Washington Mutual Investors Fund Class R-2 Shares: (MF: RWMBX)
(NASDAQ Mutual Funds) As of Jun 13, 2024 08:00 PM ET
$58.97 USD
+0.39 (0.67%)
Latest Performance as of May 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 7.96 | 50 |
3 months | 2.46 | 73 |
6 months | 13.00 | 55 |
1 Year | 23.10 | 45 |
3 Year | 7.87 | 30 |
5 Year | 12.34 | 43 |
10 Year | 9.99 | 34 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 92.40 |
Bear Market (10/07 - 2/09) | -49.48 |
Bull Market (2/09 - 3/21) | 592.61 |
Load Adjusted Returns as of May 31, 2024
1 Year | 25.53 |
5 Year | 12.04 |
10 Year | 10.39 |
Since Inception | 11.00 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 8.90 | NA | NA | NA |
2023 | 0.90 | 6.27 | -2.35 | 11.08 |
2022 | -2.17 | -11.42 | -6.26 | 11.39 |
2021 | 8.31 | 6.10 | -0.65 | 11.61 |
2020 | -21.69 | 16.24 | 5.61 | 11.18 |
2019 | 10.12 | 3.84 | 1.41 | 7.37 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 7.96 | 16.30 | -9.52 | 27.43 | 6.89 | 24.53 | -3.72 | 19.20 | 12.54 | -1.08 | 10.04 |
% Total Return Rel to Index | -3.34 | -9.94 | 8.68 | -1.24 | -11.50 | -6.95 | 0.66 | -2.59 | 0.60 | -2.47 | -3.60 |
% Total Return Rel to Peer | -0.04 | 1.02 | 1.26 | 3.09 | -1.31 | -1.10 | 3.83 | 1.79 | 1.22 | 2.13 | 1.14 |
% Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 2.00 | 3.00 | 4.00 | 1.00 | 2.00 | 3.00 | 2.00 | 4.00 |
% Dividends | 0.09 | 0.54 | 0.39 | 0.38 | 0.52 | 0.51 | 0.48 | 0.50 | 0.47 | 0.43 | 0.41 |
% Yield | 0.14 | 0.85 | 0.69 | 0.59 | 0.98 | 0.98 | 1.07 | 0.99 | 1.05 | 1.04 | 0.91 |
Capital Gains ($) | 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 | 1.35 | 1.35 | 1.37 | 1.38 | 1.39 | 1.39 | 1.39 | 1.36 | 1.34 | 1.35 |
* 1 = Top 20%, 5 = Bottom 20%