WSHFX - American Funds Washington Mutual Investors Fund

Nasdaq - Nasdaq 延遲價格。貨幣為 USD。

表現總覽

晨星回報評級無1
年初至今回報率4.44%
5 年平均回報率9.23%
上升年數16
下跌年數5
1 年最佳總回報率 (2023年6月5日)31.81%
1 年最差總回報 (2023年6月5日)無
3 年最佳總回報率31.81%
3 年最差總回報-3.39%

歷史回報 (%) 對基準

回報WSHFX類別
今年以來4.44%14.84%
1 個月2.20%1.65%
3 個月3.24%7.55%
1 年2.29%40.47%
3 年11.26%16.77%
5 年9.23%16.15%
10 年10.74%13.21%
上一個牛市37.14%24.09%
上一個熊市-11.27%-17.61%

年度總回報 (%) 紀錄

年份
WSHFX類別
2023
無無
2022
-8.51%無
2021
28.41%無
2020
7.66%15.83%
2019
25.49%28.78%
2018
-3.02%-6.27%
2017
20.07%20.44%
2016
13.31%10.37%
2015
-0.22%-1.07%
2014
11.13%10.96%
2013
31.81%31.50%
2012
12.46%14.96%
2011
6.99%-1.27%
2010
13.31%14.01%
2009
18.99%28.17%
2008
-33.12%-37.79%
2007
3.95%6.16%
2006
17.99%14.17%
2005
3.50%5.88%
2004
9.85%10.02%
2003
25.72%27.05%
2002
-14.90%-22.25%
2001
無-13.50%

過去季度回報率 (%)

年份第 1 季第 2 季第 3 季第 4 季
20231.08%無無無
2022-1.97%-11.27%-6.08%11.99%
20218.52%6.28%-0.47%11.86%
2020-21.54%16.43%5.83%11.37%
201910.35%4.03%1.61%7.59%
2018-1.40%2.59%5.75%-9.34%
20174.32%2.45%5.56%6.43%
20161.78%3.46%1.89%5.61%
20150.23%-1.20%-6.07%7.27%
20141.87%4.55%0.93%3.38%
20139.61%4.67%4.68%9.75%
20127.72%-0.54%4.60%0.35%
20116.30%1.67%-11.29%11.61%
20103.90%-10.28%12.01%8.53%
2009-13.21%12.95%12.93%7.49%
2008-8.00%-4.61%-4.50%-20.20%
20070.91%6.75%1.77%-5.17%
20064.41%0.66%5.56%6.36%
2005-1.45%1.36%1.96%1.62%
20041.62%1.33%0.28%6.38%
2003-4.93%15.90%1.25%12.69%
20023.63%-7.42%-17.90%8.03%
20014.11%-7.49%6.87%無

類別排名 (按總回報率)

今年以來82
1 個月66
3 個月59
1 年74
3 年43
5 年62

費用調整後回報率

1 年-0.39%
3 年12.29%
5 年9.29%
10 年10.50%