RWMAX Performance — Washington Mutual Investors Fund, Class R-1
Data updated: 2026-09-28
RWMAX returned +8.49% year to date and +15.12% over one year to Jul 2026. Annualised returns are +16.16% over 3 years and +11.50% 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 $157, against $156 for the category, and to $115 over one year, against $122. Volatility over the past three years was 10.58% a year. In the 12 months to Jul 2026 the fund took in a net $5.6B, and assets reached $218.03B.
RWMAX 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 | RWMAX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $115 | $122 |
| 3 years (Aug 2023 – Jul 2026) | $157 | $156 |
| 5 years (Aug 2021 – Jul 2026) | $172 | $168 |
| Since data start (Aug 2019 – Jul 2026) | $232 | $226 |
RWMAX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +8.49% |
| 1 year | +15.12% |
| 3 years (annualised) | +16.16% |
| 5 years (annualised) | +11.50% |
RWMAX 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–Jul) | +8.49% |
| 2025 | +16.23% |
| 2024 | +18.07% |
| 2023 | +16.34% |
| 2022 | −9.16% |
| 2021 | +27.50% |
| 2020 | +6.90% |
| 2019 (Aug–Dec) | +8.01% |
RWMAX 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 | +1.7% | +1.0% | −5.9% | +7.1% | +1.8% | +1.4% | +1.5% | — | — | — | — | — |
| 2025 | +3.9% | 0.0% | −3.7% | −1.2% | +5.2% | +4.3% | +0.9% | +2.1% | +1.8% | +0.2% | +2.5% | −0.6% |
| 2024 | +0.9% | +4.5% | +3.4% | −3.9% | +3.1% | +2.7% | +2.8% | +2.4% | +1.4% | −1.3% | +3.8% | −2.6% |
| 2023 | +2.7% | −3.5% | +1.8% | +1.9% | −0.8% | +5.1% | +3.0% | −1.6% | −3.7% | −1.3% | +7.5% | +4.7% |
| 2022 | −4.0% | −1.4% | +3.4% | −6.1% | +2.0% | −7.5% | +4.9% | −3.0% | −7.9% | +9.3% | +6.2% | −3.7% |
| 2021 | −1.0% | +3.9% | +5.4% | +3.8% | +2.6% | −0.4% | +1.3% | +2.1% | −3.9% | +6.7% | −1.8% | +6.6% |
| 2020 | −1.3% | −8.8% | −13.0% | +11.6% | +4.2% | −0.1% | +3.2% | +4.5% | −2.1% | −3.1% | +11.1% | +3.3% |
| 2019 | — | — | — | — | — | — | — | −1.0% | +1.6% | +1.4% | +3.3% | +2.5% |
RWMAX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 10.58%
- 3-year Sharpe ratio: 1.10 (vs 4.5% risk-free rate)
- Best month: +7.55% (Nov 2023)
- Worst month: −5.93% (Mar 2026)
RWMAX Fund Flows
Monthly money in and out of Washington Mutual Investors Fund, from SEC Form N-PORT.
- 12-month net flow: $5.6B
- 12-month gross sales (incl. reinvestments): $43.7B
- Sales ÷ redemptions: 1.15×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $3.7B | $8.3B | −$4.6B |
| Jun 2026 | $10.2B | $3.4B | $6.8B |
| May 2026 | $1.7B | $2.3B | −$557.0M |
| Apr 2026 | $4.1B | $3.5B | $628.3M |
| Mar 2026 | $2.2B | $2.4B | −$196.8M |
| Feb 2026 | $1.5B | $2.1B | −$512.0M |
| Jan 2026 | $1.8B | $2.7B | −$854.7M |
| Dec 2025 | $11.5B | $4.0B | $7.5B |
| Nov 2025 | $1.3B | $2.0B | −$734.4M |
| Oct 2025 | $1.6B | $2.4B | −$768.1M |
| Sep 2025 | $2.4B | $2.2B | $250.3M |
| Aug 2025 | $1.5B | $2.8B | −$1.3B |
RWMAX Assets Under Management
Net assets of Washington Mutual Investors Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $218.03B |
| 2026-04-30 | $214.63B |
| 2026-01-31 | $211.10B |
| 2025-10-31 | $207.33B |
| 2025-07-31 | $201.05B |
| 2025-04-30 | $183.89B |
| 2025-01-31 | $196.00B |
| 2024-10-31 | $189.24B |
| 2024-07-31 | $186.25B |
| 2024-04-30 | $173.96B |
| 2024-01-31 | $169.03B |
| 2023-10-31 | $150.52B |
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.