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RWMEX: WASHINGTON MUTUAL INVESTORS FUND CLASS R-4 (MUTUAL FUND)
Basic Info 63.34 0.41(0.65%) May 16
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (35%) |
| Start Date: | 05/31/2002 |
| Last Dividend Date: | 12/19/2024 |
| 12-Mo. Yield | 1.03% |
| Expenses | 0.26% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/31/2002 |
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(%) | 3.6 | 3.7 | 3.2 | 6.6 | 10.9 | 8.8 | 10.9 | 8.5 | 7.9 | 9.0 | 11.9 | -12.5 | 22.3 | 6.2 | 25.5 | -3.1 | 20.1 | 13.3 | -0.3 | 11.5 | 33.0 | 12.5 | 7.0 | 13.3 | 19.0 | -32.6 | 4.7 | 18.5 | 4.0 | 10.4 | 25.7 | -17.5 |
| Sharpe Ratio | NA | 0.33 | -0.18 | 0.14 | 0.52 | 0.41 | NA | NA | 0.37 | 0.19 | 0.65 | -0.71 | 1.72 | 0.18 | 2.15 | -0.29 | 3.19 | 1.06 | -0.03 | 0.86 | 3.04 | 1.07 | 0.33 | 0.83 | 0.75 | -0.87 | 0.1 | 1.52 | 0.18 | 0.95 | 1.65 | -1.04 |
| Draw Down(%) | NA | 14.9 | 16.0 | 16.2 | 21.1 | 34.7 | NA | NA | 53.3 | 7.9 | 7.9 | 21.1 | 6.4 | 34.7 | 5.4 | 15.6 | 2.7 | 9.0 | 12.2 | 7.4 | 4.8 | 8.1 | 15.9 | 13.5 | 28.0 | 44.2 | 11.3 | 6.0 | 6.1 | 6.1 | 15.2 | 28.4 |
| Standard Deviation(%) | NA | 22.3 | 17.5 | 15.8 | 15.8 | 17.0 | NA | NA | 18.1 | 12.6 | 11.9 | 19.7 | 13.0 | 34.0 | 11.2 | 15.2 | 6.1 | 12.4 | 14.8 | 13.4 | 10.9 | 11.7 | 21.1 | 16.0 | 25.3 | 38.5 | 17.4 | 10.1 | 9.7 | 9.9 | 15.1 | 28.0 |
| Treynor Ratio | NA | 0.07 | -0.03 | 0.02 | 0.09 | 0.07 | NA | NA | 0.07 | 0.03 | 0.08 | -0.14 | 0.24 | 0.06 | 0.25 | -0.05 | 0.24 | 0.14 | 0.0 | 0.11 | 0.37 | 0.14 | 0.08 | 0.15 | 0.24 | -0.38 | 0.02 | 0.16 | 0.02 | 0.1 | 0.29 | -0.34 |
| Alpha | NA | 0.02 | -0.02 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | -0.02 | 0.01 | -0.04 | -0.01 | 0.02 | 0.0 | 0.01 | 0.02 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.01 | -0.01 | 0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 |
| Beta | NA | 1.01 | 0.99 | 0.97 | 0.94 | 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 | 1.0 | 0.9 | 0.89 | 0.87 | 0.85 | 0.78 | 0.87 | 0.89 | 0.97 | 0.87 | 0.9 | 0.87 | 0.85 |
| RSquared | NA | 0.92 | 0.78 | 0.84 | 0.86 | 0.92 | NA | NA | 0.93 | 0.61 | 0.82 | 0.94 | 0.83 | 0.97 | 0.94 | 0.97 | 0.89 | 0.97 | 0.98 | 0.66 | 0.85 | 0.93 | 0.97 | 0.96 | 0.95 | 0.97 | 0.75 | 0.82 | 0.9 | 0.94 | 0.96 | 0.98 |
| Yield(%) | N/A | 0.0 | 1.0 | 1.6 | 2.0 | 4.6 | 7.0 | 5.6 | N/A | 1.5 | 1.8 | 1.6 | 1.7 | 1.8 | 7.9 | 7.2 | 8.2 | 6.8 | 5.8 | 7.3 | 6.1 | 2.5 | 2.4 | 2.6 | 3.2 | 4.1 | 7.9 | 5.1 | 3.8 | 3.4 | 2.9 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -31.9 | -47.7 | -71.4 | 32.5 | N/A | N/A | N/A | -10.8 | -5.3 | 20.3 | -4.0 | -73.5 | -1.9 | -1.6 | 29.7 | 9.0 | -16.8 | 47.0 | 174.7 | 5.1 | 2.7 | -6.0 | -49.0 | -50.4 | 71.3 | 40.1 | 18.8 | 37.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2002
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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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