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RWMCX: WASHINGTON MUTUAL INVESTORS FUND CLASS R-3 (MUTUAL FUND)
Basic Info 61.88 0.71(1.16%) May 15
Asset Class: | LARGE VALUE |
MyPlanIQ Rating: | (35%) |
Start Date: | 06/10/2002 |
Last Dividend Date: | 03/13/2024 |
12-Mo. Yield | 6.37% |
Expenses | 0.26% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.5 | 9.7 | 25.9 | 9.6 | 12.7 | 10.9 | 13.2 | 9.1 | 8.4 | 16.8 | -8.8 | 28.0 | 7.3 | 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 | 2.05 | 2.01 | 0.43 | 0.53 | 0.59 | NA | NA | 0.41 | 1.12 | -0.52 | 2.32 | 0.21 | 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 | 4.7 | 7.9 | 18.8 | 34.7 | 34.7 | NA | NA | 54.1 | 7.9 | 18.8 | 4.3 | 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 | 9.7 | 10.0 | 14.4 | 19.6 | 16.6 | NA | NA | 17.9 | 11.3 | 19.5 | 12.1 | 34.0 | 11.2 | 15.2 | 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 | 0.22 | 0.23 | 0.06 | 0.11 | 0.1 | NA | NA | 0.08 | 0.14 | -0.1 | 0.31 | 0.08 | 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 | 0.0 | 0.02 | 0.01 | 0.01 | 0.0 | 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 | -0.02 | -0.01 | -0.02 |
Beta | NA | 0.91 | 0.89 | 0.96 | 0.94 | 0.94 | NA | NA | 0.89 | 0.88 | 1.01 | 0.89 | 0.93 | 0.94 | 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 | 0.74 | 0.8 | 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 | 0.96 | 0.98 | 0.97 | 0.97 | 0.99 | 0.99 | 0.96 | 0.96 | 0.97 | 0.97 | 0.98 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.5 | 5.2 | 7.1 | 2.9 | 7.6 | 6.9 | 7.9 | 6.5 | 5.5 | 7.0 | 4.8 | 2.2 | 2.2 | 2.4 | 2.9 | 3.4 | 7.3 | 4.4 | 3.1 | 2.5 | 2.7 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.8 | -11.0 | 151.4 | -55.3 | -2.2 | -2.2 | 31.3 | 9.3 | -17.6 | 80.8 | 143.5 | 5.1 | 0.0 | -7.8 | -43.4 | -55.2 | 83.9 | 47.3 | 31.0 | 9.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2002
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