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RWMGX: WASHINGTON MUTUAL INVESTORS FUND R-6 (MUTUAL FUND)
Basic Info 60.99 0.23(0.38%) May 07
Asset Class: | LARGE VALUE |
MyPlanIQ Rating: | (22%) |
Start Date: | 05/04/2009 |
Last Dividend Date: | 03/13/2024 |
12-Mo. Yield | 6.96% |
Expenses | 0.26% |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/04/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.9 | 7.0 | 23.0 | 9.2 | 12.3 | 11.3 | 13.5 | 13.5 | 17.6 | -8.2 | 28.8 | 8.0 | 26.0 | -2.7 | 20.6 | 13.1 | 0.0 | 11.5 | 32.3 | 12.9 | 7.4 | 13.7 | 21.8 |
Sharpe Ratio | NA | 1.39 | 1.85 | 0.46 | 0.53 | 0.62 | NA | 0.79 | 1.19 | -0.49 | 2.38 | 0.23 | 2.19 | -0.26 | 3.26 | 1.04 | 0.0 | 1.09 | 3.13 | 1.12 | 0.35 | 0.85 | 2.07 |
Draw Down(%) | NA | 4.7 | 7.8 | 18.5 | 34.6 | 34.6 | NA | 34.6 | 7.8 | 18.5 | 4.2 | 34.6 | 5.4 | 15.6 | 2.7 | 8.9 | 12.0 | 7.7 | 4.7 | 8.1 | 15.9 | 13.4 | 7.7 |
Standard Deviation(%) | NA | 9.8 | 10.1 | 14.5 | 19.7 | 16.4 | NA | 16.0 | 11.3 | 19.5 | 12.1 | 34.0 | 11.2 | 15.2 | 6.1 | 12.4 | 14.7 | 10.5 | 10.3 | 11.5 | 21.0 | 15.9 | 16.5 |
Treynor Ratio | NA | 0.15 | 0.21 | 0.07 | 0.11 | 0.11 | NA | 0.14 | 0.15 | -0.09 | 0.32 | 0.08 | 0.26 | -0.04 | 0.24 | 0.14 | 0.0 | 0.12 | 0.35 | 0.15 | 0.08 | 0.16 | 0.46 |
Alpha | NA | 0.0 | 0.02 | 0.01 | 0.01 | 0.01 | NA | 0.01 | 0.03 | -0.02 | 0.02 | 0.02 | 0.01 | 0.01 | 0.02 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.02 |
Beta | NA | 0.91 | 0.89 | 0.96 | 0.94 | 0.94 | NA | 0.91 | 0.88 | 1.01 | 0.89 | 0.93 | 0.95 | 0.96 | 0.82 | 0.92 | 0.95 | 0.95 | 0.91 | 0.89 | 0.87 | 0.86 | 0.74 |
RSquared | NA | 0.74 | 0.8 | 0.92 | 0.95 | 0.95 | NA | 0.95 | 0.85 | 0.96 | 0.89 | 0.97 | 0.94 | 0.97 | 0.9 | 0.97 | 0.98 | 0.97 | 0.96 | 0.95 | 0.98 | 0.97 | 0.93 |
Yield(%) | N/A | 0.4 | 7.0 | 6.3 | 7.0 | 7.7 | 11.6 | N/A | 7.1 | 5.7 | 7.7 | 3.5 | 8.3 | 7.5 | 8.5 | 6.6 | 6.2 | 7.7 | 5.5 | 2.8 | 2.9 | 3.0 | 1.9 |
Dividend Growth(%) | N/A | -93.2 | 6.8 | 28.4 | 6.8 | N/A | N/A | N/A | 6.4 | -9.9 | 128.0 | -50.4 | -1.7 | -1.7 | 39.8 | -0.4 | -16.3 | 73.0 | 112.2 | 3.8 | 5.3 | 92.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2009
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