Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RWMFX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-5) | 2.18% | 4.85% | 8.55% | 9.64% | 9.10% | 11.45% | 8.42% | 8.12% |
Data as of 06/25/2025, AR inception is 06/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWMFX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-5) | 06/07/2002 | 06/25/2025 |
| 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 (%) | 1.36 | 4.85 | 8.55 | 9.64 | 9.10 | 11.45 | 8.42 | 8.12 | 2.18 | 9.41 | 12.25 | -12.18 | 22.69 | 6.53 | 25.92 | -2.77 | 20.50 | 13.70 | -0.03 | 11.86 | 32.28 | 12.80 | 7.31 | 13.67 | 19.37 | -32.94 | 4.31 | 18.32 | 3.79 | 10.16 | 26.09 | -13.99 |
| Sharpe Ratio | NA | -0.02 | 0.43 | 0.46 | 0.44 | NA | NA | 0.39 | -0.07 | 0.22 | 0.68 | -0.69 | 1.75 | 0.18 | 2.19 | -0.27 | 3.26 | 1.09 | 0.00 | 0.88 | 3.13 | 1.12 | 0.35 | 0.85 | 0.78 | -0.88 | 0.09 | 1.66 | 0.17 | 0.95 | 1.67 | -0.86 |
| Standard Deviation(%) | NA | 17.65 | 15.41 | 15.47 | 17.10 | NA | NA | 17.92 | 21.42 | 12.55 | 11.87 | 19.69 | 12.93 | 34.02 | 11.19 | 15.25 | 6.13 | 12.39 | 14.73 | 13.45 | 10.31 | 11.50 | 20.97 | 15.92 | 24.84 | 38.46 | 15.42 | 9.09 | 9.59 | 9.74 | 15.20 | 28.32 |
| Draw Down(%) | NA | 15.62 | 15.62 | 20.89 | 34.64 | NA | NA | 53.74 | 14.62 | 7.86 | 7.79 | 20.89 | 6.35 | 34.64 | 5.43 | 15.57 | 2.67 | 8.98 | 12.05 | 7.70 | 4.74 | 8.09 | 15.89 | 13.46 | 27.93 | 43.97 | 10.97 | 5.95 | 6.12 | 6.01 | 15.13 | 26.51 |
| Yield(%) | 0.00 | 1.29 | 1.96 | 2.33 | 5.02 | 7.85 | 5.77 | 5.89 | 0.40 | 1.79 | 2.12 | 1.91 | 2.01 | 2.05 | 8.20 | 7.47 | 8.45 | 7.15 | 6.11 | 7.64 | 5.44 | 2.79 | 2.78 | 2.96 | 3.49 | 3.89 | 7.84 | 4.99 | 3.61 | 3.08 | 3.25 | 0.68 |
Data as of 06/25/2025, AR inception is 06/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWMFX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-5) |
-13.55%
Feb 2006 - Feb 2009 |
-5.86%
Feb 2004 - Feb 2009 |
6.20%
Jul 2002 - Jul 2012 |
6.84%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWMFX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-5) |
24.01%
Feb 2009 - Feb 2012 |
22.06%
Feb 2009 - Feb 2014 |
15.93%
Feb 2009 - Feb 2019 |
13.70%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart