Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSHFX (WASHINGTON MUTUAL INVESTORS FUND CLASS F-1) | 4.35% | 16.08% | 17.74% | 9.45% | 11.53% | 11.72% | 9.25% | … | … |
Data as of 06/05/2026, Common starting date is 03/15/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSHFX (WASHINGTON MUTUAL INVESTORS FUND CLASS F-1) | 03/15/2001 | 06/05/2026 |
| 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 (%) | -1.32 | 16.08 | 17.74 | 9.45 | 11.53 | 11.72 | 9.25 | … | … | 4.35 | 17.13 | 18.94 | 17.15 | -12.46 | 22.27 | 6.19 | 25.51 | -3.06 | 17.21 | 13.32 | -0.32 | 11.49 | 31.83 | 12.46 | 7.01 | 13.49 | 18.96 | -33.10 | 4.06 | 17.99 | 3.64 | 9.85 | 25.72 | -14.91 | 3.18 |
| Sharpe Ratio | NA | 1.58 | 1.23 | 0.51 | 0.61 | NA | NA | … | … | 1.04 | 0.92 | 1.39 | 1.20 | -0.71 | 1.72 | 0.17 | 2.15 | -0.29 | 2.54 | 1.05 | -0.02 | 0.86 | 3.07 | 1.09 | 0.33 | 0.84 | 0.76 | -0.88 | 0.06 | 1.61 | 0.14 | 0.91 | 1.64 | -0.69 | 0.12 |
| Standard Deviation(%) | NA | 10.32 | 12.60 | 14.36 | 16.50 | NA | NA | … | … | 11.67 | 15.56 | 10.98 | 11.35 | 19.71 | 12.95 | 34.00 | 11.20 | 15.25 | 6.54 | 12.43 | 14.72 | 13.38 | 10.34 | 11.49 | 20.99 | 15.92 | 24.85 | 38.45 | 15.44 | 9.11 | 9.62 | 9.77 | 15.20 | 23.37 | 15.66 |
| Draw Down(%) | NA | 8.38 | 14.65 | 21.09 | 34.67 | NA | NA | … | … | 8.38 | 14.65 | 5.65 | 7.87 | 21.09 | 6.39 | 34.67 | 5.45 | 15.63 | 3.59 | 8.98 | 12.18 | 7.72 | 4.74 | 8.08 | 15.95 | 13.39 | 27.98 | 44.11 | 11.01 | 5.96 | 6.18 | 6.06 | 15.15 | 30.29 | 16.82 |
| Yield(%) | 0.00 | 10.16 | 10.02 | 6.22 | 7.54 | 9.08 | 7.08 | … | … | 0.29 | 10.68 | 10.85 | 6.75 | 1.63 | 1.65 | 1.75 | 7.87 | 7.19 | 5.59 | 6.82 | 5.81 | 7.30 | 5.08 | 2.48 | 2.49 | 2.82 | 3.21 | 3.65 | 7.60 | 4.74 | 3.45 | 2.78 | 2.95 | 2.00 | 4.12 |
Data as of 06/05/2026, Common starting date is 03/15/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSHFX (WASHINGTON MUTUAL INVESTORS FUND CLASS F-1) |
-13.77%
Feb 2006 – Feb 2009 |
-6.08%
Feb 2004 – Feb 2009 |
3.20%
Aug 2001 – Aug 2011 |
5.97%
May 2001 – May 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSHFX (WASHINGTON MUTUAL INVESTORS FUND CLASS F-1) |
23.70%
Feb 2009 – Feb 2012 |
21.72%
Feb 2009 – Feb 2014 |
15.30%
Feb 2009 – Feb 2019 |
13.52%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart