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Washington Mutual Investors Fund Cl R-6 Shs: (MF: RWMGX)
(NASDAQ Mutual Funds) As of May 3, 2024 08:00 PM ET
$60.20 USD
+0.48 (0.80%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.20 | 43 |
| 3 months | 9.20 | 43 |
| 6 months | 21.62 | 36 |
| 1 Year | 26.92 | 26 |
| 3 Year | 11.69 | 11 |
| 5 Year | 13.28 | 25 |
| 10 Year | 11.60 | 16 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 26.92 |
| 5 Year | 13.28 |
| 10 Year | 11.60 |
| Since Inception | 13.74 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.20 | NA | NA | NA |
| 2023 | 1.16 | 6.58 | -2.08 | 11.37 |
| 2022 | -1.89 | -11.17 | -6.00 | 11.69 |
| 2021 | 8.61 | 6.39 | -0.37 | 11.90 |
| 2020 | -21.47 | 16.57 | 5.89 | 11.48 |
| 2019 | 10.42 | 4.14 | 1.69 | 7.67 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.20 | 17.58 | -8.50 | 28.83 | 8.08 | 25.93 | -2.66 | 20.52 | 13.74 | -0.05 | 11.22 |
| % Total Return Rel to Index | -1.35 | -8.66 | 9.69 | 0.15 | -10.32 | -5.56 | 1.72 | -1.27 | 1.80 | -1.44 | -2.41 |
| % Total Return Rel to Peer | 0.75 | 2.30 | 2.28 | 4.49 | -0.12 | 0.28 | 4.89 | 3.11 | 2.42 | 3.16 | 2.33 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 2.00 | 1.00 | 3.00 | 3.00 | 1.00 | 2.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.25 | 1.12 | 0.98 | 0.99 | 1.01 | 1.01 | 0.98 | 0.97 | 0.90 | 0.86 | 0.84 |
| % Yield | 0.37 | 1.77 | 1.71 | 1.47 | 1.88 | 1.89 | 2.13 | 1.91 | 1.99 | 2.03 | 1.85 |
| Capital Gains ($) | 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 | 0.26 | 0.26 | 0.27 | 0.27 | 0.29 | 0.29 | 0.30 | 0.30 | 0.30 | 0.30 |
* 1 = Top 20%, 5 = Bottom 20%