Find A Portfolio/Ticker
Comparison Box
WSHFX: WASHINGTON MUTUAL INVESTORS FUND CLASS F-1 (MUTUAL FUND)
Basic Info 58.98 0.08(0.14%) April 19
Asset Class: | LARGE VALUE |
MyPlanIQ Rating: | (38%) |
Start Date: | 03/15/2001 |
Last Dividend Date: | 03/13/2024 |
12-Mo. Yield | 3.44% |
Expenses | 0.26% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/06/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.5 | 4.0 | 18.4 | 8.5 | 11.4 | 10.5 | 13.1 | 8.8 | 8.3 | 17.1 | -8.5 | 28.4 | 7.6 | 25.5 | -3.1 | 17.2 | 13.3 | -0.3 | 11.5 | 31.8 | 12.5 | 7.0 | 13.5 | 19.0 | -33.1 | 4.1 | 18.0 | 3.6 | 9.9 | 25.7 | -14.9 | 3.2 |
Sharpe Ratio | NA | 1.77 | 1.71 | 0.48 | 0.51 | 0.6 | NA | NA | 0.4 | 1.15 | -0.51 | 2.12 | 0.22 | 2.15 | -0.29 | 2.55 | 1.06 | -0.02 | 0.86 | 3.07 | 1.09 | 0.33 | 0.84 | 0.76 | -0.88 | 0.07 | 1.62 | 0.15 | 0.91 | 1.65 | -0.69 | 0.13 |
Draw Down(%) | NA | 3.3 | 7.9 | 18.7 | 34.7 | 34.7 | NA | NA | 53.9 | 7.9 | 18.7 | 6.2 | 34.7 | 5.5 | 15.6 | 3.6 | 9.0 | 12.2 | 7.7 | 4.7 | 8.1 | 16.0 | 13.4 | 28.0 | 44.1 | 11.0 | 6.0 | 6.2 | 6.1 | 15.2 | 30.3 | 16.8 |
Standard Deviation(%) | NA | 9.8 | 10.3 | 14.8 | 19.8 | 16.7 | NA | NA | 17.8 | 11.4 | 19.5 | 13.4 | 34.0 | 11.2 | 15.2 | 6.5 | 12.4 | 14.7 | 13.4 | 10.3 | 11.5 | 21.0 | 15.9 | 24.9 | 38.5 | 15.4 | 9.1 | 9.6 | 9.8 | 15.2 | 23.4 | 15.7 |
Treynor Ratio | NA | 0.19 | 0.2 | 0.07 | 0.11 | 0.11 | NA | NA | 0.08 | 0.15 | -0.1 | 0.31 | 0.08 | 0.25 | -0.05 | 0.21 | 0.14 | 0.0 | 0.11 | 0.35 | 0.14 | 0.08 | 0.16 | 0.24 | -0.39 | 0.01 | 0.16 | 0.02 | 0.1 | 0.28 | -0.19 | 0.03 |
Alpha | NA | 0.01 | 0.03 | 0.01 | 0.01 | 0.01 | NA | NA | 0.01 | 0.03 | -0.03 | 0.02 | 0.02 | 0.0 | 0.01 | 0.01 | -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 | 0.04 |
Beta | NA | 0.91 | 0.89 | 0.97 | 0.94 | 0.94 | NA | NA | 0.88 | 0.88 | 1.01 | 0.9 | 0.93 | 0.95 | 0.96 | 0.79 | 0.92 | 0.95 | 1.01 | 0.91 | 0.88 | 0.87 | 0.86 | 0.77 | 0.88 | 0.9 | 0.94 | 0.89 | 0.9 | 0.88 | 0.84 | 0.74 |
RSquared | NA | 0.75 | 0.82 | 0.88 | 0.93 | 0.92 | NA | NA | 0.95 | 0.85 | 0.96 | 0.75 | 0.97 | 0.94 | 0.97 | 0.73 | 0.97 | 0.98 | 0.67 | 0.96 | 0.95 | 0.98 | 0.97 | 0.97 | 0.99 | 0.99 | 0.96 | 0.96 | 0.97 | 0.97 | 0.97 | 0.93 |
Yield(%) | N/A | 0.4 | 6.6 | 6.2 | 6.6 | 7.1 | 11.5 | 6.9 | N/A | 6.7 | 5.4 | 7.3 | 3.1 | 7.9 | 7.2 | 5.6 | 6.8 | 5.8 | 7.3 | 5.1 | 2.4 | 2.4 | 2.8 | 3.2 | 3.7 | 7.6 | 4.7 | 3.5 | 2.8 | 2.9 | 2.0 | 4.1 |
Dividend Growth(%) | N/A | -94.3 | 6.7 | 29.3 | 12.8 | 144.5 | N/A | N/A | N/A | 6.7 | -9.9 | 139.7 | -53.1 | -2.1 | 44.3 | -11.3 | 8.0 | -16.5 | 75.9 | 131.4 | 4.5 | -5.6 | 0.0 | -41.3 | -54.3 | 79.1 | 39.6 | 32.5 | 12.7 | 24.6 | -51.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/06/2001
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
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
- HFCVX (HENNESSY CORNERSTONE VALUE FUND INVESTOR CLASS) (100%)
- TWEIX (EQUITY INCOME FUND INVESTOR CLASS) (100%)
- VEIPX (VANGUARD EQUITY INCOME FUND INVESTOR SHARES) (99%)
- MAVFX (MATRIX ADVISORS VALUE FUND INC. MATRIX ADVISORS VALUE FUND INC.) (99%)
- VWNFX (Vanguard Windsor II Fund) (99%)
- SSHFX (SOUND SHORE FUND INC. INVESTOR CLASS) (99%)
- DTLVX (LARGE COMPANY VALUE PORTFOLIO INVESTMENT CLASS) (98%)
- FEQIX (FIDELITY EQUITY-INCOME FUND FIDELITY EQUITY-INCOME FUND) (98%)
- FSTKX (FEDERATED MDT LARGE CAP VALUE FUND SERVICE SHARES) (98%)
- TRVLX (T. ROWE PRICE VALUE FUND INC. T. ROWE PRICE VALUE FUND INC.) (98%)
Best ETFs
- PWV (Invesco Dynamic Large Cap Value ETF) (100%)
- VTV (Vanguard Value Index Fund ETF Shares) (100%)
- PFM (Invesco Dividend Achievers ETF) (99%)
- IVE (iShares S&P 500 Value ETF) (99%)
- DIA (SPDR Dow Jones Industrial Average ETF Trust) (98%)
- IWD (iShares Russell 1000 Value ETF) (98%)
- DTD (WisdomTree U.S. Total Dividend Fund) (95%)
- DHS (WisdomTree U.S. High Dividend Fund) (95%)
- CVY (Invesco Zacks Multi-Asset Income ETF) (95%)
- DLN (WisdomTree U.S. LargeCap Dividend Fund) (95%)
Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income Closed Fund) 1.03% (97%)
- BDJ (BlackRock Enhanced Equity Dividend Trust) 0.13% (96%)
- EVT (Eaton Vance Tax Advantaged Dividend Income Closed Fund) 0.36% (96%)
- GDV (Gabelli Dividend & Income Closed Fund) 0.37% (96%)
- NFJ (Virtus Dividend Interest & Premium Strategy Fund) 0.68% (96%)
- TY (Tri Continental Closed Fund) 0.17% (96%)