RWMAX
American Funds Washington Mutual Investors Fund Class R-1
Mutual fund
$65.03+0.39 (+0.60%)Close Oct 2, 2026
May 29, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $69,867
- CAGR
- +8.31%
- Max drawdown
- −54.45%
- Sharpe ratio
- 0.55
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.24%
- 3M
- −1.53%
- 6M
- +9.04%
- YTD
- +5.84%
- 1Y
- +7.52%
- 3Y
- +17.45%
- 5Y
- +11.15%
- 10Y
- +12.17%
- 15Y
- +12.68%
- 20Y
- +8.93%
- Since 2002
- +8.31%
Metrics
Since 2002| Volatility | 17.43% |
|---|---|
| Sortino ratio | 0.77 |
| Calmar ratio | 0.15 |
| Best year, 2013 | +30.92% |
| Worst year, 2008 | −33.62% |
| Positive years | 19 of 23 |
| Longest drawdown | 5.3 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −54.4% | Oct 2007 | Mar 2009 | Jan 2013 | 5.3 years |
| −34.7% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −28.5% | May 2002 | Oct 2002 | Dec 2003 | 1.6 years |
| −19.1% | Jan 2022 | Sep 2022 | Nov 2023 | 1.9 years |
| −15.8% | Sep 2018 | Dec 2018 | Apr 2019 | 6 months |
Annual returns
2002 from May 29 · 2026 through Oct 2