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Washington Mutual Invs Fund Cl F-1 Shs: (MF: WSHFX)
(NASDAQ Mutual Funds) As of Aug 14, 2025 08:00 PM ET
$65.22 USD
+0.03 (0.05%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.99 | 16 |
| 3 months | 10.89 | 34 |
| 6 months | 5.81 | 19 |
| 1 Year | 14.37 | 25 |
| 3 Year | 15.22 | 24 |
| 5 Year | 15.39 | 21 |
| 10 Year | 12.19 | 19 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 100.34 |
| Bear Market (10/07 - 2/09) | -48.95 |
| Bull Market (2/09 - 3/21) | 834.86 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 16.48 |
| 5 Year | 15.92 |
| 10 Year | 12.28 |
| Since Inception | 11.88 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.28 | 8.65 | NA | NA |
| 2024 | 9.12 | 1.95 | 6.86 | 0.02 |
| 2023 | 1.07 | 6.48 | -2.16 | 11.26 |
| 2022 | -1.97 | -11.27 | -6.08 | 11.59 |
| 2021 | 8.51 | 6.28 | -0.46 | 11.80 |
| 2020 | -21.54 | 16.42 | 5.83 | 11.37 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.99 | 18.92 | 17.15 | -8.84 | 28.34 | 7.66 | 25.48 | -3.01 | 20.05 | 13.32 | -0.39 |
| % Total Return Rel to Index | 1.41 | -6.09 | -9.09 | 9.36 | -0.33 | -10.73 | -6.00 | 1.37 | -1.74 | 1.38 | -1.78 |
| % Total Return Rel to Peer | 2.72 | 3.08 | 1.86 | 1.94 | 4.00 | -0.54 | -0.15 | 4.54 | 2.64 | 1.99 | 2.82 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 | 1.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.38 | 0.82 | 0.92 | 0.78 | 0.78 | 0.84 | 0.84 | 0.81 | 0.81 | 0.75 | 0.71 |
| % Yield | 0.55 | 1.17 | 1.25 | 1.38 | 1.17 | 1.57 | 1.59 | 1.78 | 1.60 | 1.67 | 1.69 |
| Capital Gains ($) | 2.71 | 5.32 | 2.54 | 2.27 | 2.81 | 0.66 | 2.37 | 2.46 | 2.52 | 1.83 | 1.59 |
| Expense Ratio | 0.62 | 0.63 | 0.63 | 0.63 | 0.64 | 0.64 | 0.66 | 0.67 | 0.67 | 0.66 | 0.66 |
* 1 = Top 20%, 5 = Bottom 20%