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WMFFX: WASHINGTON MUTUAL INVESTORS FUND CLASS F-2 (MUTUAL FUND)
Basic Info 62.42 0.15(0.24%) May 16
Asset Class: | LARGE VALUE |
MyPlanIQ Rating: | (62%) |
Start Date: | 08/14/2008 |
Last Dividend Date: | 03/13/2024 |
12-Mo. Yield | 6.87% |
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 | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.7 | 9.7 | 27.4 | 9.6 | 13.2 | 11.5 | 13.8 | 10.6 | 17.4 | -8.3 | 28.7 | 7.9 | 25.8 | -2.8 | 20.4 | 13.6 | -0.1 | 11.4 | 32.2 | 12.7 | 7.3 | 13.6 | 19.3 | -25.1 |
Sharpe Ratio | NA | 2.12 | 2.08 | 0.47 | 0.57 | 0.63 | NA | 0.53 | 1.17 | -0.5 | 2.37 | 0.22 | 2.17 | -0.27 | 3.24 | 1.08 | -0.01 | 1.08 | 3.11 | 1.11 | 0.34 | 0.85 | 0.77 | -0.95 |
Draw Down(%) | NA | 4.7 | 7.8 | 18.5 | 34.6 | 34.6 | NA | 45.1 | 7.8 | 18.5 | 4.2 | 34.6 | 5.5 | 15.6 | 2.7 | 9.0 | 12.1 | 7.7 | 4.7 | 8.1 | 15.9 | 13.5 | 28.0 | 38.1 |
Standard Deviation(%) | NA | 9.8 | 10.0 | 14.5 | 19.6 | 16.4 | NA | 18.7 | 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 | 24.8 | 56.6 |
Treynor Ratio | NA | 0.23 | 0.23 | 0.07 | 0.12 | 0.11 | NA | 0.11 | 0.15 | -0.1 | 0.32 | 0.08 | 0.26 | -0.04 | 0.24 | 0.15 | 0.0 | 0.12 | 0.35 | 0.14 | 0.08 | 0.16 | 0.25 | -0.61 |
Alpha | NA | 0.0 | 0.02 | 0.01 | 0.01 | 0.01 | NA | 0.01 | 0.03 | -0.03 | 0.02 | 0.02 | 0.0 | 0.01 | 0.02 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.01 | -0.04 |
Beta | NA | 0.92 | 0.89 | 0.96 | 0.94 | 0.94 | NA | 0.89 | 0.88 | 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 | 0.77 | 0.88 |
RSquared | NA | 0.74 | 0.8 | 0.92 | 0.95 | 0.95 | NA | 0.96 | 0.85 | 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 | 0.96 | 0.99 |
Yield(%) | N/A | 0.4 | N/A | N/A | N/A | N/A | N/A | N/A | 7.0 | 5.6 | 7.6 | 3.4 | 8.1 | 7.4 | 8.4 | 7.1 | 6.0 | 7.6 | 5.3 | 2.7 | 2.7 | 2.9 | 3.4 | 3.0 |
Dividend Growth(%) | N/A | -93.6 | N/A | N/A | N/A | N/A | N/A | N/A | 6.8 | -10.3 | 131.3 | -51.2 | -2.1 | -1.7 | 29.0 | 8.9 | -16.6 | 74.1 | 117.9 | 4.0 | 4.2 | -5.3 | -13.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/01/2008
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