American Funds Washington Mutual Investors Fund Class R-6 (RWMGX)
Fund Info
| ISIN | US9393308179 |
|---|---|
| CUSIP | 939330817 |
| Issuer | American Funds |
| Category | Large Cap Blend Equities |
| Min. Investment | $250 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
RWMGX has an expense ratio of 0.27%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Popular comparisons: RWMGX vs. RGAGX, RWMGX vs. SSEYX, RWMGX vs. FXAIX, RWMGX vs. VINIX, RWMGX vs. VITSX, RWMGX vs. VIIIX, RWMGX vs. TDVG, RWMGX vs. SCHD, RWMGX vs. VFIAX, RWMGX vs. VIGIX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in American Funds Washington Mutual Investors Fund Class R-6, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
American Funds Washington Mutual Investors Fund Class R-6 had a return of 22.19% year-to-date (YTD) and 34.20% in the last 12 months. Over the past 10 years, American Funds Washington Mutual Investors Fund Class R-6 had an annualized return of 11.82%, while the S&P 500 benchmark had an annualized return of 11.41%, indicating that American Funds Washington Mutual Investors Fund Class R-6 performed slightly bigger than the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 22.19% | 25.70% |
| 1 month | 1.69% | 3.51% |
| 6 months | 12.91% | 14.80% |
| 1 year | 34.20% | 37.91% |
| 5 years (annualized) | 13.15% | 14.18% |
| 10 years (annualized) | 11.82% | 11.41% |
Monthly Returns
The table below presents the monthly returns of RWMGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.96% | 4.55% | 3.45% | -3.81% | 3.24% | 2.79% | 2.86% | 2.46% | 1.50% | -1.16% | 22.19% | ||
| 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% | -3.23% | 1.36% | 2.16% | -3.79% | 6.78% | -1.74% | 6.68% | 25.04% |
| 2020 | -1.25% | -8.68% | -12.96% | 11.71% | 4.36% | -0.01% | 3.33% | 4.60% | -2.02% | -3.01% | 11.21% | 3.35% | 8.02% |
| 2019 | 5.99% | 3.26% | 0.90% | 3.48% | -5.29% | 6.26% | 0.92% | -0.91% | 1.69% | 1.53% | 3.35% | 2.63% | 25.95% |
| 2018 | 5.17% | -4.06% | -2.20% | 1.00% | 1.50% | 0.15% | 3.49% | 1.57% | 0.69% | -4.90% | 3.22% | -7.59% | -2.73% |
| 2017 | 1.39% | 3.27% | -0.28% | 0.85% | 1.54% | 0.15% | 2.43% | 0.16% | 2.99% | 1.89% | 2.84% | 1.67% | 20.53% |
| 2016 | -4.27% | 0.11% | 6.31% | 1.13% | 0.94% | 1.44% | 2.52% | -0.22% | -0.29% | -1.13% | 5.04% | 1.75% | 13.71% |
| 2015 | -3.20% | 5.37% | -1.67% | 0.93% | 0.53% | -2.54% | 1.77% | -5.77% | -1.97% | 8.49% | 0.47% | -1.60% | 0.00% |
| 2014 | -3.40% | 4.28% | 1.21% | 1.05% | 1.88% | 1.65% | -2.09% | 4.05% | -0.84% | 1.74% | 1.90% | 0.88% | 12.72% |
| 2013 | 4.29% | 1.60% | 3.54% | 3.11% | 2.19% | -0.58% | 4.40% | -2.84% | 3.28% | 4.22% | 3.01% | 3.34% | 33.60% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of RWMGX is 89, placing it in the top 11% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
American Funds Washington Mutual Investors Fund Class R-6 provided a 1.72% dividend yield over the last twelve months, with an annual payout of $1.14 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.14 | $1.12 | $1.18 | $1.02 | $1.02 | $1.02 | $0.99 | $0.98 | $0.90 | $0.93 | $3.31 | $2.09 |
Dividend yield | 1.72% | 1.96% | 2.27% | 1.69% | 2.02% | 2.11% | 2.40% | 2.14% | 2.21% | 2.41% | 8.09% | 5.30% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.75 | |
| 2023 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.39 | $1.12 |
| 2022 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.44 | $1.18 |
| 2021 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.28 | $1.02 |
| 2020 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.29 | $1.02 |
| 2019 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.31 | $1.02 |
| 2018 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.29 | $0.99 |
| 2017 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.30 | $0.98 |
| 2016 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.25 | $0.90 |
| 2015 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.29 | $0.93 |
| 2014 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $2.69 | $3.31 |
| 2013 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $1.49 | $2.09 |
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.
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.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.64% | Feb 13, 2020 | 27 | Mar 23, 2020 | 162 | Nov 10, 2020 | 189 |
| -18.46% | Jan 5, 2022 | 186 | Sep 30, 2022 | 198 | Jul 18, 2023 | 384 |
| -15.9% | Jul 8, 2011 | 24 | Aug 10, 2011 | 110 | Jan 18, 2012 | 134 |
| -15.57% | Sep 24, 2018 | 64 | Dec 24, 2018 | 66 | Apr 1, 2019 | 130 |
| -13.45% | Apr 26, 2010 | 49 | Jul 2, 2010 | 74 | Oct 18, 2010 | 123 |
Volatility
Volatility Chart
The current American Funds Washington Mutual Investors Fund Class R-6 volatility is 3.40%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.