Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWMFX (Washington Mutual Investors Fund Inc Class 5) | 4.45% | 16.31% | 17.98% | 9.66% | 12.03% | 12.13% | 9.59% | … | … |
Data as of 06/05/2026, Common starting date is 03/14/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWMFX (Washington Mutual Investors Fund Inc Class 5) | 03/14/2002 | 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 (%) | -1.31 | 16.31 | 17.98 | 9.66 | 12.03 | 12.13 | 9.59 | … | … | 4.45 | 17.35 | 19.15 | 17.39 | -12.31 | 22.49 | 6.44 | 25.79 | -2.83 | 20.38 | 13.58 | -0.14 | 11.73 | 32.11 | 12.65 | 7.19 | 13.53 | 19.15 | -32.97 | 4.18 | 18.17 | 3.57 | 9.68 | 24.25 | -19.82 |
| Sharpe Ratio | NA | 1.60 | 1.25 | 0.52 | 0.64 | NA | NA | … | … | 1.06 | 0.93 | 1.41 | 1.22 | -0.70 | 1.74 | 0.18 | 2.17 | -0.28 | 3.23 | 1.08 | -0.01 | 0.87 | 3.11 | 1.10 | 0.34 | 0.84 | 0.77 | -0.88 | 0.07 | 1.63 | 0.14 | 0.89 | 1.54 | -1.01 |
| Standard Deviation(%) | NA | 10.32 | 12.61 | 14.36 | 16.48 | NA | NA | … | … | 11.66 | 15.56 | 11.00 | 11.35 | 19.70 | 12.94 | 34.04 | 11.19 | 15.23 | 6.14 | 12.40 | 14.70 | 13.42 | 10.31 | 11.52 | 20.98 | 15.96 | 24.80 | 38.41 | 15.43 | 9.08 | 9.57 | 9.77 | 15.24 | 25.02 |
| Draw Down(%) | NA | 8.36 | 14.64 | 20.99 | 34.65 | NA | NA | … | … | 8.36 | 14.64 | 5.65 | 7.84 | 20.99 | 6.39 | 34.65 | 5.46 | 15.59 | 2.67 | 8.96 | 12.09 | 7.70 | 4.73 | 8.08 | 15.90 | 13.48 | 27.95 | 44.01 | 10.99 | 5.93 | 6.14 | 6.08 | 15.18 | 31.35 |
| Yield(%) | 0.00 | 10.37 | 10.26 | 6.42 | 8.08 | 9.68 | 7.50 | … | … | 0.34 | 10.91 | 11.08 | 6.97 | 1.81 | 1.88 | 2.00 | 8.16 | 7.44 | 8.40 | 7.06 | 6.02 | 7.55 | 5.32 | 2.66 | 2.66 | 2.85 | 3.36 | 3.80 | 7.75 | 4.90 | 3.39 | 2.69 | 1.82 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/14/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWMFX (Washington Mutual Investors Fund Inc Class 5) |
-13.65%
Feb 2006 – Feb 2009 |
-6.02%
Feb 2004 – Feb 2009 |
3.63%
May 2002 – May 2012 |
6.71%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWMFX (Washington Mutual Investors Fund Inc Class 5) |
23.84%
Feb 2009 – Feb 2012 |
21.89%
Feb 2009 – Feb 2014 |
15.80%
Feb 2009 – Feb 2019 |
13.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart