Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RWMCX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-3) | 5.55% | 17.01% | 17.91% | 9.30% | 11.62% | 11.67% | 9.12% | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWMCX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-3) | 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 (%) | 0.22 | 17.01 | 17.91 | 9.30 | 11.62 | 11.67 | 9.12 | … | … | 5.55 | 16.81 | 18.58 | 16.84 | -12.74 | 21.90 | 5.90 | 25.14 | -3.34 | 19.76 | 13.01 | -0.60 | 11.18 | 31.48 | 12.09 | 6.69 | 12.97 | 18.59 | -33.30 | 3.72 | 17.61 | 3.19 | 9.49 | 25.22 | -14.99 |
| Sharpe Ratio | NA | 1.55 | 1.20 | 0.49 | 0.61 | NA | NA | … | … | 1.01 | 0.90 | 1.36 | 1.17 | -0.72 | 1.69 | 0.17 | 2.12 | -0.31 | 3.12 | 1.03 | -0.04 | 0.84 | 3.04 | 1.05 | 0.32 | 0.81 | 0.75 | -0.89 | 0.04 | 1.57 | 0.10 | 0.87 | 1.61 | -0.92 |
| Standard Deviation(%) | NA | 10.32 | 12.60 | 14.35 | 16.48 | NA | NA | … | … | 11.67 | 15.56 | 10.98 | 11.33 | 19.69 | 12.95 | 34.02 | 11.19 | 15.24 | 6.14 | 12.39 | 14.69 | 13.33 | 10.34 | 11.52 | 21.02 | 15.93 | 24.79 | 38.45 | 15.45 | 9.08 | 9.58 | 9.78 | 15.18 | 28.31 |
| Draw Down(%) | NA | 8.41 | 14.70 | 21.26 | 34.68 | NA | NA | … | … | 8.41 | 14.70 | 5.68 | 7.93 | 21.26 | 6.40 | 34.68 | 5.48 | 15.69 | 2.74 | 9.01 | 12.30 | 7.75 | 4.80 | 8.14 | 15.97 | 13.55 | 28.01 | 44.24 | 11.04 | 6.00 | 6.16 | 6.11 | 15.23 | 26.52 |
| Yield(%) | 0.00 | 9.93 | 9.76 | 5.94 | 7.47 | 8.90 | 6.87 | … | … | 0.23 | 10.46 | 10.61 | 6.50 | 1.38 | 1.34 | 1.50 | 7.60 | 6.93 | 7.88 | 6.56 | 5.55 | 7.05 | 4.79 | 2.16 | 2.18 | 2.36 | 2.91 | 3.41 | 7.26 | 4.39 | 3.05 | 2.49 | 2.71 | 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 |
|---|---|---|---|---|
| RWMCX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-3) |
-14.06%
Feb 2006 – Feb 2009 |
-6.41%
Feb 2004 – Feb 2009 |
5.50%
Jul 2002 – Jul 2012 |
6.19%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWMCX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-3) |
23.26%
Feb 2009 – Feb 2012 |
21.32%
Feb 2009 – Feb 2014 |
15.23%
Feb 2009 – Feb 2019 |
13.36%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart