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CWMFX: Washington Mutual Investors Fund Inc Class 5 (MUTUAL FUND)
Basic Info 67.59 0.4(0.60%) June 09
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 03/14/2002 |
| Last Dividend Date: | 03/18/2026 |
| 12-Mo. Yield | 10.37% |
| Expenses | 0.26% |
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Performance Analytics (As of 06/09/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | 5.0 | 16.5 | 18.1 | 9.7 | 12.1 | 12.1 | 9.7 | 8.6 | 17.3 | 19.2 | 17.4 | -12.3 | 22.5 | 6.4 | 25.8 | -2.8 | 20.4 | 13.6 | -0.1 | 11.7 | 32.1 | 12.7 | 7.2 | 13.5 | 19.2 | -33.0 | 4.2 | 18.2 | 3.6 | 9.7 | 24.3 | -19.8 |
| Sharpe Ratio | NA | 0.7 | 1.31 | 1.17 | 0.49 | 0.63 | NA | NA | 0.42 | 0.93 | 1.41 | 1.22 | -0.7 | 1.74 | 0.18 | 2.17 | -0.28 | 3.23 | 1.08 | -0.01 | 0.87 | 3.11 | 1.1 | 0.34 | 0.84 | 0.77 | -0.88 | 0.07 | 1.63 | 0.14 | 0.89 | 1.54 | -1.01 |
| Draw Down(%) | NA | 8.4 | 8.4 | 14.6 | 21.0 | 34.7 | NA | NA | 53.8 | 14.6 | 5.7 | 7.8 | 21.0 | 6.4 | 34.7 | 5.5 | 15.6 | 2.7 | 9.0 | 12.1 | 7.7 | 4.7 | 8.1 | 15.9 | 13.5 | 27.9 | 44.0 | 11.0 | 5.9 | 6.1 | 6.1 | 15.2 | 31.3 |
| Standard Deviation(%) | NA | 11.6 | 10.4 | 12.6 | 14.4 | 16.5 | NA | NA | 17.6 | 15.6 | 11.0 | 11.4 | 19.7 | 12.9 | 34.0 | 11.2 | 15.2 | 6.1 | 12.4 | 14.7 | 13.4 | 10.3 | 11.5 | 21.0 | 16.0 | 24.8 | 38.4 | 15.4 | 9.1 | 9.6 | 9.8 | 15.2 | 25.0 |
| Treynor Ratio | NA | 0.09 | 0.15 | 0.16 | 0.07 | 0.11 | NA | NA | 0.08 | 0.15 | 0.17 | 0.15 | -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 | -0.39 | 0.01 | 0.16 | 0.01 | 0.1 | 0.27 | -0.3 |
| Alpha | NA | -0.05 | -0.02 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.01 | 0.03 | -0.04 | 0.0 | 0.02 | 0.01 | 0.01 | 0.02 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.01 | -0.01 | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 |
| Beta | NA | 0.91 | 0.88 | 0.94 | 0.96 | 0.94 | NA | NA | 0.89 | 0.97 | 0.93 | 0.89 | 1.01 | 0.92 | 0.93 | 0.94 | 0.96 | 0.82 | 0.92 | 0.95 | 1.01 | 0.91 | 0.89 | 0.87 | 0.86 | 0.77 | 0.88 | 0.9 | 0.93 | 0.89 | 0.9 | 0.88 | 0.85 |
| RSquared | NA | 0.78 | 0.75 | 0.83 | 0.87 | 0.93 | NA | 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 | 0.66 | 0.96 | 0.95 | 0.98 | 0.97 | 0.96 | 0.99 | 0.99 | 0.95 | 0.96 | 0.97 | 0.97 | 0.97 |
| Yield(%) | N/A | 0.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.9 | 11.1 | 7.0 | 1.8 | 1.9 | 2.0 | 8.2 | 7.4 | 8.4 | 7.1 | 6.0 | 7.5 | 5.3 | 2.7 | 2.7 | 2.8 | 3.4 | 3.8 | 7.8 | 4.9 | 3.4 | 2.7 | 1.8 | 0.0 |
| Dividend Growth(%) | N/A | -96.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.0 | 75.1 | 230.0 | 17.2 | -3.7 | -71.1 | -2.0 | -1.4 | 29.2 | 8.8 | -16.6 | 74.1 | 121.5 | 4.7 | 2.7 | -4.1 | -41.2 | -53.4 | 76.3 | 47.9 | 33.9 | 75.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/12/2002
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