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RWMGX: WASHINGTON MUTUAL INVESTORS FUND R-6 (MUTUAL FUND)
Basic Info 64.6 0.25(0.39%) July 11
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (22%) |
| Start Date: | 05/04/2009 |
| Last Dividend Date: | 06/11/2025 |
| 12-Mo. Yield | 10.27% |
| Expenses | 0.26% |
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Performance Analytics (As of 07/11/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/04/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 10.3 | 16.0 | 17.5 | 16.5 | 12.7 | 13.7 | 13.9 | 19.3 | 17.6 | -8.2 | 28.8 | 8.0 | 26.0 | -2.7 | 20.6 | 13.1 | 0.0 | 11.5 | 32.3 | 12.9 | 7.4 | 13.7 | 21.8 |
| Sharpe Ratio | NA | 0.91 | 0.77 | 0.98 | 0.98 | 0.67 | NA | 0.82 | 1.43 | 1.24 | -0.49 | 2.38 | 0.23 | 2.18 | -0.27 | 3.26 | 1.04 | 0.0 | 1.09 | 3.13 | 1.12 | 0.35 | 0.85 | 2.07 |
| Draw Down(%) | NA | 14.6 | 14.6 | 14.6 | 18.5 | 34.6 | NA | 34.6 | 5.7 | 7.8 | 18.5 | 4.2 | 34.6 | 5.4 | 15.6 | 2.7 | 8.9 | 12.0 | 7.7 | 4.7 | 8.1 | 15.9 | 13.4 | 7.7 |
| Standard Deviation(%) | NA | 19.5 | 16.6 | 14.4 | 14.7 | 16.8 | NA | 15.9 | 11.0 | 11.3 | 19.5 | 12.1 | 34.0 | 11.2 | 15.2 | 6.1 | 12.4 | 14.7 | 10.5 | 10.3 | 11.5 | 21.0 | 15.9 | 16.5 |
| Treynor Ratio | NA | 0.18 | 0.13 | 0.15 | 0.15 | 0.12 | NA | 0.14 | 0.17 | 0.16 | -0.09 | 0.32 | 0.08 | 0.26 | -0.04 | 0.24 | 0.14 | 0.0 | 0.12 | 0.35 | 0.15 | 0.08 | 0.16 | 0.46 |
| Alpha | NA | 0.03 | 0.02 | 0.02 | 0.01 | 0.01 | NA | 0.01 | 0.02 | 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 | 0.02 |
| Beta | NA | 1.0 | 0.99 | 0.96 | 0.95 | 0.94 | NA | 0.91 | 0.93 | 0.89 | 1.01 | 0.89 | 0.93 | 0.95 | 0.96 | 0.82 | 0.92 | 0.95 | 0.95 | 0.91 | 0.89 | 0.87 | 0.86 | 0.74 |
| RSquared | NA | 0.91 | 0.88 | 0.89 | 0.9 | 0.94 | NA | 0.95 | 0.78 | 0.88 | 0.96 | 0.89 | 0.97 | 0.94 | 0.97 | 0.9 | 0.97 | 0.98 | 0.97 | 0.96 | 0.95 | 0.98 | 0.97 | 0.93 |
| Yield(%) | N/A | 5.2 | 10.3 | 9.6 | 9.9 | 9.1 | 12.5 | N/A | 11.2 | 7.1 | 5.7 | 7.7 | 3.5 | 8.3 | 7.5 | 8.5 | 6.6 | 6.2 | 7.7 | 5.5 | 2.8 | 2.8 | 3.0 | 1.9 |
| Dividend Growth(%) | N/A | -49.6 | 23.6 | 53.8 | 40.9 | N/A | N/A | N/A | 73.6 | 6.6 | -10.0 | 128.1 | -50.5 | -1.9 | -1.4 | 39.8 | -0.4 | -16.2 | 71.7 | 113.9 | 5.1 | 3.6 | 93.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2009
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
Top Rated Funds in LARGE VALUE
Best Mutual Funds
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- MAVFX (MATRIX ADVISORS VALUE FUND INC. MATRIX ADVISORS VALUE FUND INC.) (99%)
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- SSHFX (SOUND SHORE FUND INC. INVESTOR CLASS) 0.56% (99%)
- DTLVX (LARGE COMPANY VALUE PORTFOLIO INVESTMENT CLASS) 0.66% (98%)
- FEQIX (FIDELITY EQUITY-INCOME FUND FIDELITY EQUITY-INCOME FUND) 0.88% (98%)
- FSTKX (FEDERATED MDT LARGE CAP VALUE FUND SERVICE SHARES) 0.53% (98%)
- TRVLX (T. ROWE PRICE VALUE FUND INC. T. ROWE PRICE VALUE FUND INC.) 0.35% (98%)
Best ETFs
- PWV (Invesco Large Cap Value ETF) 0.67% (100%)
- VTV (Vanguard Value ETF) 0.64% (100%)
- PFM (Invesco Dividend Achievers ETF) 0.61% (99%)
- IVE (iShares S&P 500 Value ETF) 0.50% (99%)
- DIA (SPDR Dow Jones Industrial Average ETF Trust) 0.66% (98%)
- IWD (iShares Russell 1000 Value ETF) 0.53% (98%)
- DTD (WisdomTree U.S. Total Dividend Fund) 0.67% (95%)
- DHS (WisdomTree U.S. High Dividend Fund) 0.78% (95%)
- CVY (Invesco Zacks Multi-Asset Income ETF) 0.30% (95%)
- DLN (WisdomTree U.S. LargeCap Dividend Fund) 0.50% (95%)
Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income Closed Fund) 0.56% (96%)
- BDJ (BlackRock Enhanced Equity Dividend Trust) 0.67% (96%)
- EVT (Eaton Vance Tax Advantaged Dividend Income Closed Fund) 0.49% (96%)
- GDV (Gabelli Dividend & Income Closed Fund) 0.41% (96%)
- NFJ (Virtus Dividend Interest & Premium Strategy Fund) 0.24% (96%)
- TY (Tri Continental Closed Fund) 0.06% (96%)
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