Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWMCX (WASHINGTON MUTUAL INVESTORS FUND CLASS 529-C) | 4.03% | 15.22% | 16.88% | 8.64% | 10.98% | 11.05% | 8.52% | … | … |
Data as of 06/05/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWMCX (WASHINGTON MUTUAL INVESTORS FUND CLASS 529-C) | 03/15/2002 | 06/05/2026 |
| 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 (%) | -1.34 | 15.22 | 16.88 | 8.64 | 10.98 | 11.05 | 8.52 | … | … | 4.03 | 16.28 | 18.07 | 16.27 | -13.12 | 21.36 | 5.44 | 24.60 | -3.78 | 19.21 | 12.44 | -1.11 | 10.60 | 30.80 | 11.51 | 6.12 | 12.37 | 17.99 | -33.67 | 3.16 | 16.97 | 2.61 | 8.88 | 23.75 | -20.82 |
| Sharpe Ratio | NA | 1.50 | 1.16 | 0.45 | 0.58 | NA | NA | … | … | 0.97 | 0.87 | 1.31 | 1.12 | -0.74 | 1.65 | 0.15 | 2.06 | -0.34 | 3.03 | 0.98 | -0.08 | 0.80 | 2.98 | 1.00 | 0.29 | 0.77 | 0.72 | -0.90 | 0.00 | 1.50 | 0.04 | 0.81 | 1.52 | -1.06 |
| Standard Deviation(%) | NA | 10.30 | 12.60 | 14.36 | 16.48 | NA | NA | … | … | 11.67 | 15.53 | 10.99 | 11.34 | 19.69 | 12.96 | 34.02 | 11.20 | 15.25 | 6.16 | 12.42 | 14.69 | 13.21 | 10.32 | 11.50 | 20.97 | 15.98 | 24.85 | 38.44 | 15.45 | 9.07 | 9.58 | 9.80 | 15.17 | 25.05 |
| Draw Down(%) | NA | 8.47 | 14.73 | 21.53 | 34.71 | NA | NA | … | … | 8.47 | 14.73 | 5.70 | 8.04 | 21.53 | 6.43 | 34.71 | 5.50 | 15.79 | 2.79 | 9.07 | 12.52 | 7.78 | 4.83 | 8.18 | 15.98 | 13.67 | 28.12 | 44.54 | 11.10 | 6.04 | 6.27 | 6.18 | 15.29 | 31.45 |
| Yield(%) | 0.00 | 9.46 | 9.22 | 5.49 | 6.86 | 8.10 | 6.23 | … | … | 0.11 | 9.95 | 10.08 | 5.97 | 0.96 | 0.82 | 1.03 | 7.09 | 6.46 | 7.23 | 6.04 | 5.05 | 6.52 | 4.20 | 1.60 | 1.66 | 1.84 | 2.40 | 2.94 | 6.73 | 3.85 | 2.48 | 1.92 | 1.40 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| CWMCX (WASHINGTON MUTUAL INVESTORS FUND CLASS 529-C) |
-14.52%
Feb 2006 – Feb 2009 |
-6.92%
Feb 2004 – Feb 2009 |
2.76%
May 2002 – May 2012 |
5.67%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWMCX (WASHINGTON MUTUAL INVESTORS FUND CLASS 529-C) |
22.61%
Feb 2009 – Feb 2012 |
20.69%
Feb 2009 – Feb 2014 |
14.65%
Feb 2009 – Feb 2019 |
12.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart