Back to top
Washington Mutual Investors Fund Class 529-f-1 Shs: (MF: CWMFX)
(NASDAQ Mutual Funds) As of Aug 5, 2025 08:00 PM ET
$63.82 USD
-0.35 (-0.55%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.06 | 15 |
| 3 months | 8.71 | 31 |
| 6 months | 9.06 | 15 |
| 1 Year | 16.69 | 12 |
| 3 Year | 16.96 | 26 |
| 5 Year | 16.15 | 20 |
| 10 Year | 12.52 | 14 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 100.43 |
| Bear Market (10/07 - 2/09) | -48.83 |
| Bull Market (2/09 - 3/21) | 856.77 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 16.69 |
| 5 Year | 16.14 |
| 10 Year | 12.52 |
| Since Inception | 11.85 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.32 | 8.71 | NA | NA |
| 2024 | 9.15 | 2.01 | 6.91 | 0.07 |
| 2023 | 1.13 | 6.54 | -2.14 | 11.34 |
| 2022 | -1.92 | -11.22 | -6.04 | 11.64 |
| 2021 | 8.57 | 6.33 | -0.42 | 11.85 |
| 2020 | -21.50 | 16.53 | 5.87 | 11.44 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.06 | 19.14 | 17.39 | -8.68 | 28.60 | 7.93 | 25.76 | -2.78 | 20.33 | 13.58 | -0.21 |
| % Total Return Rel to Index | 2.85 | -5.87 | -8.84 | 9.52 | -0.08 | -10.47 | -5.72 | 1.61 | -1.46 | 1.64 | -1.60 |
| % Total Return Rel to Peer | 2.80 | 3.30 | 2.11 | 2.10 | 4.26 | -0.27 | 0.12 | 4.78 | 2.92 | 2.25 | 3.00 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 | 1.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.44 | 0.94 | 1.03 | 0.89 | 0.89 | 0.96 | 0.95 | 0.92 | 0.91 | 0.84 | 0.79 |
| % Yield | 0.65 | 1.37 | 1.47 | 1.59 | 1.37 | 1.83 | 1.84 | 2.07 | 1.85 | 1.91 | 1.92 |
| Capital Gains ($) | 2.71 | 5.32 | 2.54 | 2.27 | 2.81 | 0.66 | 2.37 | 2.46 | 2.52 | 1.83 | 1.59 |
| Expense Ratio | 0.44 | 0.43 | 0.44 | 0.43 | 0.40 | 0.40 | 0.42 | 0.42 | 0.44 | 0.46 | 0.45 |
* 1 = Top 20%, 5 = Bottom 20%