C000023924 Performance — Washington Mutual Investors Fund, Class 1
Data updated: 2026-08-27
C000023924 returned +7.47% year to date and +15.66% over one year to Jun 2026. Annualised returns are +18.03% over 3 years and +12.60% over 5 years. Against its US Large Value category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $164, against $158 for the category, and to $116 over one year, against $121. Volatility over the past three years was 10.66% a year. In the 12 months to Jun 2026 the fund took in a net $199.4M, and assets reached $12.36B.
C000023924 Growth of $100
What $100 invested in Washington Mutual Investors Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Value category average over the same months.
| Period | C000023924 | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $116 | $121 |
| 3 years (Jul 2023 – Jun 2026) | $164 | $158 |
| 5 years (Jul 2021 – Jun 2026) | $181 | $165 |
| Since data start (Jul 2019 – Jun 2026) | $249 | $223 |
C000023924 Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +7.47% |
| 1 year | +15.66% |
| 3 years (annualised) | +18.03% |
| 5 years (annualised) | +12.60% |
C000023924 Annual Returns
Calendar-year total returns of Washington Mutual Investors Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +7.47% |
| 2025 | +17.50% |
| 2024 | +19.40% |
| 2023 | +17.65% |
| 2022 | −8.28% |
| 2021 | +28.11% |
| 2020 | +9.04% |
| 2019 (Jul–Dec) | +9.47% |
C000023924 Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.8% | +1.1% | −5.8% | +7.2% | +2.0% | +1.4% | — | — | — | — | — | — |
| 2025 | +4.0% | +0.2% | −3.6% | −1.1% | +5.3% | +4.4% | +1.0% | +2.2% | +1.9% | +0.3% | +2.5% | −0.5% |
| 2024 | +1.0% | +4.6% | +3.5% | −3.9% | +3.3% | +2.7% | +2.9% | +2.5% | +1.5% | −1.2% | +4.0% | −2.6% |
| 2023 | +2.8% | −3.4% | +1.8% | +2.0% | −0.7% | +5.2% | +3.1% | −1.5% | −3.6% | −1.3% | +7.7% | +4.8% |
| 2022 | −4.0% | −1.3% | +3.4% | −6.0% | +2.0% | −7.4% | +5.0% | −3.0% | −7.8% | +9.4% | +6.3% | −3.7% |
| 2021 | −0.3% | +4.9% | +5.2% | +3.3% | +1.6% | −0.3% | +1.3% | +2.0% | −3.8% | +6.7% | −1.7% | +6.7% |
| 2020 | −2.7% | −8.2% | −14.3% | +13.5% | +4.8% | +0.7% | +2.8% | +5.5% | −3.6% | −3.0% | +13.2% | +3.6% |
| 2019 | — | — | — | — | — | — | +0.3% | −1.7% | +1.4% | +1.7% | +4.1% | +3.4% |
C000023924 Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 10.66%
- 3-year Sharpe ratio: 1.27 (vs 4.5% risk-free rate)
- Best month: +7.66% (Nov 2023)
- Worst month: −5.83% (Mar 2026)
C000023924 Fund Flows
Monthly money in and out of Washington Mutual Investors Fund, from SEC Form N-PORT.
- 12-month net flow: $199.4M
- 12-month gross sales (incl. reinvestments): $1.8B
- Sales ÷ redemptions: 1.12×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $1.1B | $151.5M | $996.9M |
| May 2026 | $39.5M | $120.1M | −$80.6M |
| Apr 2026 | $48.6M | $123.8M | −$75.2M |
| Mar 2026 | $51.6M | $118.4M | −$66.9M |
| Feb 2026 | $35.7M | $117.1M | −$81.4M |
| Jan 2026 | $51.9M | $117.1M | −$65.1M |
| Dec 2025 | $185.4M | $142.2M | $43.2M |
| Nov 2025 | $45.1M | $229.9M | −$184.8M |
| Oct 2025 | $42.6M | $119.2M | −$76.5M |
| Sep 2025 | $53.6M | $109.3M | −$55.7M |
| Aug 2025 | $49.3M | $109.5M | −$60.2M |
| Jul 2025 | $46.1M | $140.5M | −$94.4M |
C000023924 Assets Under Management
Net assets of Washington Mutual Investors Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $12.36B |
| 2026-03-31 | $11.40B |
| 2025-12-31 | $11.98B |
| 2025-09-30 | $12.06B |
| 2025-06-30 | $11.68B |
| 2025-03-31 | $10.89B |
| 2024-12-31 | $11.07B |
| 2024-09-30 | $11.32B |
| 2024-06-30 | $10.87B |
| 2024-03-31 | $10.94B |
| 2023-12-31 | $10.29B |
| 2023-09-30 | $9.47B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.