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Washington Mutual Investors Fund Class R-5 Shares: (MF: RWMFX)
(NASDAQ Mutual Funds) As of Jun 13, 2025 08:00 PM ET
$61.95 USD
-0.64 (-1.02%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.54 | 19 |
| 3 months | 0.41 | 23 |
| 6 months | 1.88 | 14 |
| 1 Year | 15.02 | 6 |
| 3 Year | 12.52 | 23 |
| 5 Year | 15.29 | 21 |
| 10 Year | 11.87 | 13 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -48.76 |
| Bull Market (2/09 - 3/21) | 828.71 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 9.64 |
| 5 Year | 17.90 |
| 10 Year | 11.57 |
| Since Inception | 9.94 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.35 | NA | NA | NA |
| 2024 | 9.19 | 2.04 | 6.95 | 0.10 |
| 2023 | 1.17 | 6.55 | -2.09 | 11.35 |
| 2022 | -1.90 | -11.18 | -6.02 | 11.67 |
| 2021 | 8.61 | 6.37 | -0.38 | 11.90 |
| 2020 | -21.48 | 16.54 | 5.89 | 11.46 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.54 | 19.30 | 17.52 | -8.56 | 28.77 | 8.00 | 25.89 | -2.72 | 20.45 | 13.69 | -0.10 |
| % Total Return Rel to Index | 3.48 | -5.71 | -8.72 | 9.63 | 0.09 | -10.39 | -5.59 | 1.66 | -1.34 | 1.76 | -1.48 |
| % Total Return Rel to Peer | 2.29 | 3.46 | 2.24 | 2.22 | 4.43 | -0.20 | 0.25 | 4.83 | 3.04 | 2.37 | 3.11 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 2.00 | 1.00 | 3.00 | 3.00 | 1.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.24 | 1.01 | 1.09 | 0.95 | 0.96 | 0.99 | 0.99 | 0.95 | 0.95 | 0.88 | 0.84 |
| % Yield | 0.36 | 1.45 | 1.55 | 1.67 | 1.44 | 1.85 | 1.86 | 2.09 | 1.88 | 1.96 | 1.99 |
| Capital Gains ($) | 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 | 0.31 | 0.31 | 0.31 | 0.32 | 0.32 | 0.34 | 0.34 | 0.35 | 0.35 | 0.34 |
* 1 = Top 20%, 5 = Bottom 20%