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WSHFX: WASHINGTON MUTUAL INVESTORS FUND CLASS F-1 (MUTUAL FUND)
Basic Info 64.23 0.53(0.83%) July 03
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (36%) |
| Start Date: | 03/15/2001 |
| Last Dividend Date: | 03/12/2025 |
| 12-Mo. Yield | 1.05% |
| Expenses | 0.26% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/15/2001 |
2024 | 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(%) | 2.2 | 5.2 | 7.2 | 9.7 | 9.7 | 8.9 | 11.4 | 8.1 | 7.5 | 9.0 | 11.9 | -12.5 | 22.3 | 6.2 | 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 | 0.37 | 0.22 | 0.42 | 0.5 | 0.44 | NA | NA | 0.36 | 0.19 | 0.65 | -0.7 | 1.72 | 0.17 | 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 | 14.6 | 15.7 | 15.7 | 21.1 | 34.7 | NA | NA | 53.9 | 7.9 | 7.9 | 21.1 | 6.4 | 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 | 20.8 | 17.7 | 15.3 | 15.4 | 17.1 | NA | NA | 17.8 | 12.6 | 11.9 | 19.7 | 12.9 | 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 | 0.08 | 0.04 | 0.07 | 0.08 | 0.08 | NA | NA | 0.07 | 0.03 | 0.08 | -0.14 | 0.24 | 0.06 | 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 | -0.02 | -0.01 | -0.02 | 0.0 | NA | NA | 0.0 | -0.02 | 0.01 | -0.04 | -0.01 | 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 | 1.01 | 1.0 | 0.97 | 0.96 | 0.95 | NA | NA | 0.88 | 0.94 | 0.91 | 1.01 | 0.92 | 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 | 0.84 | 0.79 | 0.82 | 0.84 | 0.92 | NA | NA | 0.94 | 0.61 | 0.83 | 0.94 | 0.83 | 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 | 0.3 | 1.0 | 1.7 | 1.9 | 4.5 | 7.2 | 5.1 | N/A | 1.5 | 1.8 | 1.6 | 1.6 | 1.7 | 7.9 | 7.2 | 5.6 | 6.8 | 5.8 | 7.3 | 5.1 | 2.5 | 2.5 | 2.8 | 3.2 | 3.7 | 7.6 | 4.7 | 3.5 | 2.8 | 2.9 | 2.0 | 4.1 |
| Dividend Growth(%) | N/A | -76.5 | -32.0 | -36.3 | -69.6 | 31.5 | N/A | N/A | N/A | -11.0 | -5.6 | 21.2 | -4.0 | -73.8 | -2.1 | 43.4 | -11.1 | 8.9 | -16.8 | 76.2 | 127.1 | 4.3 | -3.0 | -0.4 | -41.7 | -54.2 | 78.3 | 40.8 | 31.8 | 11.9 | 25.7 | -51.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/15/2001
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See LARGE VALUE Asset Class Trend Rankings |
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