C000126059 Performance — Managed Risk Washington Mutual Investors Fund, Class P2
Data updated: 2026-08-27
C000126059 returned +4.94% year to date and +11.23% over one year to Jun 2026. Annualised returns are +12.03% over 3 years and +7.23% over 5 years. The fund trailed its US Large Blend category average: $100 invested three years ago grew to $141, against $157 for the category, and to $111 over one year, against $118. Volatility over the past three years was 8.84% a year. In the 12 months to Jun 2026 the fund lost a net $41.9M, and assets reached $304.15M.
C000126059 Growth of $100
What $100 invested in Managed Risk Washington Mutual Investors Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Blend category average over the same months.
| Period | C000126059 | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $111 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $141 | $157 |
| 5 years (Jul 2021 – Jun 2026) | $142 | $161 |
| Since data start (Jul 2019 – Jun 2026) | $163 | $229 |
C000126059 Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +4.94% |
| 1 year | +11.23% |
| 3 years (annualised) | +12.03% |
| 5 years (annualised) | +7.23% |
C000126059 Annual Returns
Calendar-year total returns of Managed Risk Washington Mutual Investors Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +4.94% |
| 2025 | +10.66% |
| 2024 | +13.99% |
| 2023 | +9.72% |
| 2022 | −9.16% |
| 2021 | +17.11% |
| 2020 | −1.25% |
| 2019 (Jul–Dec) | +6.91% |
C000126059 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 | +1.5% | +1.0% | −5.2% | +5.2% | +1.5% | +1.1% | — | — | — | — | — | — |
| 2025 | +2.9% | +0.2% | −2.7% | −2.1% | +2.6% | +3.6% | +0.7% | +2.0% | +1.7% | +0.2% | +1.9% | −0.6% |
| 2024 | +0.8% | +3.7% | +2.9% | −3.7% | +2.9% | +2.3% | +2.7% | +1.1% | +1.2% | −1.4% | +3.4% | −2.4% |
| 2023 | +0.8% | −2.6% | +0.6% | +1.6% | −1.1% | +3.9% | +2.5% | −1.5% | −3.4% | −1.0% | +5.5% | +4.3% |
| 2022 | −4.0% | −0.4% | +0.4% | −3.6% | +1.3% | −3.5% | +0.7% | −2.1% | −3.5% | +3.7% | +3.5% | −1.6% |
| 2021 | −0.3% | +2.8% | +2.9% | +2.5% | +1.2% | −0.3% | +1.2% | +1.6% | −3.4% | +4.8% | −1.2% | +4.4% |
| 2020 | −1.9% | −5.7% | −6.1% | +3.8% | +2.1% | −0.6% | +0.6% | +3.5% | −2.8% | −2.4% | +6.6% | +2.5% |
| 2019 | — | — | — | — | — | — | +0.1% | −1.3% | +0.8% | +1.3% | +3.2% | +2.8% |
C000126059 Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 8.84%
- 3-year Sharpe ratio: 0.85 (vs 4.5% risk-free rate)
- Best month: +5.48% (Nov 2023)
- Worst month: −5.23% (Mar 2026)
C000126059 Fund Flows
Monthly money in and out of Managed Risk Washington Mutual Investors Fund, from SEC Form N-PORT.
- 12-month net flow: −$41.9M
- 12-month gross sales (incl. reinvestments): $10.6M
- Sales ÷ redemptions: 0.20×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $4.4M | $5.8M | −$1.4M |
| May 2026 | $262K | $4.2M | −$4.0M |
| Apr 2026 | $34K | $3.0M | −$3.0M |
| Mar 2026 | $62K | $3.2M | −$3.2M |
| Feb 2026 | $133K | $6.4M | −$6.3M |
| Jan 2026 | $353K | $4.9M | −$4.5M |
| Dec 2025 | $3.3M | $3.4M | −$98K |
| Nov 2025 | $224K | $5.2M | −$5.0M |
| Oct 2025 | $671K | $4.5M | −$3.8M |
| Sep 2025 | $630K | $5.2M | −$4.5M |
| Aug 2025 | $318K | $3.6M | −$3.2M |
| Jul 2025 | $302K | $3.1M | −$2.8M |
C000126059 Assets Under Management
Net assets of Managed Risk Washington Mutual Investors Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $304.15M |
| 2026-03-31 | $293.74M |
| 2025-12-31 | $315.96M |
| 2025-09-30 | $321.36M |
| 2025-06-30 | $318.23M |
| 2025-03-31 | $314.14M |
| 2024-12-31 | $322.27M |
| 2024-09-30 | $333.33M |
| 2024-06-30 | $329.38M |
| 2024-03-31 | $336.15M |
| 2023-12-31 | $324.30M |
| 2023-09-30 | $305.35M |
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.