Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFICX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS C) | 13.69% | 31.99% | 24.92% | 10.71% | 12.37% | 11.77% | 9.42% | … | … |
Data as of 06/04/2026, Common starting date is 04/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFICX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS C) | 04/06/2001 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.28 | 31.99 | 24.92 | 10.71 | 12.37 | 11.77 | 9.42 | … | … | 13.69 | 23.27 | 21.83 | 24.92 | -20.07 | 10.31 | 12.53 | 26.68 | -7.49 | 21.04 | 11.64 | 2.59 | 8.10 | 30.50 | 16.22 | -2.67 | 13.13 | 32.26 | -40.19 | 12.70 | 18.23 | 10.85 | 12.96 | 30.63 | -18.05 | 0.16 |
| Sharpe Ratio | NA | 2.35 | 1.43 | 0.49 | 0.60 | NA | NA | … | … | 2.28 | 1.09 | 1.32 | 1.65 | -0.94 | 0.66 | 0.37 | 2.00 | -0.53 | 2.94 | 0.85 | 0.17 | 0.71 | 2.74 | 1.22 | -0.11 | 0.72 | 1.22 | -1.10 | 0.61 | 1.43 | 0.89 | 1.19 | 2.17 | -0.95 | -0.10 |
| Standard Deviation(%) | NA | 13.76 | 15.58 | 17.30 | 18.05 | NA | NA | … | … | 16.12 | 18.74 | 13.81 | 12.97 | 23.04 | 15.49 | 33.26 | 12.59 | 16.71 | 6.96 | 13.46 | 15.02 | 11.44 | 11.11 | 13.31 | 24.05 | 18.14 | 26.41 | 37.31 | 15.65 | 10.40 | 9.62 | 10.10 | 13.77 | 20.24 | 18.18 |
| Draw Down(%) | NA | 10.78 | 18.10 | 31.50 | 33.96 | NA | NA | … | … | 10.78 | 18.10 | 8.37 | 9.67 | 26.75 | 10.24 | 33.96 | 7.50 | 19.03 | 2.72 | 11.15 | 12.27 | 8.41 | 6.15 | 10.57 | 22.38 | 14.88 | 23.15 | 50.74 | 10.23 | 10.89 | 7.14 | 7.70 | 14.63 | 30.38 | 26.53 |
| Yield(%) | 0.00 | 8.44 | 8.83 | 4.68 | 6.44 | 7.51 | 6.32 | … | … | 0.00 | 8.95 | 9.30 | 6.10 | 0.62 | 0.53 | 0.92 | 7.86 | 8.37 | 6.75 | 4.32 | 5.15 | 7.99 | 2.87 | 0.94 | 0.87 | 0.92 | 1.02 | 1.33 | 6.72 | 5.04 | 1.09 | 1.10 | 0.65 | 1.06 | 0.39 |
Data as of 06/04/2026, Common starting date is 04/06/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFICX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS C) |
-13.17%
Feb 2006 – Feb 2009 |
-3.58%
Feb 2004 – Feb 2009 |
4.41%
Aug 2001 – Aug 2011 |
5.02%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFICX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS C) |
26.06%
May 2023 – May 2026 |
20.82%
Feb 2009 – Feb 2014 |
14.67%
Feb 2009 – Feb 2019 |
12.65%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart