Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RWMEX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-4) | -1.82% | 0.62% | 3.34% | 9.46% | 8.17% | 10.22% | 8.25% | 7.94% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWMEX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-4) | 05/31/2002 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 05/31/2002.
AR inception is since 05/31/2002.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.49 | 0.62 | 3.34 | 9.46 | 8.17 | 10.22 | 8.25 | 7.94 | -1.82 | 9.03 | 11.88 | -12.46 | 22.27 | 6.23 | 25.50 | -3.06 | 20.11 | 13.34 | -0.35 | 11.47 | 32.99 | 12.46 | 6.97 | 13.28 | 18.97 | -32.58 | 4.66 | 18.50 | 3.97 | 10.40 | 25.68 | -17.50 |
| Sharpe Ratio | NA | -0.30 | -0.07 | 0.45 | 0.38 | NA | NA | 0.35 | -0.40 | 0.19 | 0.65 | -0.71 | 1.72 | 0.18 | 2.15 | -0.29 | 3.19 | 1.06 | -0.03 | 0.86 | 3.04 | 1.07 | 0.33 | 0.83 | 0.75 | -0.87 | 0.10 | 1.52 | 0.18 | 0.95 | 1.65 | -1.04 |
| Standard Deviation(%) | NA | 17.42 | 16.15 | 15.88 | 17.04 | NA | NA | 18.09 | 23.71 | 12.57 | 11.89 | 19.69 | 12.96 | 34.02 | 11.20 | 15.23 | 6.13 | 12.42 | 14.80 | 13.37 | 10.85 | 11.67 | 21.07 | 15.96 | 25.28 | 38.49 | 17.43 | 10.07 | 9.74 | 9.92 | 15.10 | 27.99 |
| Draw Down(%) | NA | 15.99 | 16.91 | 21.09 | 34.67 | NA | NA | 53.28 | 14.93 | 7.89 | 7.86 | 21.09 | 6.40 | 34.67 | 5.44 | 15.62 | 2.70 | 8.96 | 12.19 | 7.44 | 4.78 | 8.12 | 15.93 | 13.50 | 27.99 | 44.15 | 11.29 | 5.96 | 6.15 | 6.06 | 15.19 | 28.39 |
| Yield(%) | 0.00 | 1.06 | 1.50 | 2.06 | 4.58 | 6.71 | 5.69 | 5.63 | 0.00 | 1.48 | 1.82 | 1.65 | 1.67 | 1.78 | 7.91 | 7.21 | 8.15 | 6.83 | 5.80 | 7.30 | 6.09 | 2.45 | 2.45 | 2.62 | 3.16 | 4.11 | 7.90 | 5.13 | 3.75 | 3.36 | 2.90 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWMEX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-4) |
-13.25%
Feb 2006 - Feb 2009 |
-5.58%
Feb 2004 - Feb 2009 |
5.00%
Jun 2002 - Jun 2012 |
6.66%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWMEX (WASHINGTON MUTUAL INVESTORS FUND CLASS R-4) |
23.60%
Feb 2009 - Feb 2012 |
21.87%
Feb 2009 - Feb 2014 |
15.65%
Feb 2009 - Feb 2019 |
13.40%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart