Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFIBX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS B) | NA | 18.87% | 10.37% | 13.30% | 6.54% | 7.76% | NA | … | … |
Data as of 04/10/2017, Common starting date is 04/03/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFIBX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS B) | 04/03/2000 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 18.87 | 10.37 | 13.30 | 6.54 | 7.76 | NA | … | … | 6.37 | 11.67 | 2.61 | 8.12 | 30.54 | 16.25 | -2.64 | 13.18 | 32.30 | -40.14 | 12.69 | 18.32 | 10.84 | 13.02 | 30.68 | -17.97 | -10.24 | -3.30 |
| Sharpe Ratio | NA | 1.79 | 0.79 | 1.03 | 0.30 | NA | NA | … | … | 3.94 | 0.85 | 0.17 | 0.71 | 2.75 | 1.23 | -0.11 | 0.72 | 1.22 | -1.10 | 0.62 | 1.45 | 0.90 | 1.19 | 2.18 | -0.94 | -0.68 | -0.55 |
| Standard Deviation(%) | NA | 10.27 | 12.97 | 12.78 | 20.36 | NA | NA | … | … | 6.42 | 13.46 | 15.00 | 11.46 | 11.10 | 13.30 | 24.06 | 18.12 | 26.45 | 37.35 | 15.65 | 10.39 | 9.61 | 10.11 | 13.77 | 20.23 | 18.72 | 15.42 |
| Draw Down(%) | NA | 6.20 | 13.66 | 13.66 | 53.78 | NA | NA | … | … | 1.80 | 11.16 | 12.26 | 8.43 | 6.13 | 10.53 | 22.36 | 14.86 | 23.13 | 50.74 | 10.22 | 10.87 | 7.19 | 7.69 | 14.64 | 30.35 | 26.67 | 9.55 |
| Yield(%) | 0.00 | 3.96 | 5.47 | 5.45 | 3.46 | 4.17 | 2.93 | … | … | 0.00 | 4.10 | 5.11 | 7.97 | 2.88 | 0.97 | 0.90 | 0.94 | 1.05 | 1.37 | 6.76 | 5.10 | 1.07 | 1.16 | 0.72 | 1.11 | 1.85 | 5.78 |
Data as of 04/10/2017, Common starting date is 04/03/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFIBX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS B) |
-13.13%
Feb 2006 – Feb 2009 |
-3.55%
Feb 2004 – Feb 2009 |
1.34%
Aug 2000 – Aug 2010 |
5.18%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFIBX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS B) |
23.13%
Mar 2003 – Mar 2006 |
20.86%
Feb 2009 – Feb 2014 |
9.84%
Mar 2003 – Mar 2013 |
7.98%
Feb 2002 – Feb 2017 |
Annualized Rolling Returns Comparison Chart