- CUSIP
- 939330775
- Issuer
- American Funds
- Inception Date
- Jan 27, 2017
- Category
- Large Cap Value Equities
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
Share Price Chart
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Performance
FWMIX Performance Chart
American Funds Washington Mutual F3 (FWMIX) is up 6.1% since the beginning of the year. FWMIX is currently trading at $66 per share. Investors who bought $1,000 worth of FWMIX shares 5 years ago would now be looking at an investment worth $1,838.
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Returns By Period
American Funds Washington Mutual F3 (FWMIX) has returned 6.10% so far this year and 18.16% over the past 12 months.
American Funds Washington Mutual F3
- 1D
- 0.47%
- 1M
- 0.72%
- YTD
- 6.10%
- 6M
- 5.68%
- 1Y
- 18.16%
- 3Y*
- 17.73%
- 5Y*
- 12.95%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
FWMIX Monthly Returns History
Based on dividend-adjusted daily data since Feb 1, 2017, FWMIX's average daily return is +0.05%, while the average monthly return is +1.10%. At this rate, an investment would double in approximately 5.3 years.
Historically, 68% of months were positive and 32% were negative. The best month was Apr 2020 with a return of +11.7%, while the worst month was Mar 2020 at -13.0%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.
On a daily basis, FWMIX closed higher 55% of trading days. The best single day was Mar 24, 2020 with a return of +8.7%, while the worst single day was Mar 16, 2020 at -12.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.80% | 1.10% | -5.85% | 7.22% | 1.94% | 0.18% | 6.10% | ||||||
| 2025 | 3.98% | 0.14% | -3.60% | -1.07% | 5.29% | 4.41% | 0.99% | 2.23% | 1.92% | 0.24% | 2.59% | -0.50% | 17.55% |
| 2024 | 0.96% | 4.56% | 3.44% | -3.80% | 3.24% | 2.78% | 2.87% | 2.46% | 1.49% | -1.17% | 3.95% | -2.56% | 19.35% |
| 2023 | 2.79% | -3.39% | 1.87% | 2.01% | -0.69% | 5.20% | 3.12% | -1.52% | -3.58% | -1.25% | 7.66% | 4.77% | 17.58% |
| 2022 | -3.90% | -1.34% | 3.49% | -6.03% | 2.07% | -7.38% | 5.05% | -2.97% | -7.79% | 9.41% | 6.34% | -3.67% | -8.17% |
| 2021 | -0.94% | 3.97% | 5.47% | 3.89% | 2.66% | -0.28% | 1.38% | 2.14% | -3.79% | 6.77% | -1.73% | 6.69% | 28.85% |
Benchmark Metrics
American Funds Washington Mutual F3 has an annualized alpha of 1.00%, beta of 0.87, and R2 of 0.94 versus S&P 500 Index. Calculated based on daily prices since February 01, 2017.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (86.16%) than losses (85.85%) - typical of diversified or defensive assets.
- With beta of 0.87 and R2 of 0.94, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.00%
- Beta
- 0.87
- R²
- 0.94
- Upside Capture
- 86.16%
- Downside Capture
- 85.85%
Expense Ratio
FWMIX has an expense ratio of 0.26%, which is considered low.
Return for Risk
Risk / Return Rank
FWMIX ranks 41 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for American Funds Washington Mutual F3 (FWMIX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FWMIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.30 | ||
| Sortino ratioReturn per unit of downside risk | -0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.37 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.18 | 2.78 | -0.61 |
| Martin ratioReturn relative to average drawdown | 9.41 | 12.44 | -3.03 |
Dividends
Dividend History
American Funds Washington Mutual F3 provided a 10.07% dividend yield over the last twelve months, with an annual payout of $6.65 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $6.65 | $6.76 | $6.38 | $3.68 | $3.45 | $3.83 | $1.68 | $3.08 | $1.92 | $3.44 |
Dividend yield | 10.07% | 10.38% | 10.37% | 6.43% | 6.64% | 6.34% | 3.35% | 6.40% | 4.67% | 7.54% |
Monthly Dividends
The table displays the monthly dividend distributions for American Funds Washington Mutual F3. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $2.85 | $3.10 | ||||||
| 2025 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $2.96 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $3.29 | $6.76 |
| 2024 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $3.02 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $2.85 | $6.38 |
| 2023 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $1.59 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $1.59 | $3.68 |
| 2022 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $1.77 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $1.19 | $3.45 |
| 2021 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $1.96 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $1.38 | $3.83 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the American Funds Washington Mutual F3. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the American Funds Washington Mutual F3 was 34.65%, occurring on Mar 23, 2020. Recovery took 162 trading sessions.
The current American Funds Washington Mutual F3 drawdown is 0.56%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -34.65%Mar 2020 | 1mo 9d | 7mo 22d | 9mo 1dFeb 2020 - Nov 2020 |
Bear market2022 | -18.46%Sep 2022 | 8mo 28d | 9mo 21d | 1y 6moJan 2022 - Jul 2023 |
Rate-hike selloffLate 2018 | -17.02%Dec 2018 | 10mo 29d | 4mo | 1y 2moJan 2018 - Apr 2019 |
2025 selloff2025 | -14.63%Apr 2025 | 1mo 17d | 1mo 29d | 3mo 16dFeb 2025 - Jun 2025 |
2026 pullback2026 | -8.34%Mar 2026 | 1mo 18d | 18d | 2mo 6dFeb 2026 - Apr 2026 |
Drawdown Indicators
| FWMIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.65% | -56.78% | +22.13% |
Max Drawdown (1Y)Largest decline over 1 year | -8.34% | -9.10% | +0.76% |
Max Drawdown (3Y)Largest decline over 3 years | -14.63% | -18.90% | +4.27% |
Max Drawdown (5Y)Largest decline over 5 years | -18.46% | -25.43% | +6.97% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.56% | -1.80% | +1.24% |
Average DrawdownAverage peak-to-trough decline | -3.64% | -10.71% | +7.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 2.03% | -0.11% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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