- ISIN
- US9393308179
- CUSIP
- 939330817
- Issuer
- American Funds
- Inception Date
- May 1, 2009
- Region
- North America (U.S.)
- Category
- Large Cap Blend Equities
- Min. Investment
- $250
- Index Tracked
- No Index (Active)
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
RWMGX Performance Chart
American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) is up 9.2% since the beginning of the year. RWMGX is currently trading at $68 per share. Investors who bought $1,000 worth of RWMGX shares 5 years ago would now be looking at an investment worth $1,820.
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Returns By Period
American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) has returned 9.20% so far this year and 16.44% over the past 12 months. Over the last ten years, RWMGX has had an annualized return of 13.22%, just under the S&P 500 Index benchmark’s 13.26%.
American Funds Washington Mutual Investors Fund Class R-6
- 1D
- 0.59%
- 1M
- 1.80%
- 6M
- 7.28%
- YTD
- 9.20%
- 1Y
- 16.44%
- 3Y*
- 17.45%
- 5Y*
- 12.72%
- 10Y*
- 13.22%
- ALL TIME*
- 12.92%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
RWMGX Monthly Returns History
Based on dividend-adjusted daily data since Jan 4, 2010, RWMGX's average daily return is +0.05%, while the average monthly return is +1.09%. At this rate, an investment would double in approximately 5.3 years.
Historically, 67% of months were positive and 33% 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 5 months.
On a daily basis, RWMGX closed higher 54% 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 -12.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.79% | 1.10% | -5.84% | 7.21% | 1.94% | 1.46% | 1.63% | 9.20% | |||||
| 2025 | 3.99% | 0.12% | -3.59% | -1.07% | 5.30% | 4.41% | 0.99% | 2.25% | 1.91% | 0.24% | 2.59% | -0.50% | 17.56% |
| 2024 | 0.96% | 4.55% | 3.45% | -3.81% | 3.24% | 2.79% | 2.86% | 2.46% | 1.50% | -1.16% | 3.93% | -2.56% | 19.35% |
| 2023 | 2.79% | -3.39% | 1.86% | 2.01% | -0.69% | 5.22% | 3.12% | -1.52% | -3.58% | -1.27% | 7.67% | 4.77% | 17.58% |
| 2022 | -3.90% | -1.32% | 3.47% | -6.02% | 2.07% | -7.37% | 5.03% | -2.95% | -7.78% | 9.40% | 6.34% | -3.66% | -8.17% |
| 2021 | -0.94% | 3.96% | 5.47% | 3.91% | 2.66% | -0.28% | 1.36% | 2.16% | -3.79% | 6.78% | -1.74% | 6.69% | 28.84% |
Benchmark Metrics
American Funds Washington Mutual Investors Fund Class R-6 has an annualized alpha of 1.99%, beta of 0.88, and R2 of 0.95 versus S&P 500 Index. Calculated based on daily prices since January 04, 2010.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (89.92%) than losses (83.18%) - typical of diversified or defensive assets.
- With beta of 0.88 and R2 of 0.95, 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
- 1.99%
- Beta
- 0.88
- R²
- 0.95
- Upside Capture
- 89.92%
- Downside Capture
- 83.18%
Expense Ratio
RWMGX has an expense ratio of 0.26%, which is considered low.
Return for Risk
Risk / Return Rank
RWMGX ranks 51 for risk / return — above 51% of mutual funds peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) 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.
| RWMGX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.07 | ||
| Sortino ratioReturn per unit of downside risk | +0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.25 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.87 | 2.00 | -0.13 |
| Martin ratioReturn relative to average drawdown | 8.13 | 8.49 | -0.36 |
Dividends
Dividend History
American Funds Washington Mutual Investors Fund Class R-6 provided a 9.77% 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 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $6.65 | $6.76 | $6.38 | $3.68 | $3.45 | $3.83 | $1.68 | $3.33 | $1.92 | $3.43 | $2.73 | $2.52 |
Dividend yield | 9.77% | 10.36% | 10.36% | 6.42% | 6.63% | 6.33% | 3.35% | 6.91% | 4.67% | 7.52% | 6.66% | 6.55% |
Monthly Dividends
The table displays the monthly dividend distributions for American Funds Washington Mutual Investors Fund Class R-6. 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 | $0.00 | $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 Investors Fund Class R-6. 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 Investors Fund Class R-6 was 34.64%, occurring on Mar 23, 2020. Recovery took 162 trading sessions.
The current American Funds Washington Mutual Investors Fund Class R-6 drawdown is 0.51%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-34.64%Mar 2020 | 1mo 9d | 7mo 22d | 9mo 1dFeb 2020 - Nov 2020 | COVID crash2020 |
-18.46%Sep 2022 | 8mo 28d | 9mo 21d | 1y 6moJan 2022 - Jul 2023 | Bear market2022 |
-17.02%Dec 2018 | 10mo 29d | 4mo | 1y 2moJan 2018 - Apr 2019 | Rate-hike selloffLate 2018 |
-15.90%Aug 2011 | 1mo 3d | 5mo 11d | 6mo 14dJul 2011 - Jan 2012 | — |
-14.61%Apr 2025 | 1mo 17d | 1mo 29d | 3mo 16dFeb 2025 - Jun 2025 | 2025 selloff2025 |
Drawdown Indicators
| RWMGX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.64% | -56.78% | +22.14% |
Max Drawdown (1Y)Largest decline over 1 year | -8.35% | -9.10% | +0.75% |
Max Drawdown (3Y)Largest decline over 3 years | -14.61% | -18.90% | +4.29% |
Max Drawdown (5Y)Largest decline over 5 years | -18.46% | -25.43% | +6.97% |
Max Drawdown (10Y)Largest decline over 10 years | -34.64% | -33.92% | -0.72% |
Current DrawdownCurrent decline from peak | -0.51% | -1.58% | +1.07% |
Average DrawdownAverage peak-to-trough decline | -3.09% | -10.70% | +7.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 2.14% | -0.22% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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