AWSHX: WASHINGTON MUTUAL INVESTORS FUND CLASS A (MUTUAL FUND)
Basic Info 62.94 0.09(0.14%) May 22
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (37%) |
| Start Date: | 01/30/1980 |
| Last Dividend Date: | 12/19/2024 |
| 12-Mo. Yield | 1.06% |
| Expenses | 0.26% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/30/1980 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 2.2 | 1.5 | 6.8 | 10.2 | 8.4 | 10.9 | 8.1 | 10.1 | 9.2 | 12.0 | -12.4 | 22.4 | 6.3 | 25.6 | -3.0 | 17.3 | 13.4 | -0.3 | 11.6 | 31.9 | 12.5 | 7.1 | 13.4 | 19.0 | -33.1 | 4.1 | 18.0 | 3.6 | 9.9 | 25.8 | -14.7 | 1.5 | 9.2 | 1.2 | 19.4 | 33.2 | 20.2 | 41.2 | 0.5 | 10.7 | 7.9 | 21.1 | -4.2 | 23.2 | 15.3 | -3.1 | 16.2 | 23.3 | -1.7 | 20.0 | 28.5 | 1.3 | 9.3 |
| Sharpe Ratio | NA | 0.33 | -0.17 | 0.15 | 0.53 | 0.4 | NA | NA | 0.44 | 0.2 | 0.65 | -0.7 | 1.73 | 0.18 | 2.16 | -0.28 | 2.57 | 1.07 | -0.02 | 0.87 | 3.09 | 1.09 | 0.33 | 0.83 | 0.76 | -0.88 | 0.07 | 1.63 | 0.15 | 0.92 | 1.65 | -0.68 | -0.05 | 0.29 | -0.14 | 0.97 | 1.94 | 1.53 | 5.0 | -0.28 | 1.12 | 0.63 | 1.34 | -0.65 | 1.52 | 0.74 | -0.25 | 0.9 | 1.58 | -0.5 | 1.05 | 1.2 | -0.65 | 0.13 |
| Draw Down(%) | NA | 14.9 | 16.0 | 16.2 | 21.0 | 34.7 | NA | NA | 54.0 | 7.8 | 7.9 | 21.0 | 6.4 | 34.7 | 5.5 | 15.6 | 3.6 | 9.0 | 12.2 | 7.7 | 4.7 | 8.1 | 15.9 | 13.5 | 28.0 | 44.1 | 11.0 | 5.9 | 6.1 | 6.0 | 15.2 | 30.3 | 16.8 | 13.9 | 13.8 | 15.4 | 8.9 | 5.9 | 2.5 | 9.2 | 4.1 | 5.3 | 6.1 | 18.7 | 6.3 | 7.5 | 28.8 | 9.0 | 8.0 | 18.8 | 5.9 | 10.8 | 16.0 | 18.3 |
| Standard Deviation(%) | NA | 22.3 | 17.5 | 15.8 | 15.7 | 17.0 | NA | NA | 16.4 | 12.5 | 11.9 | 19.7 | 12.9 | 34.0 | 11.2 | 15.3 | 6.5 | 12.4 | 14.7 | 13.4 | 10.3 | 11.5 | 21.0 | 15.9 | 24.8 | 38.5 | 15.4 | 9.1 | 9.5 | 9.8 | 15.2 | 23.4 | 15.3 | 17.7 | 14.7 | 16.6 | 15.3 | 10.9 | 7.5 | 8.6 | 7.6 | 8.7 | 12.8 | 14.5 | 11.5 | 14.3 | 29.0 | 13.3 | 11.4 | 16.7 | 13.2 | 17.4 | 13.3 | 15.8 |
| Treynor Ratio | NA | 0.07 | -0.03 | 0.02 | 0.09 | 0.07 | NA | NA | 0.08 | 0.03 | 0.09 | -0.14 | 0.24 | 0.06 | 0.26 | -0.04 | 0.21 | 0.14 | 0.0 | 0.11 | 0.35 | 0.14 | 0.08 | 0.15 | 0.24 | -0.39 | 0.01 | 0.16 | 0.02 | 0.1 | 0.29 | -0.19 | -0.01 | 0.06 | -0.02 | 0.19 | 0.33 | 0.18 | 0.43 | -0.03 | 0.1 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.02 | -0.02 | -0.01 | -0.01 | 0.0 | NA | NA | 0.02 | -0.02 | 0.01 | -0.04 | -0.01 | 0.02 | 0.0 | 0.01 | 0.01 | -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 | 0.04 | 0.01 | -0.04 | 0.02 | 0.02 | 0.0 | 0.03 | 0.0 | -0.02 | 0.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.01 | 0.99 | 0.97 | 0.94 | 0.95 | NA | NA | 0.88 | 0.94 | 0.91 | 1.01 | 0.92 | 0.93 | 0.94 | 0.96 | 0.79 | 0.92 | 0.95 | 1.01 | 0.91 | 0.89 | 0.87 | 0.86 | 0.77 | 0.88 | 0.91 | 0.94 | 0.88 | 0.91 | 0.88 | 0.84 | 0.72 | 0.87 | 0.85 | 0.84 | 0.9 | 0.91 | 0.87 | 0.79 | 0.82 | 0.7 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.92 | 0.78 | 0.85 | 0.86 | 0.92 | NA | NA | 0.7 | 0.61 | 0.82 | 0.94 | 0.83 | 0.97 | 0.94 | 0.97 | 0.73 | 0.97 | 0.98 | 0.67 | 0.96 | 0.95 | 0.98 | 0.97 | 0.96 | 0.99 | 0.99 | 0.96 | 0.96 | 0.97 | 0.97 | 0.97 | 0.91 | 0.88 | 0.93 | 0.95 | 0.96 | 0.9 | 0.85 | 0.83 | 0.82 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.1 | 1.6 | 2.1 | 4.4 | 7.1 | 5.2 | N/A | 1.5 | 1.8 | 1.7 | 1.7 | 1.8 | 7.9 | 7.2 | 5.7 | 6.9 | 5.9 | 7.4 | 5.1 | 2.5 | 2.5 | 2.7 | 3.2 | 3.7 | 7.6 | 4.7 | 3.4 | 2.9 | 3.0 | 2.2 | 4.1 | 10.6 | 11.2 | 10.6 | 9.3 | 8.2 | 10.1 | 5.8 | 3.4 | 3.5 | 4.1 | 4.1 | 5.0 | 4.7 | 4.2 | 4.7 | 5.2 | 4.7 | 5.3 | 6.0 | 5.6 | 5.4 |
| Dividend Growth(%) | N/A | -100.0 | -31.1 | -47.1 | -68.8 | 33.3 | -4.8 | 28.0 | N/A | -9.7 | -5.6 | 19.4 | -2.3 | -73.3 | -2.2 | 42.4 | -10.4 | 8.7 | -16.7 | 75.9 | 127.8 | 4.3 | 3.0 | -5.0 | -42.0 | -54.2 | 78.5 | 44.2 | 25.6 | 13.1 | 18.5 | -48.6 | -61.3 | -16.6 | 15.0 | 40.9 | 25.0 | 6.4 | 66.0 | 83.9 | 0.0 | 0.0 | -9.7 | 0.0 | 10.7 | 7.7 | 2.0 | 6.2 | 2.1 | 2.2 | 4.5 | 2.3 | 7.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/1980
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