Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RWMGX (WASHINGTON MUTUAL INVESTORS FUND R-6) | 4.52% | 16.49% | 18.17% | 11.91% | 13.35% | 13.04% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWMGX (WASHINGTON MUTUAL INVESTORS FUND R-6) | 05/04/2009 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.31 | 16.49 | 18.17 | 11.91 | 13.35 | 13.04 | NA | … | … | 4.52 | 17.56 | 19.35 | 17.58 | -8.17 | 28.84 | 8.02 | 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 | 1.33 | 1.19 | 0.66 | 0.72 | NA | NA | … | … | 0.72 | 0.95 | 1.43 | 1.24 | -0.49 | 2.38 | 0.23 | 2.18 | -0.27 | 3.26 | 1.04 | 0.00 | 1.09 | 3.13 | 1.12 | 0.35 | 0.85 | 2.07 |
| Standard Deviation(%) | NA | 10.41 | 12.58 | 14.15 | 16.38 | NA | NA | … | … | 11.62 | 15.54 | 10.99 | 11.33 | 19.49 | 12.09 | 33.97 | 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 | 8.35 | 14.61 | 18.46 | 34.64 | NA | NA | … | … | 8.35 | 14.61 | 5.65 | 7.77 | 18.46 | 4.20 | 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 | 10.45 | 10.37 | 8.30 | 9.61 | 11.20 | 11.88 | … | … | 0.39 | 10.99 | 11.18 | 7.09 | 5.70 | 7.74 | 3.46 | 8.25 | 7.52 | 8.50 | 6.61 | 6.15 | 7.68 | 5.49 | 2.84 | 2.84 | 3.01 | 1.89 |
Data as of 06/05/2026, Common starting date is 05/04/2009
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) |
3.56%
Mar 2017 – Mar 2020 |
5.52%
Mar 2015 – Mar 2020 |
9.88%
Mar 2010 – Mar 2020 |
12.35%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWMGX (WASHINGTON MUTUAL INVESTORS FUND R-6) |
21.80%
Sep 2022 – Sep 2025 |
18.79%
Jun 2009 – Jun 2014 |
14.51%
Dec 2011 – Dec 2021 |
13.99%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart