Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSHCX (WASHINGTON MUTUAL INVESTORS FUND CLASS C) | 5.09% | 16.18% | 17.32% | 8.92% | 10.92% | 10.95% | 8.51% | … | … |
Data as of 06/03/2026, Common starting date is 04/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSHCX (WASHINGTON MUTUAL INVESTORS FUND CLASS C) | 04/06/2001 | 06/03/2026 |
| 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 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 16.18 | 17.32 | 8.92 | 10.92 | 10.95 | 8.51 | … | … | 5.09 | 16.33 | 18.12 | 16.33 | -13.10 | 21.36 | 5.47 | 24.64 | -3.75 | 16.40 | 12.49 | -1.02 | 10.67 | 30.89 | 11.61 | 6.17 | 12.62 | 18.05 | -33.63 | 3.24 | 17.04 | 2.85 | 9.01 | 24.76 | -15.56 | 4.38 |
| Sharpe Ratio | NA | 1.51 | 1.17 | 0.45 | 0.57 | NA | NA | … | … | 0.97 | 0.87 | 1.32 | 1.13 | -0.74 | 1.64 | 0.15 | 2.07 | -0.34 | 2.42 | 0.99 | -0.07 | 0.80 | 2.99 | 1.01 | 0.29 | 0.79 | 0.72 | -0.90 | 0.01 | 1.51 | 0.06 | 0.82 | 1.58 | -0.71 | 0.28 |
| Standard Deviation(%) | NA | 10.29 | 12.59 | 14.36 | 16.50 | NA | NA | … | … | 11.67 | 15.53 | 10.97 | 11.34 | 19.71 | 12.98 | 34.03 | 11.21 | 15.24 | 6.53 | 12.42 | 14.70 | 13.25 | 10.32 | 11.48 | 21.00 | 15.94 | 24.83 | 38.42 | 15.43 | 9.08 | 9.56 | 9.80 | 15.18 | 23.42 | 14.56 |
| Draw Down(%) | NA | 8.46 | 14.75 | 21.52 | 34.70 | NA | NA | … | … | 8.46 | 14.75 | 5.70 | 8.02 | 21.52 | 6.45 | 34.70 | 5.49 | 15.77 | 3.63 | 9.07 | 12.48 | 7.77 | 4.82 | 8.14 | 15.99 | 13.51 | 28.10 | 44.48 | 11.10 | 6.02 | 6.23 | 6.21 | 15.29 | 30.61 | 17.10 |
| Yield(%) | 0.00 | 9.59 | 9.36 | 5.59 | 6.75 | 7.94 | 6.18 | … | … | 0.13 | 10.10 | 10.22 | 6.10 | 1.02 | 0.89 | 1.11 | 7.18 | 6.56 | 4.88 | 6.12 | 5.14 | 6.60 | 4.28 | 1.67 | 1.72 | 2.05 | 2.45 | 3.00 | 6.82 | 3.91 | 2.71 | 2.02 | 2.20 | 1.40 | 3.13 |
Data as of 06/03/2026, Common starting date is 04/06/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSHCX (WASHINGTON MUTUAL INVESTORS FUND CLASS C) |
-14.45%
Feb 2006 – Feb 2009 |
-6.81%
Feb 2004 – Feb 2009 |
2.40%
Aug 2001 – Aug 2011 |
5.16%
May 2001 – May 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSHCX (WASHINGTON MUTUAL INVESTORS FUND CLASS C) |
22.73%
Feb 2009 – Feb 2012 |
20.79%
Feb 2009 – Feb 2014 |
14.45%
Feb 2009 – Feb 2019 |
12.69%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart