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Washington Mutual Invs Fd Cl A Shs: (MF: AWSHX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:17 PM ET

$67.73 USD

-0.47 (-0.69%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 6.08 79
3 months -1.14 67
6 months 9.55 57
1 Year 8.45 76
3 Year 18.07 40
5 Year 12.08 29
10 Year 12.97 26

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 100.86
Bear Market (10/07 - 2/09) -48.94
Bull Market (2/09 - 3/21) 1,004.27

Load Adjusted Returns as of Sep 30, 2026

1 Year 2.55
5 Year 10.82
10 Year 12.34
Since Inception 11.83

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.17 10.82 -1.14 NA
2025 0.30 8.67 5.14 2.22
2024 9.14 1.96 6.89 0.04
2023 1.10 6.48 -2.16 11.27
2022 -1.96 -11.25 -6.07 11.61
2021 8.52 6.31 -0.45 11.82

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.0817.1619.0117.21-8.7928.437.7325.54-2.9220.1713.41
% Total Return Rel to Index -6.65-1.05-6.01-9.039.40-0.24-10.66-5.941.47-1.611.48
% Total Return Rel to Peer -3.972.103.171.931.994.09-0.47-0.094.642.762.09
% Perf Quintile vs Peer* 4.002.002.002.003.002.003.003.001.002.003.00
% Dividends 0.610.880.860.950.820.820.870.870.850.850.78
% Yield 1.171.181.221.331.421.221.611.641.861.671.73
Capital Gains ($) 2.595.685.322.542.272.810.662.372.462.521.83
Expense Ratio 0.550.560.570.570.570.580.590.570.570.580.58

* 1 = Top 20%, 5 = Bottom 20%