Washington Mutual Investors Fund Ten Year Return
WSHCX Fund | USD 60.99 0.56 0.93% |
Washington Mutual Investors fundamentals help investors to digest information that contributes to Washington Mutual's financial success or failures. It also enables traders to predict the movement of Washington Mutual Fund. The fundamental analysis module provides a way to measure Washington Mutual's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Washington Mutual mutual fund.
Washington |
Washington Ten Year Return Analysis
Washington Mutual's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Washington Mutual Ten Year Return | 11.20 % |
Most of Washington Mutual's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Washington Mutual Investors is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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Washington Mutual Ten Year Return Component Assessment
Based on the latest financial disclosure, Washington Mutual Investors has a Ten Year Return of 11.2%. This is much higher than that of the American Funds family and significantly higher than that of the Large Blend category. The ten year return for all United States funds is notably lower than that of the firm.
Washington Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Washington Mutual's direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Washington Mutual could also be used in its relative valuation, which is a method of valuing Washington Mutual by comparing valuation metrics of similar companies.Washington Mutual is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Washington Mutual
The fund consists of 95.12% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Washington Mutual's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Washington Fundamentals
Price To Earning | 3.35 X | ||||
Price To Book | 3.08 X | ||||
Price To Sales | 1.85 X | ||||
Total Asset | 1.34 B | ||||
Annual Yield | 0.01 % | ||||
Year To Date Return | 7.91 % | ||||
One Year Return | 28.22 % | ||||
Three Year Return | 10.64 % | ||||
Five Year Return | 12.24 % | ||||
Ten Year Return | 11.20 % | ||||
Net Asset | 159.11 B | ||||
Last Dividend Paid | 0.1 | ||||
Cash Position Weight | 4.63 % | ||||
Equity Positions Weight | 95.12 % |
About Washington Mutual Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Washington Mutual Investors's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Washington Mutual using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Washington Mutual Investors based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests primarily in common stocks of established companies that are listed on, or meet the financial listing requirements of, the New York Stock Exchange and have a strong record of earnings and dividends. Its advisor strives to maintain a fully invested, diversified portfolio, consisting primarily of high-quality common stocks.
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Check out Washington Mutual Piotroski F Score and Washington Mutual Altman Z Score analysis. Note that the Washington Mutual information on this page should be used as a complementary analysis to other Washington Mutual's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
Complementary Tools for Washington Mutual Fund analysis
When running Washington Mutual's price analysis, check to measure Washington Mutual's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Washington Mutual is operating at the current time. Most of Washington Mutual's value examination focuses on studying past and present price action to predict the probability of Washington Mutual's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Washington Mutual's price. Additionally, you may evaluate how the addition of Washington Mutual to your portfolios can decrease your overall portfolio volatility.
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