Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FWWMX (American Funds Washington Mutual Investors Fund Class 529-F-3) | 5.82% | 17.70% | 18.60% | 12.03% | 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 |
|---|---|---|
| FWWMX (American Funds Washington Mutual Investors Fund Class 529-F-3) | 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 (%) | 0.23 | 17.70 | 18.60 | 12.03 | NA | NA | NA | … | … | 5.82 | 17.50 | 19.29 | 17.51 | -8.22 | 28.77 | 13.10 |
| Sharpe Ratio | NA | 1.62 | 1.26 | 0.69 | NA | NA | NA | … | … | 1.07 | 0.94 | 1.43 | 1.23 | -0.50 | 2.38 | 8.35 |
| Standard Deviation(%) | NA | 10.29 | 12.59 | 14.14 | NA | NA | NA | … | … | 11.67 | 15.54 | 10.99 | 11.34 | 19.49 | 12.10 | 13.55 |
| Draw Down(%) | NA | 8.36 | 14.62 | 18.49 | NA | NA | NA | … | … | 8.36 | 14.62 | 5.64 | 7.81 | 18.49 | 4.22 | 2.03 |
| Yield(%) | 0.00 | 10.40 | 10.32 | 8.22 | 5.56 | 3.71 | 2.78 | … | … | 0.38 | 10.95 | 11.13 | 7.04 | 5.65 | 7.68 | 2.11 |
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 |
|---|---|---|---|---|
| FWWMX (American Funds Washington Mutual Investors Fund Class 529-F-3) |
8.76%
Dec 2021 – Dec 2024 |
11.67%
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 |
|---|---|---|---|---|
| FWWMX (American Funds Washington Mutual Investors Fund Class 529-F-3) |
21.74%
Sep 2022 – Sep 2025 |
14.88%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart