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RWMFX: WASHINGTON MUTUAL INVESTORS FUND CLASS R-5 (MUTUAL FUND)
Basic Info 59.41 0.39(0.65%) May 01
Asset Class: | LARGE VALUE |
MyPlanIQ Rating: | (84%) |
Start Date: | 06/07/2002 |
Last Dividend Date: | 03/13/2024 |
12-Mo. Yield | 3.64% |
Expenses | 0.26% |
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Performance Analytics (As of 04/30/2024)
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(%) | -1.5 | 4.4 | 18.7 | 8.4 | 11.5 | 11.1 | 13.6 | 9.4 | 9.1 | 17.5 | -8.2 | 28.8 | 8.0 | 25.9 | -2.8 | 20.5 | 13.7 | -0.0 | 11.9 | 32.3 | 12.8 | 7.3 | 13.7 | 19.4 | -32.9 | 4.3 | 18.3 | 3.8 | 10.2 | 26.1 | -14.0 |
Sharpe Ratio | NA | 1.81 | 1.98 | 0.5 | 0.53 | 0.62 | NA | NA | 0.45 | 1.18 | -0.49 | 2.38 | 0.23 | 2.19 | -0.27 | 3.26 | 1.09 | 0.0 | 0.88 | 3.13 | 1.12 | 0.35 | 0.85 | 0.78 | -0.88 | 0.09 | 1.66 | 0.17 | 0.95 | 1.67 | -0.86 |
Draw Down(%) | NA | 4.7 | 7.8 | 18.5 | 34.6 | 34.6 | NA | NA | 53.7 | 7.8 | 18.5 | 4.2 | 34.6 | 5.4 | 15.6 | 2.7 | 9.0 | 12.0 | 7.7 | 4.7 | 8.1 | 15.9 | 13.5 | 27.9 | 44.0 | 11.0 | 5.9 | 6.1 | 6.0 | 15.1 | 26.5 |
Standard Deviation(%) | NA | 9.6 | 10.2 | 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 | 13.4 | 10.3 | 11.5 | 21.0 | 15.9 | 24.8 | 38.5 | 15.4 | 9.1 | 9.6 | 9.7 | 15.2 | 28.3 |
Treynor Ratio | NA | 0.2 | 0.23 | 0.08 | 0.11 | 0.11 | NA | NA | 0.09 | 0.15 | -0.1 | 0.32 | 0.08 | 0.26 | -0.04 | 0.24 | 0.15 | 0.0 | 0.12 | 0.36 | 0.15 | 0.08 | 0.16 | 0.25 | -0.38 | 0.01 | 0.16 | 0.02 | 0.1 | 0.29 | -0.29 |
Alpha | NA | 0.01 | 0.03 | 0.01 | 0.01 | 0.01 | NA | NA | 0.0 | 0.03 | -0.02 | 0.02 | 0.02 | 0.01 | 0.01 | 0.02 | -0.01 | 0.0 | 0.0 | 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 | 0.89 | 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 | 0.72 | 0.81 | 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 | 0.66 | 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 | 0.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.1 | 5.7 | 7.7 | 3.4 | 8.2 | 7.5 | 8.4 | 7.2 | 6.1 | 7.6 | 5.5 | 2.8 | 2.7 | 3.0 | 3.5 | 3.9 | 7.8 | 5.0 | 3.6 | 3.1 | 3.3 | 0.7 |
Dividend Growth(%) | N/A | -93.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.7 | -10.2 | 129.5 | -50.6 | -2.0 | -1.4 | 28.4 | 8.4 | -15.8 | 70.7 | 117.5 | 6.7 | 0.0 | -1.3 | -41.1 | -52.7 | 73.9 | 41.4 | 24.7 | 12.7 | 315.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2002
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