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American Funds Washington Mutual Investors Fund Cl...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS9393308179
CUSIP939330817
IssuerAmerican Funds
CategoryLarge Cap Blend Equities
Min. Investment$250
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

The American Funds Washington Mutual Investors Fund Class R-6 has a high expense ratio of 0.27%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.27%

Share Price Chart


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American Funds Washington Mutual Investors Fund Class R-6

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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.


400.00%450.00%500.00%550.00%600.00%OctoberNovemberDecember2024FebruaryMarch
600.75%
498.10%
RWMGX (American Funds Washington Mutual Investors Fund Class R-6)
Benchmark (^GSPC)

S&P 500

Returns By Period

American Funds Washington Mutual Investors Fund Class R-6 had a return of 8.95% year-to-date (YTD) and 30.17% in the last 12 months. Over the past 10 years, American Funds Washington Mutual Investors Fund Class R-6 had an annualized return of 11.53%, while the S&P 500 benchmark had an annualized return of 10.96%, indicating that American Funds Washington Mutual Investors Fund Class R-6 performed slightly bigger than the benchmark.


PeriodReturnBenchmark
Year-To-Date8.95%10.04%
1 month3.56%3.53%
6 months21.55%22.79%
1 year30.17%32.16%
5 years (annualized)12.66%13.15%
10 years (annualized)11.53%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.96%4.55%
2023-1.52%-3.58%-1.27%7.67%4.77%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
RWMGX
American Funds Washington Mutual Investors Fund Class R-6
2.99
^GSPC
S&P 500
2.76

Sharpe Ratio

The current American Funds Washington Mutual Investors Fund Class R-6 Sharpe ratio is 2.99. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
2.99
2.76
RWMGX (American Funds Washington Mutual Investors Fund Class R-6)
Benchmark (^GSPC)

Dividends

Dividend History

American Funds Washington Mutual Investors Fund Class R-6 granted a 5.93% dividend yield in the last twelve months. The annual payout for that period amounted to $3.68 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$3.68$3.68$3.45$2.12$1.68$3.39$3.45$3.49$2.72$2.50$3.31$2.09

Dividend yield

5.93%6.42%6.63%3.51%3.35%7.04%8.39%7.65%6.63%6.51%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
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
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
2021$0.00$0.00$0.24$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$1.38
2020$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.96
2019$0.00$0.00$0.23$0.00$0.00$1.13$0.00$0.00$0.24$0.00$0.00$1.79
2018$0.00$0.00$0.23$0.00$0.00$1.71$0.00$0.00$0.23$0.00$0.00$1.28
2017$0.00$0.00$0.22$0.00$0.00$1.26$0.00$0.00$0.22$0.00$0.00$1.78
2016$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$2.06
2015$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$1.87
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
2013$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$1.49

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch00
RWMGX (American Funds Washington Mutual Investors Fund Class R-6)
Benchmark (^GSPC)

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, 202027Mar 23, 2020162Nov 10, 2020189
-18.46%Jan 5, 2022186Sep 30, 2022198Jul 18, 2023384
-15.9%Jul 8, 201124Aug 10, 2011110Jan 18, 2012134
-15.57%Sep 24, 201864Dec 24, 201866Apr 1, 2019130
-13.45%Apr 26, 201049Jul 2, 201074Oct 18, 2010123

Volatility

Volatility Chart

The current American Funds Washington Mutual Investors Fund Class R-6 volatility is 2.65%, 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.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%OctoberNovemberDecember2024FebruaryMarch
2.65%
2.82%
RWMGX (American Funds Washington Mutual Investors Fund Class R-6)
Benchmark (^GSPC)