Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RWEBX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-2E) | 5.49% | 16.84% | 17.73% | 11.19% | 12.65% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWEBX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-2E) | 09/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 16.84 | 17.73 | 11.19 | 12.65 | NA | NA | … | … | 5.49 | 16.62 | 18.43 | 16.64 | -8.91 | 27.82 | 7.16 | 24.96 | -3.48 | 19.60 | 12.88 | -0.48 | 8.51 |
| Sharpe Ratio | NA | 1.53 | 1.19 | 0.63 | 0.68 | NA | NA | … | … | 1.00 | 0.89 | 1.35 | 1.16 | -0.53 | 2.30 | 0.20 | 2.10 | -0.32 | 3.13 | 1.02 | -0.03 | 1.64 |
| Standard Deviation(%) | NA | 10.31 | 12.60 | 14.14 | 16.37 | NA | NA | … | … | 11.66 | 15.55 | 10.98 | 11.34 | 19.49 | 12.08 | 33.98 | 11.19 | 15.24 | 6.08 | 12.40 | 14.68 | 16.95 |
| Draw Down(%) | NA | 8.45 | 14.71 | 18.94 | 34.67 | NA | NA | … | … | 8.45 | 14.71 | 5.68 | 7.96 | 18.94 | 4.27 | 34.67 | 5.48 | 15.73 | 2.74 | 9.00 | 12.23 | 7.70 |
| Yield(%) | 0.00 | 9.71 | 9.54 | 7.51 | 8.69 | 6.63 | 4.97 | … | … | 0.19 | 10.23 | 10.38 | 6.30 | 5.01 | 6.86 | 2.72 | 7.40 | 6.79 | 7.73 | 6.46 | 5.84 | 11.13 |
Data as of 06/04/2026, Common starting date is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWEBX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-2E) |
2.74%
Mar 2017 – Mar 2020 |
4.85%
Mar 2015 – Mar 2020 |
10.59%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWEBX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-2E) |
20.83%
Sep 2022 – Sep 2025 |
17.12%
Mar 2020 – Mar 2025 |
13.39%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart