Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WSHFX (WASHINGTON MUTUAL INVESTORS FUND CLASS F-1) | 5.15% | 5.93% | 9.78% | 9.67% | 8.79% | 11.07% | 8.02% | 7.59% |
Data as of 07/11/2025, AR inception is 03/15/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSHFX (WASHINGTON MUTUAL INVESTORS FUND CLASS F-1) | 03/15/2001 | 07/11/2025 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 5.93 | 9.78 | 9.67 | 8.79 | 11.07 | 8.02 | 7.59 | 5.15 | 9.03 | 11.87 | -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 | 0.15 | 0.42 | 0.49 | 0.44 | NA | NA | 0.35 | 0.35 | 0.19 | 0.65 | -0.70 | 1.72 | 0.17 | 2.15 | -0.29 | 2.55 | 1.06 | -0.02 | 0.86 | 3.07 | 1.09 | 0.33 | 0.84 | 0.76 | -0.88 | 0.07 | 1.62 | 0.15 | 0.91 | 1.65 | -0.69 | 0.13 |
| Standard Deviation(%) | NA | 17.73 | 15.28 | 15.38 | 17.10 | NA | NA | 17.79 | 20.44 | 12.55 | 11.89 | 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 | 15.72 | 15.72 | 21.09 | 34.67 | NA | NA | 53.94 | 14.65 | 7.87 | 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 | 1.03 | 1.67 | 1.92 | 4.40 | 6.92 | 5.10 | 5.17 | 0.32 | 1.46 | 1.80 | 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 07/11/2025, AR inception 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 |
13.17%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart