WASHINGTON MUTUAL INVESTORS FUND CLASS R-5 (RWMFX)

Basic Info 61.07 0.16(0.26%)
May 08

WASHINGTON MUTUAL INVESTORS FUND CLASS R-5 started on 06/07/2002
WASHINGTON MUTUAL INVESTORS FUND CLASS R-5 is classified as asset class LARGE VALUE
WASHINGTON MUTUAL INVESTORS FUND CLASS R-5 expense ratio is 0.26%
WASHINGTON MUTUAL INVESTORS FUND CLASS R-5 rating is
(84%)

WASHINGTON MUTUAL INVESTORS FUND CLASS R-5 (RWMFX) Dividend Info

WASHINGTON MUTUAL INVESTORS FUND CLASS R-5 (RWMFX) dividend growth in the last 12 months is 6.85%

The trailing 12-month yield of WASHINGTON MUTUAL INVESTORS FUND CLASS R-5 is 6.91%. its dividend history:

DateDividend
03/13/2024 0.2427
12/15/2023 1.5856
09/13/2023 0.2411
06/14/2023 1.5824
03/15/2023 0.2384
12/16/2022 1.1792
09/14/2022 0.2375
06/15/2022 1.7625
03/16/2022 0.2404
12/17/2021 1.3754
09/15/2021 0.2409
06/16/2021 1.9494
03/17/2021 0.236
12/18/2020 0.952
09/16/2020 0.236
06/17/2020 0.233
03/18/2020 0.237
12/20/2019 1.783
09/13/2019 0.232
06/14/2019 1.125
03/15/2019 0.228
12/21/2018 1.2712
09/14/2018 0.227
06/15/2018 1.707
03/16/2018 0.225
12/18/2017 1.78
09/15/2017 0.22
06/16/2017 1.264
03/17/2017 0.218
12/19/2016 2.067
09/16/2016 0.215
06/17/2016 0.214
03/18/2016 0.212
12/18/2015 1.87
09/18/2015 0.209
06/19/2015 0.207
03/20/2015 0.212
12/22/2014 2.371
09/19/2014 0.204
06/20/2014 0.204
03/21/2014 0.204
12/20/2013 1.139
09/20/2013 0.199
06/21/2013 0.198
03/22/2013 0.197
12/21/2012 0.246
09/21/2012 0.185
06/15/2012 0.185
03/23/2012 0.186
12/16/2011 0.243
09/23/2011 0.173
06/17/2011 0.174
03/18/2011 0.173
12/17/2010 0.238
09/24/2010 0.168
06/18/2010 0.167
03/19/2010 0.166
12/18/2009 0.191
09/25/2009 0.192
06/19/2009 0.192
03/20/2009 0.193
12/19/2008 0.691
09/19/2008 0.2
06/20/2008 0.2
03/20/2008 0.199
12/21/2007 2.14
09/21/2007 0.201
06/22/2007 0.2
03/23/2007 0.19
12/22/2006 1.026
09/15/2006 0.178
06/16/2006 0.178
03/17/2006 0.179
12/16/2005 0.607
09/16/2005 0.168
06/17/2005 0.168
03/18/2005 0.158
12/17/2004 0.425
09/17/2004 0.157
06/18/2004 0.149
03/19/2004 0.155
12/19/2003 0.335
09/19/2003 0.153
06/20/2003 0.149
03/28/2003 0.151
12/20/2002 0.188

Dividend Growth History for WASHINGTON MUTUAL INVESTORS FUND CLASS R-5 (RWMFX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $3.6475 7.05% 6.66% -
2022 $3.4196 5.66% -10.05% 6.66%
2021 $3.8017 7.69% 129.29% -2.05%
2020 $1.658 3.42% -50.77% 30.06%
2019 $3.368 8.20% -1.81% 2.01%
2018 $3.4302 7.47% -1.49% 1.24%
2017 $3.482 8.45% 28.58% 0.78%
2016 $2.708 7.15% 8.41% 4.35%
2015 $2.498 6.11% -16.26% 4.85%
2014 $2.983 7.64% 72.13% 2.26%
2013 $1.733 5.44% 116.08% 7.73%
2012 $0.802 2.79% 5.11% 14.76%
2011 $0.763 2.78% 3.25% 13.93%
2010 $0.739 2.96% -3.78% 13.07%
2009 $0.768 3.49% -40.47% 11.77%
2008 $1.29 3.89% -52.76% 7.18%
2007 $2.731 7.84% 74.95% 1.83%
2006 $1.561 4.99% 41.78% 5.12%
2005 $1.101 3.61% 24.27% 6.88%
2004 $0.886 3.08% 12.44% 7.73%
2003 $0.788 3.25% 319.15% 7.96%
2002 $0.188 0.68% - 15.17%

Dividend Growth Chart for WASHINGTON MUTUAL INVESTORS FUND CLASS R-5 (RWMFX)


WASHINGTON MUTUAL INVESTORS FUND CLASS R-5 (RWMFX) Historical Returns And Risk Info

From 05/31/2002 to 05/08/2024, the compound annualized total return (dividend reinvested) of WASHINGTON MUTUAL INVESTORS FUND CLASS R-5 (RWMFX) is 9.098%. Its cumulative total return (dividend reinvested) is 572.795%.

From 05/31/2002 to 05/08/2024, the Maximum Drawdown of WASHINGTON MUTUAL INVESTORS FUND CLASS R-5 (RWMFX) is 53.7%.

From 05/31/2002 to 05/08/2024, the Sharpe Ratio of WASHINGTON MUTUAL INVESTORS FUND CLASS R-5 (RWMFX) is 0.45.

From 05/31/2002 to 05/08/2024, the Annualized Standard Deviation of WASHINGTON MUTUAL INVESTORS FUND CLASS R-5 (RWMFX) is 17.9%.

From 05/31/2002 to 05/08/2024, the Beta of WASHINGTON MUTUAL INVESTORS FUND CLASS R-5 (RWMFX) is 0.89.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception** 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002
Annualized Return(%) 1.9 7.0 22.9 9.1 12.2 11.3 13.4 9.6 9.0 17.5 -8.2 28.8 8.0 25.9 -2.8 20.5 13.7 -0.0 11.9 32.3 12.8 7.3 13.7 19.4 -32.9 4.3 18.3 3.8 10.2 26.1 -14.0
Sharpe Ratio NA 1.39 1.84 0.46 0.52 0.61 NA NA 0.45 1.18 -0.49 2.38 0.23 2.19 -0.27 3.26 1.09 0.0 0.88 3.13 1.12 0.35 0.85 0.78 -0.88 0.09 1.66 0.17 0.95 1.67 -0.86
Draw Down(%) NA 4.7 7.8 18.5 34.6 34.6 NA NA 53.7 7.8 18.5 4.2 34.6 5.4 15.6 2.7 9.0 12.0 7.7 4.7 8.1 15.9 13.5 27.9 44.0 11.0 5.9 6.1 6.0 15.1 26.5
Standard Deviation(%) NA 9.8 10.1 14.5 19.6 16.6 NA NA 17.9 11.3 19.5 12.1 34.0 11.2 15.3 6.1 12.4 14.7 13.4 10.3 11.5 21.0 15.9 24.8 38.5 15.4 9.1 9.6 9.7 15.2 28.3
Treynor Ratio NA 0.15 0.21 0.07 0.11 0.11 NA NA 0.09 0.15 -0.1 0.32 0.08 0.26 -0.04 0.24 0.15 0.0 0.12 0.36 0.15 0.08 0.16 0.25 -0.38 0.01 0.16 0.02 0.1 0.29 -0.29
Alpha NA 0.0 0.02 0.01 0.01 0.01 NA NA 0.0 0.03 -0.02 0.02 0.02 0.01 0.01 0.02 -0.01 0.0 0.0 0.01 0.0 0.02 0.0 0.01 -0.01 0.01 -0.01 -0.01 -0.01 -0.01 -0.01
Beta NA 0.91 0.89 0.96 0.94 0.94 NA NA 0.89 0.88 1.01 0.89 0.93 0.95 0.96 0.82 0.92 0.95 1.01 0.91 0.89 0.87 0.86 0.77 0.88 0.9 0.94 0.89 0.9 0.88 0.85
RSquare NA 0.73 0.8 0.92 0.95 0.93 NA NA 0.96 0.85 0.96 0.89 0.97 0.94 0.97 0.9 0.97 0.98 0.66 0.96 0.95 0.98 0.97 0.96 0.99 0.99 0.96 0.96 0.97 0.97 0.98
Yield(%) N/A 0.4 N/A N/A N/A N/A N/A N/A N/A 7.1 5.7 7.7 3.4 8.2 7.5 8.4 7.2 6.1 7.6 5.5 2.8 2.7 3.0 3.5 3.9 7.8 5.0 3.6 3.1 3.3 0.7
Dividend Growth(%) N/A -93.4 N/A N/A N/A N/A N/A N/A N/A 6.7 -10.2 129.5 -50.6 -2.0 -1.4 28.4 8.4 -15.8 70.7 117.5 6.7 0.0 -1.3 -41.1 -52.7 73.9 41.4 24.7 12.7 315.8 N/A

Return Calculator for WASHINGTON MUTUAL INVESTORS FUND CLASS R-5 (RWMFX)

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WASHINGTON MUTUAL INVESTORS FUND CLASS R-5 (RWMFX) Historical Return Chart

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WASHINGTON MUTUAL INVESTORS FUND CLASS R-5 (RWMFX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 05/31/2002 to 05/08/2024, the worst annualized return of 3-year rolling returns for WASHINGTON MUTUAL INVESTORS FUND CLASS R-5 (RWMFX) is -11.56%.
From 05/31/2002 to 05/08/2024, the worst annualized return of 5-year rolling returns for WASHINGTON MUTUAL INVESTORS FUND CLASS R-5 (RWMFX) is -3.14%.
From 05/31/2002 to 05/08/2024, the worst annualized return of 10-year rolling returns for WASHINGTON MUTUAL INVESTORS FUND CLASS R-5 (RWMFX) is 7.33%.
From 05/31/2002 to 05/08/2024, the worst annualized return of 20-year rolling returns for WASHINGTON MUTUAL INVESTORS FUND CLASS R-5 (RWMFX) is NA.

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