RWMFX: WASHINGTON MUTUAL INVESTORS FUND CLASS R-5 (MUTUAL FUND)
Basic Info 65.33 0.27(0.42%) July 25
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 06/07/2002 |
| Last Dividend Date: | 03/12/2025 |
| 12-Mo. Yield | 1.28% |
| Expenses | 0.26% |
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Performance Analytics (As of 07/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/07/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.3 | 6.6 | 9.2 | 9.9 | 9.8 | 9.7 | 11.5 | 8.5 | 8.3 | 9.4 | 12.2 | -12.2 | 22.7 | 6.5 | 25.9 | -2.8 | 20.5 | 13.7 | -0.0 | 11.9 | 32.3 | 12.8 | 7.3 | 13.7 | 19.4 | -32.9 | 4.3 | 18.3 | 3.8 | 10.2 | 26.1 | -14.0 |
| Sharpe Ratio | NA | 0.46 | 0.34 | 0.43 | 0.5 | 0.49 | NA | NA | 0.4 | 0.22 | 0.68 | -0.69 | 1.75 | 0.18 | 2.19 | -0.27 | 3.26 | 1.09 | 0.0 | 0.88 | 3.13 | 1.12 | 0.35 | 0.85 | 0.78 | -0.88 | 0.09 | 1.66 | 0.17 | 0.95 | 1.67 | -0.86 |
| Draw Down(%) | NA | 14.6 | 15.6 | 15.6 | 20.9 | 34.6 | NA | NA | 53.7 | 7.9 | 7.8 | 20.9 | 6.4 | 34.6 | 5.4 | 15.6 | 2.7 | 9.0 | 12.0 | 7.7 | 4.7 | 8.1 | 15.9 | 13.5 | 27.9 | 44.0 | 11.0 | 5.9 | 6.1 | 6.0 | 15.1 | 26.5 |
| Standard Deviation(%) | NA | 19.8 | 17.6 | 15.2 | 15.3 | 17.1 | NA | NA | 17.9 | 12.5 | 11.9 | 19.7 | 12.9 | 34.0 | 11.2 | 15.3 | 6.1 | 12.4 | 14.7 | 13.4 | 10.3 | 11.5 | 21.0 | 15.9 | 24.8 | 38.5 | 15.4 | 9.1 | 9.6 | 9.7 | 15.2 | 28.3 |
| Treynor Ratio | NA | 0.09 | 0.06 | 0.07 | 0.08 | 0.09 | NA | NA | 0.08 | 0.03 | 0.09 | -0.13 | 0.25 | 0.07 | 0.26 | -0.04 | 0.24 | 0.15 | 0.0 | 0.12 | 0.36 | 0.15 | 0.08 | 0.16 | 0.25 | -0.38 | 0.01 | 0.16 | 0.02 | 0.1 | 0.29 | -0.29 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | -0.02 | 0.01 | -0.04 | 0.0 | 0.02 | 0.01 | 0.01 | 0.02 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.01 | -0.01 | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 |
| Beta | NA | 0.99 | 1.0 | 0.97 | 0.96 | 0.95 | NA | NA | 0.89 | 0.94 | 0.91 | 1.01 | 0.92 | 0.93 | 0.95 | 0.96 | 0.82 | 0.92 | 0.95 | 1.01 | 0.91 | 0.89 | 0.87 | 0.86 | 0.77 | 0.88 | 0.9 | 0.94 | 0.89 | 0.9 | 0.88 | 0.85 |
| RSquared | NA | 0.84 | 0.8 | 0.81 | 0.84 | 0.92 | NA | NA | 0.94 | 0.61 | 0.83 | 0.94 | 0.83 | 0.97 | 0.94 | 0.97 | 0.9 | 0.97 | 0.98 | 0.66 | 0.96 | 0.95 | 0.98 | 0.97 | 0.96 | 0.99 | 0.99 | 0.96 | 0.96 | 0.97 | 0.97 | 0.98 |
| Yield(%) | N/A | 0.4 | 1.3 | 1.9 | 2.2 | 5.1 | 7.5 | 5.6 | N/A | 1.8 | 2.1 | 1.9 | 2.0 | 2.0 | 8.2 | 7.5 | 8.5 | 7.1 | 6.1 | 7.6 | 5.4 | 2.8 | 2.8 | 3.0 | 3.5 | 3.9 | 7.8 | 5.0 | 3.6 | 3.1 | 3.3 | 0.7 |
| Dividend Growth(%) | N/A | -76.1 | -29.7 | -32.3 | -67.6 | 41.2 | N/A | N/A | N/A | -6.9 | -4.9 | 16.1 | -0.1 | -70.5 | -1.8 | -1.5 | 28.6 | 8.4 | -16.3 | 72.1 | 116.1 | 5.1 | 3.2 | -3.8 | -40.5 | -52.8 | 75.0 | 41.8 | 24.3 | 12.4 | 319.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2002
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