Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RWMHX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-5E) | 5.79% | 17.61% | 18.50% | 11.92% | 13.38% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWMHX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-5E) | 11/23/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 17.61 | 18.50 | 11.92 | 13.38 | NA | NA | … | … | 5.79 | 17.37 | 19.19 | 17.40 | -8.31 | 28.65 | 7.88 | 25.77 | -2.83 | 20.36 | 13.52 | -1.89 |
| Sharpe Ratio | NA | 1.61 | 1.25 | 0.68 | 0.72 | NA | NA | … | … | 1.07 | 0.94 | 1.42 | 1.22 | -0.50 | 2.37 | 0.22 | 2.17 | -0.28 | 3.24 | 1.07 | -1.05 |
| Standard Deviation(%) | NA | 10.31 | 12.60 | 14.15 | 16.37 | NA | NA | … | … | 11.66 | 15.54 | 10.99 | 11.35 | 19.50 | 12.09 | 33.96 | 11.20 | 15.22 | 6.11 | 12.39 | 16.27 |
| Draw Down(%) | NA | 8.36 | 14.63 | 18.56 | 34.64 | NA | NA | … | … | 8.36 | 14.63 | 5.65 | 7.83 | 18.56 | 4.21 | 34.64 | 5.44 | 15.58 | 2.68 | 8.98 | 4.56 |
| Yield(%) | 0.00 | 10.32 | 10.23 | 8.13 | 9.50 | 6.53 | 4.90 | … | … | 0.35 | 10.87 | 11.05 | 6.96 | 5.56 | 7.60 | 3.35 | 8.13 | 7.44 | 8.35 | 7.03 | 4.56 |
Data as of 06/04/2026, Common starting date is 11/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWMHX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-5E) |
3.42%
Mar 2017 – Mar 2020 |
8.13%
Sep 2017 – Sep 2022 |
12.75%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWMHX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-5E) |
21.62%
Sep 2022 – Sep 2025 |
17.88%
Mar 2020 – Mar 2025 |
14.13%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart