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Washington Mutual Investors Fund Class 529-a Shares: (MF: CWMAX)
(NASDAQ Mutual Funds) As of May 31, 2024 08:00 PM ET
$61.56 USD
+0.60 (0.98%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.93 | 43 |
| 3 months | 3.95 | 48 |
| 6 months | 18.29 | 50 |
| 1 Year | 19.28 | 31 |
| 3 Year | 8.48 | 12 |
| 5 Year | 11.25 | 29 |
| 10 Year | 10.65 | 22 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 100.12 |
| Bear Market (10/07 - 2/09) | -48.99 |
| Bull Market (2/09 - 3/21) | 678.79 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 22.21 |
| 5 Year | 12.11 |
| 10 Year | 10.81 |
| Since Inception | 11.72 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.12 | NA | NA | NA |
| 2023 | 1.09 | 6.47 | -2.15 | 11.26 |
| 2022 | -1.97 | -11.26 | -6.08 | 11.59 |
| 2021 | 8.53 | 6.30 | -0.46 | 11.80 |
| 2020 | -21.54 | 16.46 | 5.79 | 11.37 |
| 2019 | 10.33 | 4.02 | 1.62 | 7.58 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.93 | 17.18 | -8.83 | 28.40 | 7.67 | 25.48 | -3.00 | 20.07 | 13.32 | -0.41 | 10.78 |
| % Total Return Rel to Index | -1.11 | -9.06 | 9.37 | -0.27 | -10.73 | -6.00 | 1.38 | -1.71 | 1.38 | -1.80 | -2.86 |
| % Total Return Rel to Peer | 0.50 | 1.90 | 1.95 | 4.06 | -0.53 | -0.15 | 4.55 | 2.66 | 2.00 | 2.80 | 1.88 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 | 1.00 | 2.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.19 | 0.93 | 0.80 | 0.79 | 0.85 | 0.85 | 0.82 | 0.82 | 0.75 | 0.70 | 0.68 |
| % Yield | 0.32 | 1.52 | 1.43 | 1.22 | 1.62 | 1.63 | 1.82 | 1.65 | 1.70 | 1.70 | 1.54 |
| Capital Gains ($) | 0.00 | 2.54 | 2.27 | 2.81 | 0.66 | 2.37 | 2.46 | 2.52 | 1.83 | 1.59 | 2.04 |
| Expense Ratio | 0.00 | 0.61 | 0.60 | 0.62 | 0.63 | 0.65 | 0.65 | 0.66 | 0.68 | 0.68 | 0.69 |
* 1 = Top 20%, 5 = Bottom 20%