Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RWMGX (WASHINGTON MUTUAL INVESTORS FUND R-6) | 5.56% | 12.31% | 16.35% | 15.50% | 11.98% | 13.22% | NA | 13.73% |
Data as of 06/20/2025, AR inception is 05/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWMGX (WASHINGTON MUTUAL INVESTORS FUND R-6) | 05/04/2009 | 06/20/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.35 | 12.31 | 16.35 | 15.50 | 11.98 | 13.22 | NA | 13.73 | 5.56 | 19.35 | 17.58 | -8.17 | 28.84 | 8.02 | 25.95 | -2.71 | 20.57 | 13.13 | 0.03 | 11.54 | 32.33 | 12.85 | 7.35 | 13.70 | 21.75 |
| Sharpe Ratio | NA | 0.55 | 0.96 | 0.92 | 0.63 | NA | NA | 0.80 | 0.45 | 1.43 | 1.24 | -0.49 | 2.38 | 0.23 | 2.18 | -0.27 | 3.26 | 1.04 | 0.00 | 1.09 | 3.13 | 1.12 | 0.35 | 0.85 | 2.07 |
| Standard Deviation(%) | NA | 16.49 | 14.59 | 14.81 | 16.81 | NA | NA | 15.97 | 20.44 | 10.99 | 11.33 | 19.49 | 12.09 | 33.97 | 11.21 | 15.25 | 6.14 | 12.43 | 14.70 | 10.53 | 10.33 | 11.51 | 20.98 | 15.94 | 16.52 |
| Draw Down(%) | NA | 14.61 | 14.61 | 18.46 | 34.64 | NA | NA | 34.64 | 14.61 | 5.65 | 7.77 | 18.46 | 4.20 | 34.64 | 5.45 | 15.57 | 2.65 | 8.95 | 12.04 | 7.70 | 4.70 | 8.09 | 15.90 | 13.44 | 7.75 |
| Yield(%) | 0.00 | 10.39 | 9.75 | 9.92 | 8.99 | 12.18 | 10.96 | 13.70 | 5.23 | 11.18 | 7.09 | 5.70 | 7.74 | 3.46 | 8.25 | 7.52 | 8.50 | 6.61 | 6.15 | 7.68 | 5.49 | 2.84 | 2.84 | 3.01 | 1.89 |
Data as of 06/20/2025, AR inception is 05/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWMGX (WASHINGTON MUTUAL INVESTORS FUND R-6) |
3.56%
Mar 2017 - Mar 2020 |
5.52%
Mar 2015 - Mar 2020 |
9.88%
Mar 2010 - Mar 2020 |
12.35%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWMGX (WASHINGTON MUTUAL INVESTORS FUND R-6) |
21.60%
Sep 2011 - Sep 2014 |
18.79%
Jun 2009 - Jun 2014 |
14.51%
Dec 2011 - Dec 2021 |
13.77%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart