TMWMX Performance — Washington Mutual Investors Fund, Class 529-T
Data updated: 2026-09-28
TMWMX returned +5.87% year to date and +18.91% over one year to May 2026. Annualised returns are +19.32% over 3 years and +12.15% 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 $170, against $165 for the category, and to $119 over one year, against $124. Volatility over the past three years was 10.87% a year. In the 12 months to Jul 2026 the fund took in a net $5.6B, and assets reached $218.03B.
TMWMX 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 | TMWMX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $119 | $124 |
| 3 years (Jun 2023 – May 2026) | $170 | $165 |
| 5 years (Jun 2021 – May 2026) | $177 | $163 |
| Since data start (Aug 2019 – May 2026) | $241 | $218 |
TMWMX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +5.87% |
| 1 year | +18.91% |
| 3 years (annualised) | +19.32% |
| 5 years (annualised) | +12.15% |
TMWMX 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–May) | +5.87% |
| 2025 | +17.38% |
| 2024 | +19.21% |
| 2023 | +17.49% |
| 2022 | −8.28% |
| 2021 | +28.71% |
| 2020 | +7.93% |
| 2019 (Aug–Dec) | +8.47% |
TMWMX 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% | +1.9% | — | — | — | — | — | — | — |
| 2025 | +4.0% | +0.1% | −3.6% | −1.1% | +5.3% | +4.4% | +1.0% | +2.2% | +1.9% | +0.2% | +2.6% | −0.5% |
| 2024 | +1.0% | +4.5% | +3.4% | −3.8% | +3.2% | +2.7% | +2.9% | +2.5% | +1.5% | −1.2% | +3.9% | −2.5% |
| 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 | −3.9% | −1.3% | +3.5% | −6.0% | +2.1% | −7.4% | +5.0% | −3.0% | −7.8% | +9.4% | +6.3% | −3.7% |
| 2021 | −0.9% | +3.9% | +5.5% | +3.9% | +2.7% | −0.3% | +1.4% | +2.1% | −3.8% | +6.8% | −1.7% | +6.7% |
| 2020 | −1.3% | −8.7% | −12.9% | +11.7% | +4.4% | 0.0% | +3.3% | +4.6% | −2.0% | −3.0% | +11.2% | +3.3% |
| 2019 | — | — | — | — | — | — | — | −0.9% | +1.7% | +1.5% | +3.4% | +2.6% |
TMWMX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 10.87%
- 3-year Sharpe ratio: 1.36 (vs 4.5% risk-free rate)
- Best month: +7.65% (Nov 2023)
- Worst month: −5.85% (Mar 2026)
TMWMX 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 |
TMWMX 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.