Performance Comparison
Comparison Box

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
RWMGX (WASHINGTON MUTUAL INVESTORS FUND R-6) -1.77% 0.96% 3.72% 9.86% 8.51% 10.50% NA 12.36%
More Performance Analytics Comparison
Name Start Date End Date
RWMGX (WASHINGTON MUTUAL INVESTORS FUND R-6) 05/04/2009 04/28/2025
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 05/04/2009.
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
Annualized Return (%) 5.51 0.96 3.72 9.86 8.51 10.50 NA 12.36 -1.77 9.45 12.31 -12.12 22.76 6.60 25.95 -2.71 20.57 13.13 0.03 11.54 32.33 12.85 7.35 13.70 21.75
Sharpe Ratio NA -0.28 -0.05 0.47 0.40 NA NA 0.65 -0.40 0.23 0.69 -0.69 1.76 0.19 2.19 -0.26 3.26 1.04 0.00 1.09 3.13 1.12 0.35 0.85 2.07
Standard Deviation(%) NA 17.39 16.13 15.87 17.03 NA NA 16.16 23.67 12.55 11.87 19.70 12.95 34.01 11.21 15.25 6.14 12.43 14.70 10.53 10.33 11.51 20.98 15.94 16.52
Draw Down(%) NA 15.95 16.76 20.86 34.64 NA NA 34.64 14.96 7.85 7.77 20.86 6.35 34.64 5.45 15.57 2.65 8.95 12.04 7.70 4.70 8.09 15.90 13.44 7.75
Yield(%) 0.00 1.32 1.81 2.48 4.92 7.15 6.87 9.16 0.00 1.84 2.17 1.95 2.06 2.09 8.25 7.52 8.50 6.61 6.15 7.68 5.49 2.84 2.84 3.01 1.89
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RWMGX (WASHINGTON MUTUAL INVESTORS FUND R-6) 2.61%
Dec 2021 - Dec 2024 		5.52%
Mar 2015 - Mar 2020 		8.68%
Oct 2013 - Oct 2023 		10.74%
Mar 2010 - Mar 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RWMGX (WASHINGTON MUTUAL INVESTORS FUND R-6) 21.60%
Sep 2011 - Sep 2014 		18.79%
Jun 2009 - Jun 2014 		14.21%
Jun 2009 - Jun 2019 		12.29%
Jun 2009 - Jun 2024
Annualized Rolling Returns Comparison Chart