CWMAX
American Funds Washington Mutual Investors Fund Class 529-A
Mutual fund
$65.95+0.41 (+0.63%)Close Oct 2, 2026
Feb 15, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $85,843
- CAGR
- +9.12%
- Max drawdown
- −54.00%
- Sharpe ratio
- 0.59
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.17%
- 3M
- −1.33%
- 6M
- +9.48%
- YTD
- +6.46%
- 1Y
- +8.36%
- 3Y
- +18.35%
- 5Y
- +11.99%
- 10Y
- +13.00%
- 15Y
- +13.51%
- 20Y
- +9.73%
- Since 2002
- +9.12%
Metrics
Since 2002| Volatility | 17.41% |
|---|---|
| Sortino ratio | 0.83 |
| Calmar ratio | 0.17 |
| Best year, 2013 | +31.83% |
| Worst year, 2008 | −33.15% |
| Positive years | 19 of 23 |
| Longest drawdown | 4.9 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −54.0% | Oct 2007 | Mar 2009 | Sep 2012 | 4.9 years |
| −34.6% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −31.4% | Mar 2002 | Oct 2002 | Jan 2004 | 1.8 years |
| −18.7% | Jan 2022 | Sep 2022 | Jul 2023 | 1.5 years |
| −15.6% | Sep 2018 | Dec 2018 | Apr 2019 | 6 months |
Annual returns
2002 from Feb 15 · 2026 through Oct 2