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Washington Mutual Invs Fund Cl F-1 Shs: (MF: WSHFX)

(NASDAQ Mutual Funds) As of Jun 15, 2026 05:21 PM ET

$68.82 USD

+0.40 (0.58%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 5.75 80
3 months 2.83 60
6 months 5.17 86
1 Year 18.60 71
3 Year 19.02 37
5 Year 11.77 28
10 Year 13.23 27

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 100.34
Bear Market (10/07 - 2/09) -48.95
Bull Market (2/09 - 3/21) 952.35

Load Adjusted Returns as of May 31, 2026

1 Year 13.02
5 Year 11.23
10 Year 12.46
Since Inception 11.81

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.19 NA NA NA
2025 0.28 8.65 5.12 2.21
2024 9.12 1.95 6.86 0.02
2023 1.07 6.48 -2.16 11.26
2022 -1.97 -11.27 -6.08 11.59
2021 8.51 6.28 -0.46 11.80

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.7517.0818.9217.15-8.8428.347.6625.48-3.0120.0513.32
% Total Return Rel to Index -1.93-1.13-6.09-9.099.36-0.33-10.73-6.001.37-1.741.38
% Total Return Rel to Peer -2.802.023.081.861.944.00-0.54-0.154.542.641.99
% Perf Quintile vs Peer* 5.002.002.002.003.002.003.003.001.002.003.00
% Dividends 0.190.840.820.920.780.780.840.840.810.810.75
% Yield 0.271.131.191.271.381.171.571.591.781.601.67
Capital Gains ($) 0.005.685.322.542.272.810.662.372.462.521.83
Expense Ratio 0.000.620.630.630.630.640.640.660.670.670.66

* 1 = Top 20%, 5 = Bottom 20%