Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AWSHX (WASHINGTON MUTUAL INVESTORS FUND CLASS A) | 0.66% | 2.65% | 8.79% | 8.79% | 8.32% | 10.65% | 7.84% | 10.10% |
Data as of 06/20/2025, AR inception is 01/30/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AWSHX (WASHINGTON MUTUAL INVESTORS FUND CLASS A) | 01/30/1980 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 2.65 | 8.79 | 8.79 | 8.32 | 10.65 | 7.84 | 10.10 | 0.66 | 9.15 | 11.96 | -12.40 | 22.37 | 6.27 | 25.57 | -2.96 | 17.34 | 13.42 | -0.27 | 11.59 | 31.93 | 12.49 | 7.06 | 13.35 | 18.96 | -33.08 | 4.07 | 18.03 | 3.55 | 9.91 | 25.82 | -14.72 | 1.50 | 9.24 | 1.16 | 19.37 | 33.24 | 20.22 | 41.22 | 0.50 | 10.65 | 7.94 | 21.07 | -4.20 | 23.16 | 15.34 | -3.15 | 16.24 | 23.35 | -1.69 | 19.99 | 28.54 | 1.30 | 9.31 |
| Sharpe Ratio | NA | -0.03 | 0.41 | 0.44 | 0.41 | NA | NA | 0.43 | -0.08 | 0.20 | 0.65 | -0.70 | 1.73 | 0.18 | 2.16 | -0.28 | 2.57 | 1.07 | -0.02 | 0.87 | 3.09 | 1.09 | 0.33 | 0.83 | 0.76 | -0.88 | 0.07 | 1.63 | 0.15 | 0.92 | 1.65 | -0.68 | -0.05 | 0.29 | -0.14 | 0.97 | 1.94 | 1.53 | 5.00 | -0.28 | 1.12 | 0.63 | 1.34 | -0.65 | 1.52 | 0.74 | -0.25 | 0.90 | 1.58 | -0.50 | 1.05 | 1.20 | -0.65 | 0.13 |
| Standard Deviation(%) | NA | 17.63 | 15.40 | 15.47 | 17.11 | NA | NA | 16.37 | 21.41 | 12.53 | 11.88 | 19.69 | 12.95 | 34.01 | 11.20 | 15.26 | 6.53 | 12.39 | 14.71 | 13.37 | 10.32 | 11.51 | 20.99 | 15.95 | 24.82 | 38.47 | 15.44 | 9.09 | 9.52 | 9.79 | 15.19 | 23.40 | 15.32 | 17.66 | 14.71 | 16.56 | 15.28 | 10.86 | 7.47 | 8.63 | 7.62 | 8.68 | 12.83 | 14.50 | 11.50 | 14.27 | 29.04 | 13.32 | 11.45 | 16.75 | 13.15 | 17.41 | 13.34 | 15.85 |
| Draw Down(%) | NA | 15.68 | 15.68 | 21.04 | 34.65 | NA | NA | 53.95 | 14.66 | 7.84 | 7.85 | 21.04 | 6.36 | 34.65 | 5.45 | 15.61 | 3.57 | 8.98 | 12.15 | 7.72 | 4.75 | 8.09 | 15.92 | 13.52 | 28.01 | 44.10 | 11.01 | 5.95 | 6.15 | 6.05 | 15.17 | 30.31 | 16.80 | 13.88 | 13.83 | 15.42 | 8.92 | 5.85 | 2.48 | 9.16 | 4.10 | 5.30 | 6.13 | 18.66 | 6.33 | 7.50 | 28.77 | 9.01 | 8.02 | 18.85 | 5.92 | 10.76 | 15.99 | 18.32 |
| Yield(%) | 0.00 | 1.09 | 1.75 | 1.99 | 4.43 | 6.86 | 5.16 | 17.98 | 0.33 | 1.52 | 1.85 | 1.68 | 1.72 | 1.79 | 7.92 | 7.25 | 5.67 | 6.88 | 5.87 | 7.38 | 5.15 | 2.50 | 2.52 | 2.68 | 3.20 | 3.66 | 7.60 | 4.75 | 3.37 | 2.85 | 2.99 | 2.16 | 4.14 | 10.64 | 11.21 | 10.55 | 9.31 | 8.24 | 10.12 | 5.82 | 3.37 | 3.53 | 4.15 | 4.10 | 4.95 | 4.74 | 4.17 | 4.65 | 5.15 | 4.68 | 5.29 | 6.02 | 5.61 | 5.42 |
Data as of 06/20/2025, AR inception is 01/30/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWSHX (WASHINGTON MUTUAL INVESTORS FUND CLASS A) |
-13.77%
Feb 2006 - Feb 2009 |
-6.08%
Feb 2004 - Feb 2009 |
-0.75%
Feb 1999 - Feb 2009 |
5.18%
Mar 1998 - Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWSHX (WASHINGTON MUTUAL INVESTORS FUND CLASS A) |
32.29%
Mar 1995 - Mar 1998 |
25.01%
Jun 1994 - Jun 1999 |
16.82%
Apr 1988 - Apr 1998 |
16.08%
Jun 1984 - Jun 1999 |
Annualized Rolling Returns Comparison Chart