CWMEX
American Funds Washington Mutual Investors Fund Class 529-E
Mutual fund
$65.28+0.39 (+0.60%)Close Oct 2, 2026
Feb 28, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $77,924
- CAGR
- +8.71%
- Max drawdown
- −54.17%
- Sharpe ratio
- 0.57
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.20%
- 3M
- −1.39%
- 6M
- +9.32%
- YTD
- +6.26%
- 1Y
- +8.08%
- 3Y
- +18.05%
- 5Y
- +11.71%
- 10Y
- +12.73%
- 15Y
- +13.23%
- 20Y
- +9.45%
- Since 2002
- +8.71%
Metrics
Since 2002| Volatility | 17.41% |
|---|---|
| Sortino ratio | 0.80 |
| Calmar ratio | 0.16 |
| Best year, 2013 | +31.47% |
| Worst year, 2008 | −33.32% |
| Positive years | 19 of 23 |
| Longest drawdown | 4.9 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −54.2% | Oct 2007 | Mar 2009 | Sep 2012 | 4.9 years |
| −34.7% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −31.5% | Mar 2002 | Oct 2002 | Jan 2004 | 1.8 years |
| −18.8% | Jan 2022 | Sep 2022 | Jul 2023 | 1.5 years |
| −15.7% | Sep 2018 | Dec 2018 | Apr 2019 | 6 months |
Annual returns
2002 from Feb 28 · 2026 through Oct 2