RWMCX: WASHINGTON MUTUAL INVESTORS FUND CLASS R-3 (MUTUAL FUND)
Basic Info 63.68 0.26(0.41%) July 11
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (33%) |
| Start Date: | 06/10/2002 |
| Last Dividend Date: | 03/12/2025 |
| 12-Mo. Yield | 0.82% |
| Expenses | 0.26% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/10/2002 |
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(%) | -0.1 | 5.0 | 5.7 | 9.1 | 9.4 | 8.9 | 10.9 | 7.8 | 7.5 | 8.6 | 11.5 | -12.7 | 21.9 | 5.9 | 25.1 | -3.3 | 19.8 | 13.0 | -0.6 | 11.2 | 31.5 | 12.1 | 6.7 | 13.0 | 18.6 | -33.3 | 3.7 | 17.6 | 3.2 | 9.5 | 25.2 | -15.0 |
| Sharpe Ratio | NA | 0.36 | 0.21 | 0.4 | 0.47 | 0.44 | NA | NA | 0.36 | 0.16 | 0.62 | -0.72 | 1.69 | 0.17 | 2.12 | -0.31 | 3.13 | 1.03 | -0.04 | 0.84 | 3.04 | 1.05 | 0.32 | 0.81 | 0.75 | -0.89 | 0.05 | 1.59 | 0.11 | 0.87 | 1.62 | -0.92 |
| Draw Down(%) | NA | 14.7 | 15.8 | 15.8 | 21.3 | 34.7 | NA | NA | 54.1 | 7.9 | 7.9 | 21.3 | 6.4 | 34.7 | 5.5 | 15.7 | 2.7 | 9.0 | 12.3 | 7.7 | 4.8 | 8.1 | 16.0 | 13.6 | 28.0 | 44.2 | 11.0 | 6.0 | 6.2 | 6.1 | 15.2 | 26.5 |
| Standard Deviation(%) | NA | 20.8 | 17.7 | 15.3 | 15.4 | 17.1 | NA | NA | 17.9 | 12.6 | 11.9 | 19.7 | 13.0 | 34.0 | 11.2 | 15.2 | 6.1 | 12.4 | 14.7 | 13.3 | 10.3 | 11.5 | 21.0 | 15.9 | 24.8 | 38.4 | 15.4 | 9.1 | 9.6 | 9.8 | 15.2 | 28.3 |
| Treynor Ratio | NA | 0.07 | 0.04 | 0.06 | 0.08 | 0.08 | NA | NA | 0.07 | 0.02 | 0.08 | -0.14 | 0.24 | 0.06 | 0.25 | -0.05 | 0.23 | 0.14 | -0.01 | 0.11 | 0.35 | 0.14 | 0.08 | 0.15 | 0.24 | -0.39 | 0.01 | 0.15 | 0.01 | 0.09 | 0.28 | -0.31 |
| Alpha | NA | -0.01 | -0.02 | -0.01 | -0.02 | 0.0 | NA | NA | 0.0 | -0.02 | 0.01 | -0.04 | -0.01 | 0.01 | 0.0 | 0.01 | 0.02 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | 0.02 | 0.0 | 0.01 | -0.01 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | -0.02 |
| Beta | NA | 1.01 | 1.0 | 0.97 | 0.96 | 0.95 | NA | NA | 0.89 | 0.94 | 0.91 | 1.01 | 0.92 | 0.93 | 0.94 | 0.96 | 0.82 | 0.92 | 0.95 | 1.01 | 0.91 | 0.89 | 0.87 | 0.86 | 0.77 | 0.88 | 0.91 | 0.94 | 0.89 | 0.9 | 0.88 | 0.85 |
| RSquared | NA | 0.85 | 0.79 | 0.82 | 0.84 | 0.92 | NA | NA | 0.94 | 0.61 | 0.82 | 0.94 | 0.83 | 0.97 | 0.94 | 0.97 | 0.9 | 0.97 | 0.98 | 0.67 | 0.96 | 0.96 | 0.98 | 0.97 | 0.97 | 0.99 | 0.99 | 0.96 | 0.96 | 0.97 | 0.97 | 0.98 |
| Yield(%) | N/A | 0.2 | 0.8 | 1.4 | 1.6 | 4.3 | 6.7 | 4.9 | N/A | 1.2 | 1.5 | 1.4 | 1.3 | 1.5 | 7.6 | 6.9 | 7.9 | 6.6 | 5.6 | 7.0 | 4.8 | 2.2 | 2.2 | 2.4 | 2.9 | 3.4 | 7.3 | 4.4 | 3.0 | 2.5 | 2.7 | 0.0 |
| Dividend Growth(%) | N/A | -76.8 | -35.5 | -41.0 | -75.8 | 39.4 | N/A | N/A | N/A | -16.4 | -5.7 | 25.3 | -8.3 | -76.7 | -2.1 | -2.0 | 30.5 | 9.4 | -17.6 | 80.4 | 145.1 | 4.0 | 1.4 | -8.0 | -43.3 | -55.3 | 84.1 | 47.6 | 29.8 | 9.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/10/2002
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
Top Rated Funds in LARGE VALUE
Best Mutual Funds
- HFCVX (HENNESSY CORNERSTONE VALUE FUND INVESTOR CLASS) (100%)
- TWEIX (EQUITY INCOME FUND INVESTOR CLASS) (100%)
- VEIPX (VANGUARD EQUITY INCOME FUND INVESTOR SHARES) (99%)
- MAVFX (MATRIX ADVISORS VALUE FUND INC. MATRIX ADVISORS VALUE FUND INC.) (99%)
- VWNFX (Vanguard Windsor II Fund) (99%)
- SSHFX (SOUND SHORE FUND INC. INVESTOR CLASS) (99%)
- DTLVX (LARGE COMPANY VALUE PORTFOLIO INVESTMENT CLASS) (98%)
- FEQIX (FIDELITY EQUITY-INCOME FUND FIDELITY EQUITY-INCOME FUND) (98%)
- FSTKX (FEDERATED MDT LARGE CAP VALUE FUND SERVICE SHARES) (98%)
- TRVLX (T. ROWE PRICE VALUE FUND INC. T. ROWE PRICE VALUE FUND INC.) (98%)
Best ETFs
- PWV (Invesco Large Cap Value ETF) (100%)
- VTV (Vanguard Value ETF) (100%)
- PFM (Invesco Dividend Achievers ETF) (99%)
- IVE (iShares S&P 500 Value ETF) (99%)
- DIA (SPDR Dow Jones Industrial Average ETF Trust) (98%)
- IWD (iShares Russell 1000 Value ETF) (98%)
- DTD (WisdomTree U.S. Total Dividend Fund) (95%)
- DHS (WisdomTree U.S. High Dividend Fund) (95%)
- CVY (Invesco Zacks Multi-Asset Income ETF) (95%)
- DLN (WisdomTree U.S. LargeCap Dividend Fund) (95%)
Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income Closed Fund) 0.56% (96%)
- BDJ (BlackRock Enhanced Equity Dividend Trust) 0.67% (96%)
- EVT (Eaton Vance Tax Advantaged Dividend Income Closed Fund) 0.49% (96%)
- GDV (Gabelli Dividend & Income Closed Fund) 0.41% (96%)
- NFJ (Virtus Dividend Interest & Premium Strategy Fund) 0.24% (96%)
- TY (Tri Continental Closed Fund) 0.06% (96%)
