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Washington Mutual Invs Fd Cl A Shs: (MF: AWSHX)
(NASDAQ Mutual Funds) As of Jan 16, 2026 05:19 PM ET
$67.00 USD
+0.11 (0.16%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 17.16 | 34 |
| 3 months | 2.22 | 67 |
| 6 months | 7.48 | 62 |
| 1 Year | 17.16 | 34 |
| 3 Year | 17.79 | 29 |
| 5 Year | 13.87 | 19 |
| 10 Year | 13.10 | 23 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 100.86 |
| Bear Market (10/07 - 2/09) | -48.94 |
| Bull Market (2/09 - 3/21) | 905.43 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 10.79 |
| 5 Year | 12.60 |
| 10 Year | 12.47 |
| Since Inception | 11.87 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.30 | 8.67 | 5.14 | 2.22 |
| 2024 | 9.14 | 1.96 | 6.89 | 0.04 |
| 2023 | 1.10 | 6.48 | -2.16 | 11.27 |
| 2022 | -1.96 | -11.25 | -6.07 | 11.61 |
| 2021 | 8.52 | 6.31 | -0.45 | 11.82 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 17.16 | 19.01 | 17.21 | -8.79 | 28.43 | 7.73 | 25.54 | -2.92 | 20.17 | 13.41 |
| % Total Return Rel to Index | -1.05 | -6.01 | -9.03 | 9.40 | -0.24 | -10.66 | -5.94 | 1.47 | -1.61 | 1.48 |
| % Total Return Rel to Peer | 2.10 | 3.17 | 1.93 | 1.99 | 4.09 | -0.47 | -0.09 | 4.64 | 2.76 | 2.09 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 | 1.00 | 2.00 | 3.00 |
| % Dividends | 0.88 | 0.86 | 0.95 | 0.82 | 0.82 | 0.87 | 0.87 | 0.85 | 0.85 | 0.78 |
| % Yield | 1.18 | 1.22 | 1.31 | 1.42 | 1.22 | 1.61 | 1.64 | 1.86 | 1.67 | 1.73 |
| Capital Gains ($) | 5.68 | 5.32 | 2.54 | 2.27 | 2.81 | 0.66 | 2.37 | 2.46 | 2.52 | 1.83 |
| Expense Ratio | 0.55 | 0.57 | 0.57 | 0.57 | 0.58 | 0.59 | 0.57 | 0.57 | 0.58 | 0.58 |
* 1 = Top 20%, 5 = Bottom 20%