Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSHBX (WASHINGTON MUTUAL INVESTORS FUND CLASS B) | NA | 16.15% | 8.74% | 12.48% | 5.88% | 6.09% | NA | … | … |
Data as of 04/10/2017, Common starting date is 04/03/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSHBX (WASHINGTON MUTUAL INVESTORS FUND CLASS B) | 04/03/2000 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 16.15 | 8.74 | 12.48 | 5.88 | 6.09 | NA | … | … | 4.11 | 12.54 | -0.89 | 10.35 | 30.91 | 11.66 | 6.24 | 12.63 | 18.11 | -33.63 | 3.18 | 17.16 | 2.76 | 9.07 | 24.87 | -15.49 | 0.74 | 7.05 |
| Sharpe Ratio | NA | 1.69 | 0.66 | 1.00 | 0.28 | NA | NA | … | … | 2.65 | 0.99 | -0.06 | 0.79 | 2.99 | 1.02 | 0.30 | 0.79 | 0.72 | -0.90 | 0.01 | 1.53 | 0.06 | 0.83 | 1.59 | -0.71 | -0.11 | 0.37 |
| Standard Deviation(%) | NA | 9.17 | 13.07 | 12.38 | 19.59 | NA | NA | … | … | 5.92 | 12.40 | 14.69 | 13.06 | 10.34 | 11.53 | 21.02 | 15.93 | 24.86 | 38.46 | 15.42 | 9.08 | 9.59 | 9.79 | 15.17 | 23.37 | 15.33 | 14.69 |
| Draw Down(%) | NA | 4.80 | 12.48 | 12.48 | 54.50 | NA | NA | … | … | 2.25 | 9.07 | 12.48 | 7.78 | 4.83 | 8.18 | 16.01 | 13.56 | 28.10 | 44.50 | 11.08 | 6.01 | 6.23 | 6.18 | 15.31 | 30.58 | 16.98 | 8.10 |
| Yield(%) | 0.00 | 5.51 | 5.77 | 5.85 | 3.80 | 3.91 | 3.52 | … | … | 0.00 | 5.91 | 5.07 | 6.57 | 4.26 | 1.65 | 1.70 | 2.05 | 2.48 | 3.03 | 6.85 | 3.97 | 2.63 | 2.10 | 2.25 | 1.43 | 3.53 | 9.39 |
Data as of 04/10/2017, Common starting date is 04/03/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSHBX (WASHINGTON MUTUAL INVESTORS FUND CLASS B) |
-14.45%
Feb 2006 – Feb 2009 |
-6.81%
Feb 2004 – Feb 2009 |
1.45%
May 2000 – May 2010 |
4.82%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSHBX (WASHINGTON MUTUAL INVESTORS FUND CLASS B) |
22.78%
Feb 2009 – Feb 2012 |
20.85%
Feb 2009 – Feb 2014 |
7.41%
Mar 2003 – Mar 2013 |
6.41%
Feb 2002 – Feb 2017 |
Annualized Rolling Returns Comparison Chart