Find A Portfolio/Ticker
Comparison Box
CWMAX: WASHINGTON MUTUAL INVESTORS FUND CLASS 529-A (MUTUAL FUND)
Basic Info 59.52 0.02(0.03%) April 16
Asset Class: | LARGE VALUE |
MyPlanIQ Rating: | (37%) |
Start Date: | 03/15/2002 |
Last Dividend Date: | 03/13/2024 |
12-Mo. Yield | 3.44% |
Expenses | 0.26% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/15/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.8 | 4.7 | 19.7 | 9.0 | 11.5 | 11.2 | 13.4 | 8.9 | 8.1 | 17.2 | -8.5 | 28.4 | 7.6 | 25.5 | -3.1 | 20.1 | 13.3 | -0.3 | 11.4 | 31.8 | 12.4 | 6.9 | 13.3 | 18.9 | -33.2 | 4.0 | 17.9 | 3.5 | 9.8 | 24.3 | -20.7 |
Sharpe Ratio | NA | 1.77 | 1.71 | 0.49 | 0.52 | 0.62 | NA | NA | 0.4 | 1.15 | -0.51 | 2.35 | 0.22 | 2.15 | -0.29 | 3.19 | 1.06 | -0.02 | 0.86 | 3.08 | 1.08 | 0.33 | 0.83 | 0.76 | -0.88 | 0.06 | 1.62 | 0.13 | 0.91 | 1.55 | -1.05 |
Draw Down(%) | NA | 3.3 | 7.9 | 18.7 | 34.6 | 34.6 | NA | NA | 54.0 | 7.9 | 18.7 | 4.2 | 34.6 | 5.5 | 15.6 | 2.7 | 9.0 | 12.2 | 7.7 | 4.7 | 8.1 | 15.9 | 13.5 | 28.0 | 44.1 | 11.0 | 6.0 | 6.2 | 6.0 | 15.2 | 31.4 |
Standard Deviation(%) | NA | 9.8 | 10.3 | 14.5 | 19.6 | 16.6 | NA | NA | 17.9 | 11.3 | 19.5 | 12.1 | 34.0 | 11.2 | 15.2 | 6.1 | 12.4 | 14.7 | 13.4 | 10.3 | 11.5 | 21.0 | 15.9 | 24.8 | 38.4 | 15.4 | 9.1 | 9.6 | 9.8 | 15.2 | 25.0 |
Treynor Ratio | NA | 0.19 | 0.2 | 0.07 | 0.11 | 0.11 | NA | NA | 0.08 | 0.15 | -0.1 | 0.32 | 0.08 | 0.25 | -0.05 | 0.24 | 0.14 | 0.0 | 0.11 | 0.35 | 0.14 | 0.08 | 0.15 | 0.24 | -0.39 | 0.01 | 0.16 | 0.01 | 0.1 | 0.27 | -0.31 |
Alpha | NA | 0.01 | 0.03 | 0.01 | 0.01 | 0.01 | NA | NA | 0.0 | 0.03 | -0.03 | 0.02 | 0.02 | 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 | -0.01 | -0.01 | -0.01 |
Beta | NA | 0.91 | 0.89 | 0.96 | 0.94 | 0.94 | NA | NA | 0.89 | 0.88 | 1.01 | 0.89 | 0.93 | 0.95 | 0.96 | 0.82 | 0.92 | 0.95 | 1.01 | 0.91 | 0.88 | 0.87 | 0.86 | 0.77 | 0.88 | 0.9 | 0.94 | 0.89 | 0.9 | 0.88 | 0.85 |
RSquared | NA | 0.75 | 0.82 | 0.92 | 0.95 | 0.93 | NA | NA | 0.96 | 0.85 | 0.96 | 0.89 | 0.97 | 0.94 | 0.97 | 0.9 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/15/2002
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) 0.51% (100%)
- TWEIX (EQUITY INCOME FUND INVESTOR CLASS) 0.59% (100%)
- VEIPX (VANGUARD EQUITY INCOME FUND INVESTOR SHARES) 0.63% (99%)
- MAVFX (MATRIX ADVISORS VALUE FUND INC. MATRIX ADVISORS VALUE FUND INC.) 0.36% (99%)
- VWNFX (Vanguard Windsor II Fund) 0.36% (99%)
- SSHFX (SOUND SHORE FUND INC. INVESTOR CLASS) 0.62% (99%)
- DTLVX (LARGE COMPANY VALUE PORTFOLIO INVESTMENT CLASS) 0.57% (98%)
- FEQIX (FIDELITY EQUITY-INCOME FUND FIDELITY EQUITY-INCOME FUND) 0.48% (98%)
- FSTKX (FEDERATED MDT LARGE CAP VALUE FUND SERVICE SHARES) 0.45% (98%)
- TRVLX (T. ROWE PRICE VALUE FUND INC. T. ROWE PRICE VALUE FUND INC.) 0.38% (98%)
Best ETFs
- PWV (Invesco Dynamic Large Cap Value ETF) 0.55% (100%)
- VTV (Vanguard Value Index Fund ETF Shares) 0.39% (100%)
- PFM (Invesco Dividend Achievers ETF) 0.39% (99%)
- IVE (iShares S&P 500 Value ETF) 0.50% (99%)
- DIA (SPDR Dow Jones Industrial Average ETF Trust) 0.18% (98%)
- IWD (iShares Russell 1000 Value ETF) 0.54% (98%)
- DTD (WisdomTree U.S. Total Dividend Fund) 0.43% (95%)
- DHS (WisdomTree U.S. High Dividend Fund) 0.68% (95%)
- CVY (Invesco Zacks Multi-Asset Income ETF) 0.37% (95%)
- DLN (WisdomTree U.S. LargeCap Dividend Fund) 0.41% (95%)
Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income Closed Fund) (97%)
- BDJ (BlackRock Enhanced Equity Dividend Trust) (96%)
- EVT (Eaton Vance Tax Advantaged Dividend Income Closed Fund) (96%)
- GDV (Gabelli Dividend & Income Closed Fund) (96%)
- NFJ (Virtus Dividend Interest & Premium Strategy Fund) 0.67% (96%)
- TY (Tri Continental Closed Fund) 0.07% (96%)