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American Funds Washington Mutual 529C (CWMCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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59.83+0.03 (+0.05%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.85%
5-year average return11.68%
Number of years up17
Number of years down4
Best 1-yr total return (27 Jun 2024)30.77%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return30.77%
Worst 3-yr total return7.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCWMCXCategory
YTD7.96%5.31%
1-month3.14%-4.19%
3-month2.45%3.90%
1-year23.09%20.31%
3-year8.01%6.48%
5-year12.43%11.78%
10-year10.06%10.96%
Last bull market22.61%25.56%
Last bear market-11.43%-15.11%

Annual total return (%) history

Year
CWMCXCategory
2024
N/AN/A
2023
16.28%22.32%
2022
-9.19%-16.96%
2021
27.49%26.07%
2020
6.89%15.83%
2019
24.58%28.78%
2018
-3.73%-6.27%
2017
19.19%20.44%
2016
12.43%10.37%
2015
-1.02%-1.07%
2014
10.26%10.96%
2013
30.77%31.50%
2012
11.51%14.96%
2011
6.11%-1.27%
2010
12.36%14.01%
2009
18.01%28.17%
2008
-33.68%-37.79%
2007
3.06%6.16%
2006
16.97%14.17%
2005
2.62%5.88%
2004
8.88%10.02%
2003
24.63%27.05%
2002
N/A-22.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.92%N/AN/AN/A
20230.88%6.28%-2.36%11.07%
2022-2.15%-11.43%-6.26%11.79%
20218.34%6.08%-0.64%11.64%
2020-21.68%16.22%5.62%11.17%
201910.13%3.86%1.43%7.39%
2018-1.59%2.41%5.56%-9.50%
20174.13%2.27%5.37%6.22%
20161.60%3.26%1.69%5.39%
20150.02%-1.40%-6.25%7.06%
20141.68%4.31%0.74%3.19%
20139.41%4.43%4.47%9.55%
20127.49%-0.75%4.37%0.15%
20116.06%1.49%-11.50%11.38%
20103.67%-10.47%11.78%8.30%
2009-13.39%12.69%12.69%7.29%
2008-8.19%-4.81%-4.69%-20.39%
20070.71%6.51%1.56%-5.40%
20064.18%0.47%5.32%6.12%
2005-1.66%1.16%1.75%1.38%
20041.40%1.14%0.04%6.13%
2003-5.13%15.65%1.04%12.42%
2002-7.56%-18.11%7.79%N/A

Rank in category (by total return)

YTD75
1-month80
3-month72
1-year75
3-year52
5-year81

Load adjusted returns

1-year22.09%
3-year8.01%
5-year12.43%
10-year10.06%