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RWMBX: WASHINGTON MUTUAL INVESTORS FUND CLASS R-2 (MUTUAL FUND)
Basic Info 61.28 0.09(0.15%) May 17
Asset Class: | LARGE VALUE |
MyPlanIQ Rating: | (31%) |
Start Date: | 06/10/2002 |
Last Dividend Date: | 03/13/2024 |
12-Mo. Yield | 5.96% |
Expenses | 0.26% |
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Performance Analytics (As of 05/17/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/10/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.5 | 9.5 | 25.0 | 8.7 | 12.0 | 10.5 | 12.7 | 8.6 | 8.0 | 16.3 | -9.2 | 27.4 | 6.9 | 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 | 2.39 | 2.12 | 0.45 | 0.53 | 0.57 | NA | NA | 0.39 | 1.07 | -0.54 | 2.27 | 0.19 | 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 | 4.8 | 8.0 | 19.1 | 34.7 | 34.7 | NA | NA | 54.5 | 8.0 | 19.1 | 4.3 | 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 | 9.7 | 10.0 | 14.4 | 19.6 | 16.6 | NA | NA | 17.9 | 11.3 | 19.5 | 12.1 | 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 | 0.25 | 0.24 | 0.07 | 0.11 | 0.1 | NA | NA | 0.08 | 0.14 | -0.1 | 0.31 | 0.07 | 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 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.03 | -0.03 | 0.01 | 0.02 | 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 | 0.93 | 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 | 0.89 | 0.87 | 0.86 | 0.77 | 0.88 | 0.9 | 0.94 | 0.89 | 0.9 | 0.88 | 0.85 |
RSquared | NA | 0.74 | 0.79 | 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 | 0.68 | 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 | 0.2 | 5.9 | 5.4 | 5.9 | 6.6 | 9.7 | 6.3 | N/A | 6.1 | 4.8 | 6.6 | 2.5 | 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 | 2.4 | 0.0 |
Dividend Growth(%) | N/A | -97.1 | 7.3 | 30.4 | 2.1 | 182.2 | N/A | N/A | N/A | 8.4 | -11.2 | 170.6 | -59.0 | -1.7 | -2.6 | 31.7 | 9.5 | -18.0 | 85.5 | 181.6 | 4.3 | 0.0 | -9.6 | -46.9 | -58.1 | 93.4 | 55.1 | 32.2 | 3.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/10/2002
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