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Washington Mutual Investors Fund Class 529-c Shares: (MF: CWMCX)
(NASDAQ Mutual Funds) As of May 23, 2025 08:00 PM ET
$62.05 USD
-0.18 (-0.29%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -1.04 | 33 |
| 3 months | -4.75 | 31 |
| 6 months | 0.04 | 20 |
| 1 Year | 11.60 | 18 |
| 3 Year | 10.18 | 28 |
| 5 Year | 13.88 | 40 |
| 10 Year | 10.17 | 29 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 91.64 |
| Bear Market (10/07 - 2/09) | -49.52 |
| Bull Market (2/09 - 3/21) | 681.28 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 7.43 |
| 5 Year | 16.67 |
| 10 Year | 10.40 |
| Since Inception | 10.86 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.11 | NA | NA | NA |
| 2024 | 8.91 | 1.77 | 6.67 | -0.16 |
| 2023 | 0.88 | 6.27 | -2.35 | 11.06 |
| 2022 | -2.14 | -11.43 | -6.26 | 11.37 |
| 2021 | 8.33 | 6.08 | -0.64 | 11.58 |
| 2020 | -21.67 | 16.22 | 5.62 | 11.17 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -1.04 | 18.05 | 16.27 | -9.51 | 27.42 | 6.89 | 24.57 | -3.73 | 19.17 | 12.44 | -1.18 |
| % Total Return Rel to Index | 3.87 | -6.96 | -9.97 | 8.68 | -1.25 | -11.51 | -6.91 | 0.66 | -2.61 | 0.50 | -2.57 |
| % Total Return Rel to Peer | 1.14 | 2.21 | 0.98 | 1.27 | 3.08 | -1.31 | -1.06 | 3.82 | 1.76 | 1.12 | 2.03 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 2.00 | 3.00 | 4.00 | 1.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.08 | 0.36 | 0.51 | 0.37 | 0.37 | 0.49 | 0.51 | 0.47 | 0.42 | 0.44 | 0.39 |
| % Yield | 0.13 | 0.53 | 0.55 | 0.67 | 0.57 | 0.94 | 0.98 | 1.05 | 0.85 | 1.01 | 0.96 |
| Capital Gains ($) | 0.00 | 5.32 | 2.54 | 2.27 | 2.81 | 0.66 | 2.37 | 2.46 | 2.52 | 1.83 | 1.59 |
| Expense Ratio | 0.00 | 1.35 | 1.38 | 1.36 | 1.35 | 1.37 | 1.39 | 1.42 | 1.43 | 1.45 | 1.45 |
* 1 = Top 20%, 5 = Bottom 20%