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Nasdaq - Delayed Quote USD

American Funds Washington Mutual F3 (FWMIX)

61.87
+0.27
+(0.44%)
At close: 8:01:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.38%
5y Average Return 18.07%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Mar 31, 2025) 28.91%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 28.91%
Worst 3Y Total Return 8.55%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FWMIX
Category
YTD
4.13%
5.31%
1-Month
0.14%
-4.19%
3-Month
1.48%
3.90%
1-Year
17.72%
20.31%
3-Year
12.27%
6.48%
5-Year
15.69%
11.78%
10-Year
11.86%
10.96%
Last Bull Market
16.57%
25.56%
Last Bear Market
-11.19%
-15.11%

Annual Total Return (%) History

Year
FWMIX
Category
2024
19.34%
--
2023
17.59%
22.32%
2022
-8.19%
-16.96%
2021
28.91%
26.07%
2020
8.06%
15.83%
2019
25.92%
28.78%
2018
-2.65%
-6.27%
2017
--
20.44%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.19% 2.05% 6.97% 0.12%
2023 1.17% 6.58% -2.09% 11.39%
2022 -1.89% -11.19% -6.01% 12.11%
2021 8.63% 6.38% -0.37% 11.97%
2020 -21.47% 16.56% 5.90% 11.47%
2019 10.41% 4.13% 1.72% 7.68%
2018 -1.33% 2.69% 5.85% -9.24%
2017 2.54% 5.66% 6.53% --

Rank in Category (By Total Return)

YTD 8
1-Month 10
3-Month 3
1-Year 31
3-Year 28
5-Year 54

Load Adjusted Returns

1-Year 17.72%
3-Year 12.27%
5-Year 15.69%
10-Year 11.86%

Performance & Risk

YTD Return 0.38%
5y Average Return 18.07%
Rank in Category (ytd) 8
% 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 4.13%
Yield 1.52%
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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