RWMBX
American Funds Washington Mutual-R2
$59.64
-0.13 (-0.22%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 183660.782M |
| 52 Week High | 59.77 |
| 52 Week Low | 46.64 |
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Key Data
| Symbol | RWMBX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 59.64 |
| Price Yesterday | 59.77 |
| Market Cap | 183,660.78 |
| YTD Return | 11.74% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0075 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0137 |
Overview
| 52 Week High | 59.77 |
|---|---|
| 52 Week Low | 46.64 |
| Market Cap | 183,660.78M |
| Shares Outstanding | 3,079.49M |
| Income Dividend Yield | 0.64% |
| Long Term Dividend Yield | 6.91% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 7.54% |
Returns Annualized
| One Day | -42.26% |
|---|---|
| Five Days | 49.06% |
| One Months | 44.04% |
| Three Months | 16.90% |
| Six Months | 26.52% |
| Nine Months | 31.98% |
| One Year | 23.05% |
| Three Years | 9.08% |
| Five Years | 11.76% |
| Ten Years | 10.31% |
| YTD | 24.03% |
| Since Inception | 8.14% |
Returns Total
| One Day | -0.22% |
|---|---|
| Five Days | 0.79% |
| One Month | 2.94% |
| Three Months | 3.91% |
| Six Months | 12.26% |
| Nine Months | 22.84% |
| One Year | 23.02% |
| Three Years | 29.62% |
| Five Years | 74.09% |
| Ten Years | 166.06% |
| YTD | 11.74% |
| Since Inception | 460.90% |
Yearly Returns
| 2024 | 11.74% |
|---|---|
| 2023 | 16.31% |
| 2022 | -9.19% |
| 2021 | 27.50% |
| 2020 | 6.90% |
| 2019 | 24.54% |
| 2018 | -3.72% |
| 2017 | 19.22% |
| 2016 | 12.53% |
| 2015 | -0.92% |
Risk against SP-DA
| Alpha | -1.68% |
|---|---|
| Beta | 0.83 |
| Correlation | 95.60% |
| Downside Deviation | 2.20% |
| Coefficient of determination | 91.39% |
| Standard Deviation | 2.79% |
| Sharpe Ratio | -0.59 |
| Sortino | -2.57 |
| Treynor | 21.31 |
| Ulcer Index | 2.41 |
| Ulcer Performance Index | -2.35 |