Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWMEX (WASHINGTON MUTUAL INVESTORS FUND CLASS 529-E) | 5.60% | 17.10% | 17.99% | 9.38% | 11.69% | 11.73% | 9.15% | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWMEX (WASHINGTON MUTUAL INVESTORS FUND CLASS 529-E) | 03/15/2002 | 06/04/2026 |
| 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 (%) | 0.22 | 17.10 | 17.99 | 9.38 | 11.69 | 11.73 | 9.15 | … | … | 5.60 | 16.88 | 18.69 | 16.87 | -12.67 | 21.99 | 5.97 | 25.22 | -3.30 | 19.83 | 13.04 | -0.58 | 11.20 | 31.47 | 12.11 | 6.68 | 12.96 | 18.55 | -33.32 | 3.67 | 17.59 | 3.13 | 9.47 | 24.09 | -20.88 |
| Sharpe Ratio | NA | 1.56 | 1.21 | 0.49 | 0.62 | NA | NA | … | … | 1.02 | 0.90 | 1.37 | 1.18 | -0.72 | 1.70 | 0.17 | 2.12 | -0.31 | 3.13 | 1.03 | -0.04 | 0.84 | 3.04 | 1.06 | 0.32 | 0.81 | 0.74 | -0.89 | 0.03 | 1.57 | 0.09 | 0.87 | 1.54 | -1.06 |
| Standard Deviation(%) | NA | 10.31 | 12.60 | 14.36 | 16.48 | NA | NA | … | … | 11.67 | 15.55 | 10.99 | 11.34 | 19.69 | 12.95 | 34.02 | 11.19 | 15.23 | 6.14 | 12.43 | 14.70 | 13.32 | 10.34 | 11.51 | 21.01 | 15.93 | 24.86 | 38.46 | 15.43 | 9.09 | 9.58 | 9.81 | 15.22 | 25.03 |
| Draw Down(%) | NA | 8.40 | 14.68 | 21.22 | 34.67 | NA | NA | … | … | 8.40 | 14.68 | 5.67 | 7.91 | 21.22 | 6.40 | 34.67 | 5.48 | 15.69 | 2.72 | 9.03 | 12.29 | 7.74 | 4.77 | 8.10 | 15.96 | 13.55 | 28.04 | 44.28 | 11.04 | 5.97 | 6.18 | 6.12 | 15.24 | 31.46 |
| Yield(%) | 0.00 | 10.00 | 9.83 | 6.00 | 7.55 | 8.97 | 6.92 | … | … | 0.25 | 10.53 | 10.67 | 6.56 | 1.44 | 1.42 | 1.56 | 7.66 | 6.99 | 7.93 | 6.59 | 5.57 | 7.06 | 4.79 | 2.15 | 2.18 | 2.35 | 2.88 | 3.37 | 7.24 | 4.39 | 2.99 | 2.45 | 1.67 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CWMEX (WASHINGTON MUTUAL INVESTORS FUND CLASS 529-E) |
-14.08%
Feb 2006 – Feb 2009 |
-6.44%
Feb 2004 – Feb 2009 |
3.23%
May 2002 – May 2012 |
6.22%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWMEX (WASHINGTON MUTUAL INVESTORS FUND CLASS 529-E) |
23.23%
Feb 2009 – Feb 2012 |
21.31%
Feb 2009 – Feb 2014 |
15.25%
Feb 2009 – Feb 2019 |
13.39%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart