Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWMAX (WASHINGTON MUTUAL INVESTORS FUND CLASS 529-A) | 5.39% | 17.01% | 18.16% | 9.72% | 12.00% | 11.93% | 9.42% | … | … |
Data as of 06/03/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWMAX (WASHINGTON MUTUAL INVESTORS FUND CLASS 529-A) | 03/15/2002 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 17.01 | 18.16 | 9.72 | 12.00 | 11.93 | 9.42 | … | … | 5.39 | 17.18 | 18.97 | 17.18 | -12.45 | 22.33 | 6.20 | 25.51 | -3.05 | 20.12 | 13.33 | -0.34 | 11.45 | 31.83 | 12.39 | 6.95 | 13.30 | 18.92 | -33.15 | 3.99 | 17.95 | 3.47 | 9.82 | 24.33 | -20.71 |
| Sharpe Ratio | NA | 1.59 | 1.23 | 0.51 | 0.63 | NA | NA | … | … | 1.05 | 0.93 | 1.40 | 1.20 | -0.71 | 1.72 | 0.17 | 2.15 | -0.29 | 3.18 | 1.06 | -0.03 | 0.86 | 3.07 | 1.08 | 0.33 | 0.83 | 0.76 | -0.88 | 0.05 | 1.60 | 0.13 | 0.90 | 1.55 | -1.05 |
| Standard Deviation(%) | NA | 10.28 | 12.59 | 14.35 | 16.47 | NA | NA | … | … | 11.65 | 15.52 | 10.99 | 11.34 | 19.70 | 12.94 | 33.99 | 11.20 | 15.24 | 6.14 | 12.42 | 14.69 | 13.37 | 10.34 | 11.49 | 21.01 | 15.93 | 24.85 | 38.44 | 15.44 | 9.11 | 9.60 | 9.78 | 15.21 | 25.01 |
| Draw Down(%) | NA | 8.37 | 14.65 | 21.07 | 34.65 | NA | NA | … | … | 8.37 | 14.65 | 5.66 | 7.87 | 21.07 | 6.39 | 34.65 | 5.47 | 15.63 | 2.67 | 8.99 | 12.19 | 7.71 | 4.75 | 8.10 | 15.94 | 13.51 | 28.03 | 44.14 | 11.02 | 5.95 | 6.18 | 6.05 | 15.17 | 31.39 |
| Yield(%) | 0.00 | 10.15 | 10.03 | 6.24 | 7.86 | 9.27 | 7.23 | … | … | 0.31 | 10.69 | 10.86 | 6.76 | 1.65 | 1.68 | 1.76 | 7.87 | 7.18 | 8.14 | 6.81 | 5.78 | 7.29 | 5.05 | 2.42 | 2.44 | 2.62 | 3.15 | 3.61 | 7.52 | 4.68 | 3.29 | 2.76 | 1.86 | 0.00 |
Data as of 06/03/2026, Common starting date is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWMAX (WASHINGTON MUTUAL INVESTORS FUND CLASS 529-A) |
-13.82%
Feb 2006 – Feb 2009 |
-6.15%
Feb 2004 – Feb 2009 |
3.51%
May 2002 – May 2012 |
6.49%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWMAX (WASHINGTON MUTUAL INVESTORS FUND CLASS 529-A) |
23.57%
Feb 2009 – Feb 2012 |
21.63%
Feb 2009 – Feb 2014 |
15.54%
Feb 2009 – Feb 2019 |
13.68%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart