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Washington Mutual Investors Fund - Class F-3: (MF: FWMIX)
(NASDAQ Mutual Funds) As of May 16, 2025 08:00 PM ET
$63.83 USD
+0.42 (0.66%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.69 | 29 |
| 3 months | -4.49 | 29 |
| 6 months | 0.59 | 16 |
| 1 Year | 12.82 | 7 |
| 3 Year | 11.41 | 16 |
| 5 Year | 15.14 | 19 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 9.71 |
| 5 Year | 17.96 |
| 10 Year | NA |
| Since Inception | 12.47 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.38 | NA | NA | NA |
| 2024 | 9.19 | 2.05 | 6.96 | 0.12 |
| 2023 | 1.16 | 6.56 | -2.08 | 11.39 |
| 2022 | -1.89 | -11.18 | -6.00 | 11.70 |
| 2021 | 8.62 | 6.38 | -0.37 | 11.91 |
| 2020 | -21.46 | 16.56 | 5.90 | 11.47 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.69 | 19.34 | 17.58 | -8.51 | 28.84 | 8.06 | 25.92 | -2.78 |
| % Total Return Rel to Index | 4.22 | -5.67 | -8.66 | 9.68 | 0.16 | -10.34 | -5.56 | 1.61 |
| % Total Return Rel to Peer | 1.49 | 3.50 | 2.30 | 2.27 | 4.50 | -0.14 | 0.28 | 4.78 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 2.00 | 1.00 | 3.00 | 3.00 | 1.00 |
| % Dividends | 0.25 | 1.05 | 1.12 | 0.98 | 0.99 | 1.01 | 1.01 | 0.92 |
| % Yield | 0.39 | 1.48 | 1.59 | 1.71 | 1.48 | 1.88 | 1.89 | 2.01 |
| Capital Gains ($) | 0.00 | 5.32 | 2.54 | 2.27 | 2.81 | 0.66 | 2.37 | 2.47 |
| Expense Ratio | 0.00 | 0.26 | 0.26 | 0.26 | 0.27 | 0.27 | 0.30 | 0.30 |
* 1 = Top 20%, 5 = Bottom 20%