Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWMBX (WASHINGTON MUTUAL INVESTORS FUND CLASS 529-B) | NA | 16.05% | 8.62% | 12.34% | 5.74% | 5.80% | NA | … | … |
Data as of 04/10/2017, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWMBX (WASHINGTON MUTUAL INVESTORS FUND CLASS 529-B) | 03/15/2002 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 16.05 | 8.62 | 12.34 | 5.74 | 5.80 | NA | … | … | 4.11 | 12.41 | -1.03 | 10.22 | 30.79 | 11.52 | 6.08 | 12.37 | 17.98 | -33.70 | 3.09 | 16.96 | 2.60 | 8.87 | 23.78 | -20.82 |
| Sharpe Ratio | NA | 1.67 | 0.65 | 0.99 | 0.27 | NA | NA | … | … | 2.61 | 0.98 | -0.07 | 0.78 | 2.98 | 1.00 | 0.29 | 0.77 | 0.72 | -0.90 | 0.00 | 1.51 | 0.04 | 0.81 | 1.52 | -1.06 |
| Standard Deviation(%) | NA | 9.21 | 13.06 | 12.37 | 19.59 | NA | NA | … | … | 6.00 | 12.42 | 14.68 | 13.03 | 10.33 | 11.51 | 21.01 | 15.95 | 24.83 | 38.46 | 15.45 | 9.08 | 9.59 | 9.78 | 15.20 | 25.02 |
| Draw Down(%) | NA | 4.82 | 12.53 | 12.53 | 54.56 | NA | NA | … | … | 2.29 | 9.08 | 12.53 | 7.80 | 4.84 | 8.17 | 16.00 | 13.64 | 28.10 | 44.55 | 11.12 | 6.04 | 6.27 | 6.22 | 15.29 | 31.41 |
| Yield(%) | 0.00 | 5.39 | 5.62 | 5.68 | 3.67 | 3.65 | 2.69 | … | … | 0.00 | 5.74 | 4.92 | 6.42 | 4.12 | 1.51 | 1.59 | 1.82 | 2.38 | 2.94 | 6.72 | 3.84 | 2.46 | 1.91 | 1.38 | 0.00 |
Data as of 04/10/2017, 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 |
|---|---|---|---|---|
| CWMBX (WASHINGTON MUTUAL INVESTORS FUND CLASS 529-B) |
-14.55%
Feb 2006 – Feb 2009 |
-6.94%
Feb 2004 – Feb 2009 |
2.74%
May 2002 – May 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWMBX (WASHINGTON MUTUAL INVESTORS FUND CLASS 529-B) |
22.59%
Feb 2009 – Feb 2012 |
20.67%
Feb 2009 – Feb 2014 |
7.21%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart