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Nasdaq - Delayed Quote USD

American Funds Washington Mutual 529E (CWMEX)

61.17
+0.27
+(0.44%)
At close: 8:00:27 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.24%
5y Average Return 17.38%
Number of Years Up 18
Number of Years Down 4
Best 1Y Total Return (Mar 31, 2025) 31.45%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 31.45%
Worst 3Y Total Return 7.63%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CWMEX
Category
YTD
4.03%
5.31%
1-Month
0.09%
-4.19%
3-Month
1.33%
3.90%
1-Year
17.04%
20.31%
3-Year
11.62%
6.48%
5-Year
15.02%
11.78%
10-Year
11.25%
10.96%
Last Bull Market
16.18%
25.56%
Last Bear Market
-11.31%
-15.11%

Annual Total Return (%) History

Year
CWMEX
Category
2024
18.67%
--
2023
16.88%
22.32%
2022
-8.71%
-16.96%
2021
28.15%
26.07%
2020
7.44%
15.83%
2019
25.20%
28.78%
2018
-3.26%
-6.27%
2017
19.81%
20.44%

2016
13.03%
10.37%
2015
-0.49%
-1.07%
2014
10.84%
10.96%
2013
31.45%
31.50%
2012
12.11%
14.96%
2011
6.67%
-1.27%
2010
12.95%
14.01%
2009
18.58%
28.17%
2008
-33.34%
-37.79%
2007
3.57%
6.16%
2006
17.59%
14.17%
2005
3.13%
5.88%
2004
9.47%
10.02%
2003
25.27%
27.05%
2002
--
-22.25%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.06% 1.89% 6.82% -0.03%
2023 1.02% 6.41% -2.22% 11.19%
2022 -2.04% -11.31% -6.12% 11.93%
2021 8.47% 6.22% -0.53% 11.81%
2020 -21.58% 16.38% 5.75% 11.32%
2019 10.29% 3.96% 1.56% 7.52%
2018 -1.48% 2.54% 5.69% -9.39%
2017 4.25% 2.38% 5.52% 6.37%
2016 1.70% 3.41% 1.83% 5.54%
2015 0.14% -1.27% -6.14% 7.23%

2014 1.81% 4.47% 0.85% 3.34%
2013 9.50% 4.60% 4.60% 9.71%
2012 7.62% -0.62% 4.53% 0.28%
2011 6.19% 1.62% -11.39% 11.56%
2010 3.83% -10.38% 11.95% 8.42%
2009 -13.27% 12.82% 12.82% 7.42%
2008 -8.06% -4.68% -4.60% -20.27%
2007 0.83% 6.64% 1.69% -5.27%
2006 4.33% 0.57% 5.48% 6.25%
2005 -1.57% 1.28% 1.87% 1.54%
2004 1.53% 1.26% 0.16% 6.30%
2003 -5.00% 15.83% 1.13% 12.58%
2002 -7.48% -17.99% 7.92% --

Rank in Category (By Total Return)

YTD 10
1-Month 11
3-Month 3
1-Year 41
3-Year 44
5-Year 62

Load Adjusted Returns

1-Year 17.04%
3-Year 11.62%
5-Year 15.02%
10-Year 11.25%

Performance & Risk

YTD Return 0.24%
5y Average Return 17.38%
Rank in Category (ytd) 10
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family American Funds
Net Assets 195.59B
YTD Return 4.03%
Yield 1.01%
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.

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