 | 1.17 | 2.12 | 1.12 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 2.00 | 3.00 | 4.00 | 1.00 | 2.00 | 3.00 | 2.00 | 4.00 |
| % Dividends | 0.18 | 0.55 | 0.41 | 0.40 | 0.53 | 0.53 | 0.50 | 0.50 | 0.47 | 0.42 | 0.39 |
| % Yield | 0.27 | 0.87 | 0.73 | 0.61 | 1.00 | 1.01 | 1.10 | 1.00 | 1.05 | 1.01 | 0.88 |
| Capital Gains ($) | 2.77 | 2.54 | 2.27 | 2.81 | 0.66 | 2.37 | 2.46 | 2.52 | 1.83 | 1.59 | 2.04 |
| Expense Ratio | 1.32 | 1.32 | 1.32 | 1.33 | 1.33 | 1.35 | 1.37 | 1.38 | 1.38 | 1.38 | 1.39 |
* 1 = Top 20%, 5 = Bottom 20%