Washington Mutual Investors Fund Manager Performance Evaluation
| CWMFX Fund | USD 66.03 0.04 0.06% |
The entity maintains a market beta of 0.76, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Washington Mutual's returns are expected to increase less than the market. However, during the bear market, the loss of holding Washington Mutual is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Washington Mutual Investors are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Washington Mutual may actually be approaching a critical reversion point that can send shares even higher in February 2026.
...moreWashington |
Washington Mutual Relative Risk vs. Return Landscape
If you would invest 6,057 in Washington Mutual Investors on October 30, 2025 and sell it today you would earn a total of 546.00 from holding Washington Mutual Investors or generate 9.01% return on investment over 90 days. Washington Mutual Investors is currently producing 0.1483% returns and takes up 0.9483% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Washington, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Washington Mutual Current Valuation
Fairly Valued
Today
Please note that Washington Mutual's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Washington Mutual maintains a prevalent Real Value of $66.81 per share. The last-minute price of the fund is $66.03. We determine the value of Washington Mutual from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Washington Mutual is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Washington Mutual Fund. However, Washington Mutual's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 66.03 | Real 66.81 | Hype 66.03 | Naive 65.47 |
The intrinsic value of Washington Mutual's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Washington Mutual's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Washington Mutual Investors helps investors to forecast how Washington mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Washington Mutual more accurately as focusing exclusively on Washington Mutual's fundamentals will not take into account other important factors: Washington Mutual Target Price Odds to finish over Current Price
The tendency of Washington Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 66.03 | 90 days | 66.03 | about 8.17 |
Based on a normal probability distribution, the odds of Washington Mutual to move above the current price in 90 days from now is about 8.17 (This Washington Mutual Investors probability density function shows the probability of Washington Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Washington Mutual has a beta of 0.76 suggesting as returns on the market go up, Washington Mutual average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Washington Mutual Investors will be expected to be much smaller as well. Additionally Washington Mutual Investors has an alpha of 0.0775, implying that it can generate a 0.0775 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Washington Mutual Price Density |
| Price |
Predictive Modules for Washington Mutual
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Washington Mutual. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Washington Mutual Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Washington Mutual is not an exception. The market had few large corrections towards the Washington Mutual's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Washington Mutual Investors, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Washington Mutual within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.08 | |
β | Beta against Dow Jones | 0.76 | |
σ | Overall volatility | 2.44 | |
Ir | Information ratio | 0.07 |
Washington Mutual Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Washington Mutual for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Washington Mutual can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds 95.12% of its assets under management (AUM) in equities |
Washington Mutual Fundamentals Growth
Washington Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Washington Mutual, and Washington Mutual fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Washington Mutual Fund performance.
| Price To Earning | 3.38 X | ||||
| Price To Book | 3.08 X | ||||
| Price To Sales | 1.85 X | ||||
| Total Asset | 155.76 B | ||||
About Washington Mutual Performance
Evaluating Washington Mutual's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Washington Mutual has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Washington Mutual has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Washington Mutual performance evaluation
Checking the ongoing alerts about Washington Mutual for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Washington Mutual help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 95.12% of its assets under management (AUM) in equities |
- Analyzing Washington Mutual's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Washington Mutual's stock is overvalued or undervalued compared to its peers.
- Examining Washington Mutual's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Washington Mutual's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Washington Mutual's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Washington Mutual's mutual fund. These opinions can provide insight into Washington Mutual's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Washington Mutual Fund
Washington Mutual financial ratios help investors to determine whether Washington Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Washington with respect to the benefits of owning Washington Mutual security.
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