Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FWMMX (American Funds Washington Mutual Investors Fund) | 5.81% | 17.68% | 18.57% | 11.99% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FWMMX (American Funds Washington Mutual Investors Fund) | 11/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 17.68 | 18.57 | 11.99 | NA | NA | NA | … | … | 5.81 | 17.46 | 19.28 | 17.48 | -8.27 | 28.73 | 13.08 |
| Sharpe Ratio | NA | 1.62 | 1.26 | 0.68 | NA | NA | NA | … | … | 1.06 | 0.94 | 1.42 | 1.23 | -0.50 | 2.38 | 8.32 |
| Standard Deviation(%) | NA | 10.30 | 12.60 | 14.14 | NA | NA | NA | … | … | 11.67 | 15.54 | 10.99 | 11.33 | 19.49 | 12.07 | 13.56 |
| Draw Down(%) | NA | 8.35 | 14.64 | 18.51 | NA | NA | NA | … | … | 8.35 | 14.64 | 5.64 | 7.80 | 18.51 | 4.21 | 2.03 |
| Yield(%) | 0.00 | 10.36 | 10.28 | 8.18 | 5.54 | 3.69 | 2.77 | … | … | 0.37 | 10.91 | 11.09 | 7.01 | 5.62 | 7.62 | 2.09 |
Data as of 06/04/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FWMMX (American Funds Washington Mutual Investors Fund) |
8.73%
Dec 2021 – Dec 2024 |
11.63%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FWMMX (American Funds Washington Mutual Investors Fund) |
21.69%
Sep 2022 – Sep 2025 |
14.83%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart