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Washington Mutual Investors Fund Cl F-2 Shs: (MF: WMFFX)
(NASDAQ Mutual Funds) As of Oct 24, 2025 05:18 PM ET
$67.74 USD
+0.46 (0.68%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.75 | 20 |
| 3 months | 5.19 | 50 |
| 6 months | 14.36 | 34 |
| 1 Year | 14.86 | 24 |
| 3 Year | 21.52 | 26 |
| 5 Year | 16.07 | 20 |
| 10 Year | 13.85 | 18 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 916.31 |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 14.86 |
| 5 Year | 16.06 |
| 10 Year | 13.85 |
| Since Inception | 11.23 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.33 | 8.71 | 5.19 | NA |
| 2024 | 9.17 | 2.02 | 6.94 | 0.09 |
| 2023 | 1.14 | 6.54 | -2.11 | 11.34 |
| 2022 | -1.92 | -11.20 | -6.01 | 11.66 |
| 2021 | 8.60 | 6.35 | -0.40 | 11.87 |
| 2020 | -21.48 | 16.51 | 5.88 | 11.45 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.75 | 19.23 | 17.45 | -8.61 | 28.70 | 7.94 | 25.77 | -2.72 | 20.37 | 13.64 | -0.15 |
| % Total Return Rel to Index | -0.07 | -5.79 | -8.79 | 9.59 | 0.02 | -10.45 | -5.71 | 1.66 | -1.42 | 1.70 | -1.54 |
| % Total Return Rel to Peer | 2.72 | 3.39 | 2.16 | 2.17 | 4.36 | -0.26 | 0.13 | 4.83 | 2.96 | 2.31 | 3.06 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 1.00 | 3.00 | 3.00 | 1.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.70 | 0.98 | 1.06 | 0.92 | 0.93 | 0.96 | 0.96 | 0.94 | 0.93 | 0.86 | 0.81 |
| % Yield | 0.97 | 1.42 | 1.52 | 1.64 | 1.42 | 1.83 | 1.84 | 2.10 | 1.86 | 1.94 | 1.97 |
| Capital Gains ($) | 2.71 | 5.32 | 2.54 | 2.27 | 2.81 | 0.66 | 2.37 | 2.46 | 2.52 | 1.83 | 1.59 |
| Expense Ratio | 0.37 | 0.37 | 0.37 | 0.37 | 0.37 | 0.38 | 0.38 | 0.38 | 0.41 | 0.41 | 0.40 |
* 1 = Top 20%, 5 = Bottom 20%