Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WMFFX (WASHINGTON MUTUAL INVESTORS FUND CLASS F-2) | 2.17% | 4.81% | 8.49% | 9.58% | 9.04% | 11.36% | NA | 9.61% |
Data as of 06/25/2025, AR inception is 08/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMFFX (WASHINGTON MUTUAL INVESTORS FUND CLASS F-2) | 08/14/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.36 | 4.81 | 8.49 | 9.58 | 9.04 | 11.36 | NA | 9.61 | 2.17 | 9.34 | 12.17 | -12.23 | 22.62 | 6.47 | 25.80 | -2.77 | 20.41 | 13.64 | -0.07 | 11.42 | 32.19 | 12.72 | 7.25 | 13.65 | 19.28 | -25.07 |
| Sharpe Ratio | NA | -0.03 | 0.42 | 0.46 | 0.43 | NA | NA | 0.44 | -0.07 | 0.22 | 0.67 | -0.69 | 1.75 | 0.18 | 2.17 | -0.27 | 3.24 | 1.08 | -0.01 | 1.08 | 3.11 | 1.11 | 0.34 | 0.85 | 0.77 | -0.95 |
| Standard Deviation(%) | NA | 17.65 | 15.41 | 15.48 | 17.10 | NA | NA | 18.66 | 21.42 | 12.56 | 11.88 | 19.69 | 12.95 | 34.01 | 11.24 | 15.24 | 6.14 | 12.39 | 14.70 | 10.54 | 10.33 | 11.51 | 20.98 | 15.94 | 24.83 | 56.61 |
| Draw Down(%) | NA | 15.64 | 15.64 | 20.93 | 34.63 | NA | NA | 45.08 | 14.64 | 7.87 | 7.81 | 20.93 | 6.35 | 34.63 | 5.46 | 15.58 | 2.66 | 8.96 | 12.07 | 7.73 | 4.72 | 8.09 | 15.92 | 13.47 | 27.96 | 38.12 |
| Yield(%) | 0.00 | 1.24 | 1.90 | 2.26 | 4.96 | 7.75 | 4.93 | 6.17 | 0.38 | 1.73 | 2.06 | 1.85 | 1.95 | 2.00 | 8.14 | 7.46 | 8.40 | 7.09 | 6.06 | 7.59 | 5.38 | 2.74 | 2.74 | 2.91 | 3.48 | 2.95 |
Data as of 06/25/2025, AR inception is 08/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMFFX (WASHINGTON MUTUAL INVESTORS FUND CLASS F-2) |
1.29%
Sep 2008 - Sep 2011 |
5.53%
Mar 2015 - Mar 2020 |
8.62%
Oct 2013 - Oct 2023 |
9.31%
Sep 2008 - Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMFFX (WASHINGTON MUTUAL INVESTORS FUND CLASS F-2) |
23.95%
Feb 2009 - Feb 2012 |
22.00%
Feb 2009 - Feb 2014 |
15.83%
Feb 2009 - Feb 2019 |
13.61%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart