Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FWMIX (WASHINGTON MUTUAL INVESTORS FUND CLASS F-3) | 5.85% | 17.77% | 18.67% | 12.09% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/30/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FWMIX (WASHINGTON MUTUAL INVESTORS FUND CLASS F-3) | 01/30/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 17.77 | 18.67 | 12.09 | NA | NA | NA | … | … | 5.85 | 17.55 | 19.35 | 17.58 | -8.17 | 28.85 | 8.06 | 25.98 | -2.69 | 18.66 |
| Sharpe Ratio | NA | 1.63 | 1.26 | 0.69 | NA | NA | NA | … | … | 1.08 | 0.95 | 1.43 | 1.24 | -0.49 | 2.39 | 0.23 | 2.19 | -0.27 | 3.23 |
| Standard Deviation(%) | NA | 10.30 | 12.60 | 14.15 | NA | NA | NA | … | … | 11.66 | 15.55 | 10.98 | 11.34 | 19.49 | 12.08 | 33.99 | 11.20 | 15.23 | 6.12 |
| Draw Down(%) | NA | 8.34 | 14.63 | 18.46 | NA | NA | NA | … | … | 8.34 | 14.63 | 5.64 | 7.78 | 18.46 | 4.20 | 34.62 | 5.43 | 15.56 | 2.65 |
| Yield(%) | 0.00 | 10.45 | 10.38 | 8.27 | 8.75 | 5.83 | 4.38 | … | … | 0.39 | 11.01 | 11.19 | 7.10 | 5.71 | 7.75 | 3.46 | 8.26 | 7.52 | 8.44 |
Data as of 06/04/2026, Common starting date is 01/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FWMIX (WASHINGTON MUTUAL INVESTORS FUND CLASS F-3) |
3.58%
Mar 2017 – Mar 2020 |
8.30%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FWMIX (WASHINGTON MUTUAL INVESTORS FUND CLASS F-3) |
21.80%
Sep 2022 – Sep 2025 |
18.06%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart