Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RWMAX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-1) | 5.36% | 16.50% | 17.39% | 8.82% | 11.13% | 11.18% | 8.64% | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWMAX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-1) | 06/10/2002 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 16.50 | 17.39 | 8.82 | 11.13 | 11.18 | 8.64 | … | … | 5.36 | 16.28 | 18.08 | 16.32 | -13.12 | 21.36 | 5.44 | 24.56 | -3.75 | 19.22 | 12.52 | -1.05 | 10.65 | 30.92 | 11.62 | 6.21 | 12.46 | 18.08 | -33.62 | 3.24 | 17.00 | 2.64 | 8.97 | 24.75 | -14.99 |
| Sharpe Ratio | NA | 1.50 | 1.17 | 0.45 | 0.58 | NA | NA | … | … | 0.96 | 0.87 | 1.34 | 1.13 | -0.74 | 1.65 | 0.15 | 2.06 | -0.34 | 3.04 | 0.99 | -0.07 | 0.80 | 2.99 | 1.02 | 0.29 | 0.78 | 0.72 | -0.90 | 0.01 | 1.51 | 0.04 | 0.82 | 1.58 | -0.92 |
| Standard Deviation(%) | NA | 10.32 | 12.55 | 14.33 | 16.47 | NA | NA | … | … | 11.68 | 15.55 | 10.80 | 11.36 | 19.70 | 12.96 | 34.03 | 11.20 | 15.25 | 6.13 | 12.41 | 14.72 | 13.24 | 10.33 | 11.48 | 21.00 | 15.94 | 24.82 | 38.43 | 15.43 | 9.06 | 9.60 | 9.78 | 15.22 | 28.26 |
| Draw Down(%) | NA | 8.47 | 14.73 | 21.52 | 34.70 | NA | NA | … | … | 8.47 | 14.73 | 5.60 | 8.02 | 21.52 | 6.44 | 34.70 | 5.50 | 15.80 | 2.78 | 9.06 | 12.50 | 7.78 | 4.81 | 8.15 | 15.96 | 13.63 | 28.08 | 44.48 | 11.10 | 6.01 | 6.25 | 6.16 | 15.28 | 26.53 |
| Yield(%) | 0.00 | 9.51 | 9.29 | 5.51 | 6.92 | 8.19 | 6.30 | … | … | 0.12 | 10.01 | 10.16 | 6.06 | 0.99 | 0.85 | 1.08 | 7.11 | 6.49 | 7.42 | 6.11 | 5.12 | 6.60 | 4.29 | 1.70 | 1.73 | 1.93 | 2.51 | 3.01 | 6.78 | 3.90 | 2.54 | 2.04 | 2.21 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWMAX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-1) |
-14.46%
Feb 2006 – Feb 2009 |
-6.86%
Feb 2004 – Feb 2009 |
5.03%
Jul 2002 – Jul 2012 |
5.72%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWMAX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-1) |
22.69%
Feb 2009 – Feb 2012 |
20.77%
Feb 2009 – Feb 2014 |
14.72%
Feb 2009 – Feb 2019 |
12.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart