American Funds Washington Mutual R2 (RWMBX)

53.84 +0.83 (+1.57%) USD  |  Aug 12 2022

RWMBX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
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10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of August 11, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
American Funds Washington Mutual R2
11.68%
30.95%
10.35%
-0.91%
12.53%
19.22%
-3.72%
24.54%
6.90%
27.50%
-7.76%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-10.89%
American Funds Fundamental Invs R2
16.24%
30.55%
8.11%
2.61%
11.65%
22.39%
-7.37%
26.62%
14.05%
21.55%
-13.08%
TIAA-CREF Equity Index R
16.11%
33.14%
12.21%
0.21%
12.45%
20.86%
-5.54%
30.59%
20.57%
25.27%
-11.69%
Federated Hermes Max-Cap Index R
14.81%
31.76%
12.41%
0.33%
10.94%
20.82%
-5.29%
29.72%
17.12%
27.41%
-11.59%
iShares Russell 1000 Large-Cap Idx K
16.37%
32.80%
13.17%
0.86%
11.92%
21.60%
-4.85%
31.28%
20.84%
26.37%
-11.58%
As of August 11, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
American Funds Washington Mutual R2
5.94%
3.08%
-2.87%
-0.49%
11.21%
10.66%
11.39%
7.55%
8.29%
9.35%
S&P 500 Total Return
9.29%
7.40%
-4.02%
-3.98%
14.85%
13.50%
13.79%
9.55%
10.13%
10.14%
American Funds Fundamental Invs R2
9.11%
5.56%
-6.83%
-8.94%
10.56%
9.24%
11.35%
7.56%
9.40%
11.47%
TIAA-CREF Equity Index R
9.92%
8.41%
-4.45%
-6.35%
13.98%
12.71%
13.19%
9.14%
9.99%
6.96%
Federated Hermes Max-Cap Index R
9.14%
6.96%
-4.75%
-5.12%
13.54%
12.26%
12.67%
8.50%
9.06%
9.18%
iShares Russell 1000 Large-Cap Idx K
9.69%
8.02%
-4.51%
-5.78%
14.51%
13.25%
13.60%
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12.61%
As of August 11, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of July 31, 2022