Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RFNCX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-3) | -3.38% | 1.96% | 5.76% | 8.71% | 7.81% | 9.37% | 8.42% | 8.60% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFNCX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-3) | 06/10/2002 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 06/10/2002.
AR inception is since 06/10/2002.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.79 | 1.96 | 5.76 | 8.71 | 7.81 | 9.37 | 8.42 | 8.60 | -3.38 | 13.74 | 19.71 | -19.72 | 10.78 | 13.02 | 27.19 | -7.09 | 22.93 | 12.14 | 3.06 | 8.58 | 31.13 | 16.78 | -2.22 | 13.73 | 32.93 | -39.92 | 13.21 | 18.75 | 11.26 | 13.41 | 30.93 | -15.62 |
| Sharpe Ratio | NA | -0.20 | 0.07 | 0.34 | 0.33 | NA | NA | 0.38 | -0.47 | 0.42 | 1.15 | -0.92 | 0.70 | 0.38 | 2.05 | -0.50 | 3.29 | 0.89 | 0.20 | 0.75 | 2.81 | 1.27 | -0.09 | 0.75 | 1.24 | -1.09 | 0.66 | 1.50 | 0.95 | 1.23 | 2.20 | -1.12 |
| Standard Deviation(%) | NA | 22.00 | 19.26 | 18.47 | 18.52 | NA | NA | 18.69 | 28.17 | 16.86 | 13.57 | 23.05 | 15.48 | 33.25 | 12.57 | 16.71 | 6.82 | 13.48 | 15.01 | 11.45 | 11.08 | 13.28 | 24.07 | 18.13 | 26.48 | 37.32 | 15.64 | 10.38 | 9.61 | 10.11 | 13.75 | 24.16 |
| Draw Down(%) | NA | 22.73 | 22.73 | 31.23 | 33.94 | NA | NA | 53.50 | 18.14 | 11.10 | 9.58 | 26.51 | 10.19 | 33.94 | 7.46 | 18.72 | 2.17 | 11.11 | 12.18 | 8.38 | 6.08 | 10.47 | 22.21 | 14.77 | 23.09 | 50.63 | 10.21 | 10.83 | 7.15 | 7.62 | 14.92 | 25.10 |
| Yield(%) | 0.00 | 0.69 | 0.94 | 1.26 | 4.20 | 5.81 | 5.89 | 6.49 | 0.00 | 0.91 | 1.04 | 0.98 | 1.00 | 1.33 | 8.32 | 8.78 | 8.41 | 4.79 | 5.58 | 8.43 | 3.39 | 1.47 | 1.34 | 1.44 | 1.54 | 1.71 | 7.19 | 5.50 | 1.46 | 1.52 | 0.98 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFNCX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-3) |
-12.77%
Feb 2006 - Feb 2009 |
-3.17%
Feb 2004 - Feb 2009 |
6.20%
Jan 2006 - Jan 2016 |
5.58%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFNCX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-3) |
23.63%
Mar 2003 - Mar 2006 |
21.41%
Feb 2009 - Feb 2014 |
15.33%
Feb 2009 - Feb 2019 |
12.89%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart