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WMFFX: WASHINGTON MUTUAL INVESTORS FUND CLASS F-2 (MUTUAL FUND)
Basic Info 67.75 0.87(1.27%) June 05
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 08/14/2008 |
| Last Dividend Date: | 03/18/2026 |
| 12-Mo. Yield | 10.48% |
| Expenses | 0.26% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.3 | 4.5 | 16.4 | 18.0 | 9.6 | 12.2 | 12.1 | 10.6 | 17.4 | 19.2 | 17.4 | -12.2 | 22.6 | 6.5 | 25.8 | -2.8 | 20.4 | 13.6 | -0.1 | 11.4 | 32.2 | 12.7 | 7.3 | 13.6 | 19.3 | -25.1 |
| Sharpe Ratio | NA | 0.71 | 1.32 | 1.17 | 0.49 | 0.64 | NA | 0.53 | 0.94 | 1.42 | 1.23 | -0.7 | 1.75 | 0.18 | 2.17 | -0.27 | 3.23 | 1.08 | -0.01 | 1.08 | 3.11 | 1.11 | 0.34 | 0.85 | 0.77 | -0.95 |
| Draw Down(%) | NA | 8.4 | 8.4 | 14.6 | 20.9 | 34.6 | NA | 45.1 | 14.6 | 5.6 | 7.8 | 20.9 | 6.4 | 34.6 | 5.5 | 15.6 | 2.7 | 9.0 | 12.1 | 7.7 | 4.7 | 8.1 | 15.9 | 13.5 | 28.0 | 38.1 |
| Standard Deviation(%) | NA | 11.6 | 10.4 | 12.6 | 14.4 | 16.5 | NA | 18.2 | 15.6 | 11.0 | 11.3 | 19.7 | 12.9 | 34.0 | 11.2 | 15.2 | 6.1 | 12.4 | 14.7 | 10.5 | 10.3 | 11.5 | 21.0 | 15.9 | 24.8 | 56.6 |
| Treynor Ratio | NA | 0.09 | 0.15 | 0.16 | 0.07 | 0.11 | NA | 0.11 | 0.15 | 0.17 | 0.16 | -0.14 | 0.24 | 0.07 | 0.26 | -0.04 | 0.24 | 0.15 | 0.0 | 0.12 | 0.35 | 0.14 | 0.08 | 0.16 | 0.25 | -0.61 |
| Alpha | NA | -0.05 | -0.02 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.01 | 0.02 | 0.03 | -0.04 | 0.0 | 0.02 | 0.0 | 0.01 | 0.02 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.01 | -0.04 |
| Beta | NA | 0.91 | 0.88 | 0.94 | 0.96 | 0.94 | NA | 0.89 | 0.97 | 0.93 | 0.89 | 1.01 | 0.92 | 0.93 | 0.95 | 0.96 | 0.82 | 0.92 | 0.95 | 0.95 | 0.91 | 0.89 | 0.87 | 0.86 | 0.77 | 0.88 |
| RSquared | NA | 0.78 | 0.76 | 0.83 | 0.87 | 0.93 | NA | 0.95 | 0.88 | 0.78 | 0.88 | 0.94 | 0.83 | 0.97 | 0.94 | 0.97 | 0.9 | 0.97 | 0.98 | 0.97 | 0.96 | 0.95 | 0.98 | 0.97 | 0.96 | 0.99 |
| Yield(%) | N/A | 0.4 | N/A | N/A | N/A | N/A | N/A | N/A | 10.9 | 11.1 | 7.0 | 1.9 | 1.9 | 2.0 | 8.1 | 7.5 | 8.4 | 7.1 | 6.1 | 7.6 | 5.4 | 2.7 | 2.7 | 2.9 | 3.5 | 3.0 |
| Dividend Growth(%) | N/A | -96.5 | N/A | N/A | N/A | N/A | N/A | N/A | 6.0 | 74.5 | 223.0 | 16.4 | -0.5 | -71.0 | -2.4 | -1.1 | 28.8 | 8.4 | -16.5 | 73.1 | 116.8 | 5.1 | 3.3 | -5.1 | -12.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/01/2008
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