- ISIN
- US9393308252
- CUSIP
- 939330825
- Issuer
- American Funds
- Inception Date
- Aug 5, 2008
- Category
- Large Cap Value Equities
- Min. Investment
- $250
- Index Tracked
- S&P 500
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
WMFFX Performance Chart
Washington Mutual Investors Fund Class F-2 (WMFFX) is up 6.0% since the beginning of the year. WMFFX is currently trading at $66 per share. Investors who bought $1,000 worth of WMFFX shares 5 years ago would now be looking at an investment worth $1,821.
Loading charts...
Returns By Period
Washington Mutual Investors Fund Class F-2 (WMFFX) has returned 6.04% so far this year and 18.04% over the past 12 months. Over the last ten years, WMFFX has returned 13.02% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Washington Mutual Investors Fund Class F-2
- 1D
- 0.47%
- 1M
- 0.71%
- YTD
- 6.04%
- 6M
- 5.62%
- 1Y
- 18.04%
- 3Y*
- 17.44%
- 5Y*
- 12.73%
- 10Y*
- 13.02%
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%
WMFFX Monthly Returns History
Based on dividend-adjusted daily data since Aug 1, 2008, WMFFX's average daily return is +0.05%, while the average monthly return is +0.95%. At this rate, an investment would double in approximately 6.1 years.
Historically, 66% of months were positive and 34% were negative. The best month was Apr 2020 with a return of +11.7%, while the worst month was Oct 2008 at -16.2%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.
On a daily basis, WMFFX closed higher 54% of trading days. The best single day was Oct 28, 2008 with a return of +10.7%, 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 | 1.78% | 1.09% | -5.86% | 7.21% | 1.93% | 0.18% | 6.04% | ||||||
| 2025 | 3.97% | 0.13% | -3.61% | -1.07% | 5.30% | 4.39% | 0.99% | 2.22% | 1.91% | 0.22% | 2.60% | -0.51% | 17.42% |
| 2024 | 0.96% | 4.54% | 3.43% | -3.80% | 3.23% | 2.77% | 2.85% | 2.45% | 1.49% | -1.18% | 3.94% | -2.56% | 19.24% |
| 2023 | 2.77% | -3.37% | 1.84% | 2.01% | -0.71% | 5.20% | 3.11% | -1.52% | -3.59% | -1.25% | 7.62% | 4.34% | 16.96% |
| 2022 | -3.91% | -1.34% | 3.46% | -6.03% | 2.07% | -7.40% | 5.04% | -2.97% | -7.78% | 9.39% | 6.31% | -3.66% | -8.27% |
| 2021 | -0.94% | 3.95% | 5.47% | 3.89% | 2.65% | -0.29% | 1.36% | 2.14% | -3.80% | 6.77% | -1.75% | 6.67% | 28.71% |
Benchmark Metrics
Washington Mutual Investors Fund Class F-2 has an annualized alpha of 1.31%, beta of 0.89, and R2 of 0.96 versus S&P 500 Index. Calculated based on daily prices since August 01, 2008.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (88.84%) than losses (86.05%) - typical of diversified or defensive assets.
- With beta of 0.89 and R2 of 0.96, 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
- 1.31%
- Beta
- 0.89
- R²
- 0.96
- Upside Capture
- 88.84%
- Downside Capture
- 86.05%
Expense Ratio
WMFFX has an expense ratio of 0.37%, placing it in the medium range.
Return for Risk
Risk / Return Rank
WMFFX ranks 40 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 Washington Mutual Investors Fund Class F-2 (WMFFX) 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.
| WMFFX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.32 | ||
| Sortino ratioReturn per unit of downside risk | -0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.37 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | 2.78 | -0.63 |
| Martin ratioReturn relative to average drawdown | 9.31 | 12.44 | -3.13 |
Dividends
Dividend History
Washington Mutual Investors Fund Class F-2 provided a 9.97% dividend yield over the last twelve months, with an annual payout of $6.57 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $6.57 | $6.69 | $6.31 | $3.38 | $3.39 | $3.77 | $1.63 | $3.05 | $1.88 | $3.39 | $2.69 | $2.48 |
Dividend yield | 9.97% | 10.28% | 10.27% | 5.92% | 6.53% | 6.24% | 3.26% | 6.33% | 4.59% | 7.43% | 6.56% | 6.44% |
Monthly Dividends
The table displays the monthly dividend distributions for Washington Mutual Investors Fund Class F-2. 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 | $0.23 | $0.00 | $0.00 | $2.83 | $3.06 | ||||||
| 2025 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $2.95 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $3.28 | $6.69 |
| 2024 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $3.01 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $2.84 | $6.31 |
| 2023 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $1.57 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $1.35 | $3.38 |
| 2022 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $1.75 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $1.17 | $3.39 |
| 2021 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $1.94 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $1.37 | $3.77 |
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.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the Washington Mutual Investors Fund Class F-2. 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 Washington Mutual Investors Fund Class F-2 was 47.21%, occurring on Mar 9, 2009. Recovery took 484 trading sessions.
The current Washington Mutual Investors Fund Class F-2 drawdown is 0.56%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -47.21%Mar 2009 | 6mo 29d | 1y 11mo | 2y 5moAug 2008 - Feb 2011 |
COVID crash2020 | -34.63%Mar 2020 | 1mo 9d | 7mo 23d | 9mo 2dFeb 2020 - Nov 2020 |
Bear market2022 | -18.53%Sep 2022 | 8mo 28d | 9mo 21d | 1y 6moJan 2022 - Jul 2023 |
Rate-hike selloffLate 2018 | -17.07%Dec 2018 | 10mo 29d | 4mo | 1y 2moJan 2018 - Apr 2019 |
2011 correction2011 | -15.92%Aug 2011 | 1mo 3d | 5mo 11d | 6mo 14dJul 2011 - Jan 2012 |
Drawdown Indicators
| WMFFX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.21% | -56.78% | +9.57% |
Max Drawdown (1Y)Largest decline over 1 year | -8.36% | -9.10% | +0.74% |
Max Drawdown (3Y)Largest decline over 3 years | -14.64% | -18.90% | +4.26% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -25.43% | +6.90% |
Max Drawdown (10Y)Largest decline over 10 years | -34.63% | -33.92% | -0.71% |
Current DrawdownCurrent decline from peak | -0.56% | -1.80% | +1.24% |
Average DrawdownAverage peak-to-trough decline | -5.35% | -10.71% | +5.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.93% | 2.03% | -0.10% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with WMFFX
Add Washington Mutual Investors Fund Class F-2 to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with WMFFX