Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RWMBX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-2) | 5.04% | 4.54% | 9.35% | 8.25% | 8.20% | 10.46% | 7.34% | 7.09% |
Data as of 07/17/2025, AR inception is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWMBX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-2) | 06/10/2002 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 4.54 | 9.35 | 8.25 | 8.20 | 10.46 | 7.34 | 7.09 | 5.04 | 8.08 | 10.99 | -13.16 | 21.32 | 5.43 | 24.56 | -3.77 | 19.24 | 12.55 | -1.00 | 10.69 | 30.97 | 11.67 | 6.20 | 12.43 | 18.01 | -33.65 | 3.22 | 17.04 | 2.69 | 8.99 | 24.73 | -15.10 |
| Sharpe Ratio | NA | 0.11 | 0.37 | 0.44 | 0.40 | NA | NA | 0.33 | 0.32 | 0.12 | 0.57 | -0.74 | 1.64 | 0.15 | 2.07 | -0.33 | 3.04 | 1.00 | -0.07 | 0.80 | 2.99 | 1.02 | 0.29 | 0.77 | 0.72 | -0.90 | 0.01 | 1.52 | 0.05 | 0.82 | 1.58 | -0.93 |
| Standard Deviation(%) | NA | 17.73 | 15.28 | 15.38 | 17.09 | NA | NA | 17.90 | 20.39 | 12.60 | 11.88 | 19.70 | 12.97 | 34.02 | 11.21 | 15.25 | 6.14 | 12.40 | 14.71 | 13.27 | 10.33 | 11.51 | 20.98 | 15.93 | 24.83 | 38.43 | 15.43 | 9.09 | 9.58 | 9.79 | 15.19 | 28.33 |
| Draw Down(%) | NA | 15.96 | 15.96 | 21.56 | 34.71 | NA | NA | 54.49 | 14.74 | 7.94 | 8.03 | 21.56 | 6.44 | 34.71 | 5.50 | 15.80 | 2.77 | 9.06 | 12.46 | 7.76 | 4.81 | 8.17 | 16.00 | 13.63 | 28.11 | 44.50 | 11.10 | 6.03 | 6.25 | 6.19 | 15.30 | 26.60 |
| Yield(%) | 0.00 | 0.48 | 0.96 | 1.04 | 3.82 | 5.97 | 4.36 | 4.44 | 0.14 | 0.69 | 1.08 | 0.99 | 0.86 | 1.10 | 7.16 | 6.53 | 7.45 | 6.14 | 5.18 | 6.65 | 4.37 | 1.73 | 1.75 | 1.91 | 2.42 | 2.98 | 6.80 | 3.91 | 2.58 | 2.07 | 2.32 | 0.00 |
Data as of 07/17/2025, AR inception is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWMBX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-2) |
-14.48%
Feb 2006 - Feb 2009 |
-6.86%
Feb 2004 - Feb 2009 |
5.01%
Jul 2002 - Jul 2012 |
5.71%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWMBX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-2) |
22.68%
Feb 2009 - Feb 2012 |
20.78%
Feb 2009 - Feb 2014 |
14.73%
Feb 2009 - Feb 2019 |
12.50%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart