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RWMGX · American Funds Washington Mutual Investors Fund Class R-6

Over the last 15 years (2011-09 to 2026-10), $10,000 invested in RWMGX with dividends reinvested grew to $50,140, 11.22% a year, with a worst peak-to-trough fall of -21.47%. Past performance doesn't predict future results.

Growth of $10,000 · 2011-09 to 2026-10 · dividends reinvested

CAGR (annualized return)
11.22%
Volatility (annualized)
12.75%
Worst drawdown
-21.47%
Sharpe ratio
0.77

How RWMGX held up in past market crashes

RWMGX has been through 3 of the market crashes since 2000 in our data. Its deepest price fall was 35.0% in the 2020 COVID crash, when the S&P 500 fell 34.1%. It took 8 months from the bottom to get back to its high. No fund is safe from losses; past falls do not predict future ones.

Deepest price fall and recovery time of RWMGX in each market crash, next to the S&P 500
CrashRWMGX deepest fallS&P 500 (SPY)Peak to bottomBack to peak
2018 fourth-quarter selloff-18.2%-20.2%Sep 2018 to Dec 201810 months
2020 COVID crash-35.0%-34.1%Feb 2020 to Mar 20208 months
2022 bear market-22.0%-25.4%Jan 2022 to Sep 202217 months

Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.

About RWMGX

The American Funds Washington Mutual Investors Fund Class R-6 is a mutual fund designed to produce income and offer potential growth of principal through a disciplined approach to common stock investing. Focused primarily on large-cap equities, the fund targets established companies with a history of strong earnings and consistent dividend payments. Its portfolio is broadly diversified across sectors such as information technology, financials, health care, and consumer staples, reflecting a core blend style within the large-cap category. With over 180 holdings, the fund maintains significant exposure to industry leaders like Broadcom, Microsoft, and Apple, while keeping concentration in its top ten positions relatively low compared to category peers. The fund’s investment strategy closely tracks the S&P 500, resulting in a high correlation to the index and providing investors with a benchmark-aware, actively managed equity solution. It employs a cost-efficient structure, featuring a low expense ratio and no sales charge for Class R-6 shares, making it a popular option for retirement plans and institutional investors. This fund plays a significant role in diversified portfolios seeking balanced growth and income through established U.S. equities.

Put RWMGX to the test

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Educational use only, not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.