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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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.45% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 18 |
| Number of Years Down | 4 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CWMEX | Category Average | CWMEX | Category Average | CWMEX | Category Average | |
| Alpha | 0.48 | -0.01 | 0.17 | -0.01 | -0.26 | -0.01 |
| BETA | 0.8 | 0.01 | 0.86 | 0.01 | 0.87 | 0.01 |
| Mean Annual Return | 1 | 0.01 | 1.28 | 0.01 | 0.97 | 0.01 |
| R-squared | 91.96 | 0.94 | 92.21 | 0.95 | 93.46 | 0.95 |
| Standard Deviation | 14.19 | 0.17 | 15.8 | 0.19 | 13.7 | 0.15 |
| Sharpe Ratio | 0.54 | 0 | 0.8 | 0.01 | 0.71 | 0.01 |
| Treynor Ratio | 8.86 | 0.03 | 14.36 | 0.1 | 10.73 | 0.1 |
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