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RWMBX: WASHINGTON MUTUAL INVESTORS FUND CLASS R-2 (MUTUAL FUND)
Basic Info 63.03 0.37(0.59%) July 09
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (30%) |
| Start Date: | 06/10/2002 |
| Last Dividend Date: | 03/12/2025 |
| 12-Mo. Yield | 0.49% |
| Expenses | 0.26% |
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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(%) | 1.0 | 4.8 | 6.0 | 9.2 | 8.8 | 8.4 | 10.4 | 7.4 | 7.1 | 8.1 | 11.0 | -13.2 | 21.3 | 5.4 | 24.6 | -3.8 | 19.2 | 12.5 | -1.0 | 10.7 | 31.0 | 11.7 | 6.2 | 12.4 | 18.0 | -33.7 | 3.2 | 17.0 | 2.7 | 9.0 | 24.7 | -15.1 |
| Sharpe Ratio | NA | 0.34 | 0.18 | 0.36 | 0.44 | 0.41 | NA | NA | 0.33 | 0.12 | 0.57 | -0.74 | 1.64 | 0.15 | 2.07 | -0.33 | 3.04 | 1.0 | -0.07 | 0.8 | 2.99 | 1.02 | 0.29 | 0.77 | 0.72 | -0.9 | 0.01 | 1.52 | 0.05 | 0.82 | 1.58 | -0.93 |
| Draw Down(%) | NA | 14.7 | 16.0 | 16.0 | 21.6 | 34.7 | NA | NA | 54.5 | 7.9 | 8.0 | 21.6 | 6.4 | 34.7 | 5.5 | 15.8 | 2.8 | 9.1 | 12.5 | 7.8 | 4.8 | 8.2 | 16.0 | 13.6 | 28.1 | 44.5 | 11.1 | 6.0 | 6.2 | 6.2 | 15.3 | 26.6 |
| Standard Deviation(%) | NA | 20.7 | 17.7 | 15.3 | 15.4 | 17.1 | NA | NA | 17.9 | 12.6 | 11.9 | 19.7 | 13.0 | 34.0 | 11.2 | 15.3 | 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 | 0.03 | 0.06 | 0.07 | 0.07 | NA | NA | 0.07 | 0.02 | 0.07 | -0.14 | 0.23 | 0.06 | 0.24 | -0.05 | 0.23 | 0.13 | -0.01 | 0.11 | 0.34 | 0.13 | 0.07 | 0.14 | 0.23 | -0.39 | 0.0 | 0.15 | 0.01 | 0.09 | 0.27 | -0.31 |
| Alpha | NA | -0.01 | -0.03 | -0.01 | -0.02 | -0.01 | NA | NA | 0.0 | -0.02 | 0.01 | -0.05 | -0.01 | 0.01 | 0.0 | 0.01 | 0.02 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 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 | 0.95 | 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 | 0.85 | 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 | 0.68 | 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 | 0.1 | 0.5 | 0.9 | 1.1 | 3.9 | 6.0 | 4.4 | N/A | 0.7 | 1.1 | 1.0 | 0.9 | 1.1 | 7.2 | 6.5 | 7.4 | 6.1 | 5.2 | 6.6 | 4.4 | 1.7 | 1.7 | 1.9 | 2.4 | 3.0 | 6.8 | 3.9 | 2.6 | 2.1 | 2.3 | 0.0 |
| Dividend Growth(%) | N/A | -78.6 | -44.2 | -50.8 | -82.7 | 38.2 | N/A | N/A | N/A | -29.3 | -7.0 | 40.3 | -19.9 | -81.9 | -2.1 | -2.4 | 31.7 | 9.8 | -18.5 | 86.7 | 179.9 | 3.6 | 0.4 | -10.4 | -46.2 | -58.3 | 93.7 | 54.7 | 32.4 | 5.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/10/2002
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
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Best ETFs
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- DTD (WisdomTree U.S. Total Dividend Fund) 0.17% (95%)
- DHS (WisdomTree U.S. High Dividend Fund) 0.08% (95%)
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Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income Closed Fund) 0.42% (96%)
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