Back to top
Washington Mutual Investors Fund Class R-1 Shares: (MF: RWMAX)
(NASDAQ Mutual Funds) As of Feb 3, 2026 05:17 PM ET
$65.01 USD
-0.42 (-0.64%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.24 | 44 |
| 3 months | 2.03 | 73 |
| 6 months | 7.06 | 68 |
| 1 Year | 16.24 | 44 |
| 3 Year | 16.88 | 35 |
| 5 Year | 12.98 | 30 |
| 10 Year | 12.21 | 32 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 92.22 |
| Bear Market (10/07 - 2/09) | -49.45 |
| Bull Market (2/09 - 3/21) | 779.96 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 16.24 |
| 5 Year | 12.98 |
| 10 Year | 12.21 |
| Since Inception | 11.03 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.10 | 8.45 | 4.92 | 2.03 |
| 2024 | 8.90 | 1.77 | 6.67 | -0.14 |
| 2023 | 0.92 | 6.27 | -2.35 | 11.06 |
| 2022 | -2.15 | -11.41 | -6.25 | 11.37 |
| 2021 | 8.32 | 6.11 | -0.65 | 11.60 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.24 | 18.06 | 16.32 | -9.50 | 27.44 | 6.89 | 24.54 | -3.70 | 19.18 | 12.52 |
| % Total Return Rel to Index | -1.97 | -6.95 | -9.92 | 8.70 | -1.24 | -11.50 | -6.94 | 0.68 | -2.61 | 0.58 |
| % Total Return Rel to Peer | 1.18 | 2.22 | 1.04 | 1.28 | 3.10 | -1.31 | -1.09 | 3.85 | 1.77 | 1.19 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 2.00 | 3.00 | 4.00 | 1.00 | 2.00 | 3.00 |
| % Dividends | 0.37 | 0.38 | 0.54 | 0.39 | 0.38 | 0.51 | 0.51 | 0.47 | 0.49 | 0.46 |
| % Yield | 0.51 | 0.55 | 0.56 | 0.69 | 0.58 | 0.97 | 0.97 | 1.04 | 0.98 | 1.04 |
| Capital Gains ($) | 5.68 | 5.32 | 2.54 | 2.27 | 2.81 | 0.66 | 2.37 | 2.46 | 2.52 | 1.83 |
| Expense Ratio | 1.35 | 1.35 | 1.34 | 1.35 | 1.35 | 1.35 | 1.39 | 1.39 | 1.39 | 1.39 |
* 1 = Top 20%, 5 = Bottom 20%