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USD
American Funds Washington Mutual F-2 (WMFFX)
68.51
-0.40
(-0.58%)
At close: 8:04:19 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 11.19% |
|---|---|
| 5y Average Return | 11.94% |
| Number of Years Up | 15 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Oct 29, 2026) | 32.19% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 32.19% |
| Worst 3Y Total Return | 8.19% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WMFFX
Category
- YTD
- 6.22%
- 4.44%
- 1-Month
- -3.40%
- -4.04%
- 3-Month
- -1.10%
- 4.09%
- 1-Year
- 8.65%
- 14.37%
- 3-Year
- 18.29%
- 6.04%
- 5-Year
- 12.38%
- 9.20%
- 10-Year
- 13.23%
- 8.57%
- Last Bull Market
- 21.67%
- 22.97%
- Last Bear Market
- -11.21%
- -11.27%
Annual Total Return (%) History
Year
WMFFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-3.13% | 10.88% | -1.10% | -- |
|
2025
|
0.34% | 8.72% | 5.20% | 2.28% |
|
2024
|
9.17% | 2.03% | 6.94% | 0.10% |
|
2023
|
1.14% | 6.55% | -2.11% | 11.35% |
|
2022
|
-1.92% | -11.21% | -6.02% | 12.06% |
|
2021
|
8.60% | 6.36% | -0.40% | 11.93% |
|
2020
|
-21.49% | 16.51% | 5.88% | 11.45% |
|
2019
|
10.39% | 4.10% | 1.69% | 7.63% |
|
2018
|
-1.34% | 2.68% | 5.83% | -9.26% |
|
2017
|
4.38% | 2.53% | 5.64% | 6.49% |
Rank in Category (By Total Return)
| YTD | 87 |
| 1-Month | 39 |
|---|---|
| 3-Month | 78 |
| 1-Year | 85 |
| 3-Year | 39 |
| 5-Year | 25 |
Load Adjusted Returns
| 1-Year | 8.65% |
| 3-Year | 18.29% |
|---|---|
| 5-Year | 12.38% |
| 10-Year | 13.23% |
Performance & Risk
| YTD Return | 11.19% |
| 5y Average Return | 11.94% |
| Rank in Category (ytd) | 87 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.74 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Value |
| Fund Family | Capital Group |
| Net Assets | 210.19B |
| YTD Return | 6.22% |
| Yield | 1.41% |
| Morningstar Rating | |
| Inception Date | Oct 30, 2020 |
Fund Summary
The fund invests primarily in common stocks of established companies that are listed on, or meet the financial listing requirements of, the New York Stock Exchange and have a strong record of earnings and dividends. Its advisor strives to maintain a fully invested, diversified portfolio, consisting primarily of high-quality common stocks.
