C000121510 Performance — Washington Mutual Investors Fund, Class 4
Data updated: 2026-08-27
C000121510 returned +7.19% year to date and +15.07% over one year to Jun 2026. Annualised returns are +17.44% over 3 years and +12.04% 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 $162, against $158 for the category, and to $115 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.
C000121510 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 | C000121510 | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $115 | $121 |
| 3 years (Jul 2023 – Jun 2026) | $162 | $158 |
| 5 years (Jul 2021 – Jun 2026) | $177 | $165 |
| Since data start (Jul 2019 – Jun 2026) | $240 | $223 |
C000121510 Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +7.19% |
| 1 year | +15.07% |
| 3 years (annualised) | +17.44% |
| 5 years (annualised) | +12.04% |
C000121510 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) | +7.19% |
| 2025 | +16.90% |
| 2024 | +18.85% |
| 2023 | +16.97% |
| 2022 | −8.69% |
| 2021 | +27.51% |
| 2020 | +8.47% |
| 2019 (Jul–Dec) | +9.21% |
C000121510 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% | −5.9% | +7.2% | +1.9% | +1.4% | — | — | — | — | — | — |
| 2025 | +3.9% | +0.1% | −3.6% | −1.1% | +5.2% | +4.4% | +0.9% | +2.2% | +1.9% | +0.2% | +2.5% | −0.5% |
| 2024 | +0.9% | +4.5% | +3.4% | −3.8% | +3.2% | +2.7% | +2.8% | +2.4% | +1.5% | −1.2% | +3.9% | −2.6% |
| 2023 | +2.7% | −3.4% | +1.8% | +2.0% | −0.8% | +5.2% | +3.1% | −1.6% | −3.6% | −1.3% | +7.7% | +4.7% |
| 2022 | −4.0% | −1.4% | +3.5% | −6.1% | +2.0% | −7.4% | +5.0% | −3.0% | −7.8% | +9.3% | +6.3% | −3.6% |
| 2021 | −0.3% | +4.9% | +5.1% | +3.3% | +1.6% | −0.4% | +1.2% | +2.0% | −3.9% | +6.7% | −1.8% | +6.7% |
| 2020 | −2.7% | −8.3% | −14.3% | +13.6% | +4.7% | +0.7% | +2.8% | +5.4% | −3.7% | −3.0% | +13.3% | +3.4% |
| 2019 | — | — | — | — | — | — | +0.2% | −1.7% | +1.4% | +1.6% | +4.1% | +3.4% |
C000121510 Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 10.66%
- 3-year Sharpe ratio: 1.21 (vs 4.5% risk-free rate)
- Best month: +7.68% (Nov 2023)
- Worst month: −5.93% (Mar 2026)
C000121510 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 |
C000121510 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.