CWMAX
American Funds Washington Mutual-529A
$60.73
-0.13 (-0.21%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 183678.491M |
| 52 Week High | 60.86 |
| 52 Week Low | 47.249 |
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Key Data
| Symbol | CWMAX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 60.73 |
| Price Yesterday | 60.86 |
| Market Cap | 183,678.49 |
| YTD Return | 12.18% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0023 |
| Front Load | 0.035 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0062 |
Overview
| 52 Week High | 60.86 |
|---|---|
| 52 Week Low | 47.25 |
| Market Cap | 183,678.49M |
| Shares Outstanding | 3,024.51M |
| Income Dividend Yield | 1.32% |
| Long Term Dividend Yield | 6.78% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 8.10% |
Returns Annualized
| One Day | -41.69% |
|---|---|
| Five Days | 50.49% |
| One Months | 45.22% |
| Three Months | 17.74% |
| Six Months | 27.48% |
| Nine Months | 32.95% |
| One Year | 23.97% |
| Three Years | 9.90% |
| Five Years | 12.60% |
| Ten Years | 11.12% |
| YTD | 24.99% |
| Since Inception | 8.55% |
Returns Total
| One Day | -0.21% |
|---|---|
| Five Days | 0.81% |
| One Month | 3.00% |
| Three Months | 4.09% |
| Six Months | 12.68% |
| Nine Months | 23.51% |
| One Year | 23.94% |
| Three Years | 32.56% |
| Five Years | 80.73% |
| Ten Years | 186.19% |
| YTD | 12.18% |
| Since Inception | 522.23% |
Yearly Returns
| 2024 | 12.18% |
|---|---|
| 2023 | 17.19% |
| 2022 | -8.51% |
| 2021 | 28.47% |
| 2020 | 7.67% |
| 2019 | 25.48% |
| 2018 | -3.00% |
| 2017 | 20.09% |
| 2016 | 13.31% |
| 2015 | -0.24% |
Risk against SP-DA
| Alpha | -0.84% |
|---|---|
| Beta | 0.83 |
| Correlation | 95.72% |
| Downside Deviation | 2.18% |
| Coefficient of determination | 91.63% |
| Standard Deviation | 2.80% |
| Sharpe Ratio | -0.49 |
| Sortino | -2.18 |
| Treynor | 22.33 |
| Ulcer Index | 2.36 |
| Ulcer Performance Index | -2.01 |