Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFIFX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS F-1) | 14.01% | 32.89% | 25.78% | 11.49% | 13.16% | 12.58% | 10.24% | … | … |
Data as of 06/04/2026, Common starting date is 04/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFIFX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS F-1) | 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 (%) | -0.27 | 32.89 | 25.78 | 11.49 | 13.16 | 12.58 | 10.24 | … | … | 14.01 | 24.12 | 22.68 | 25.78 | -19.48 | 11.12 | 13.32 | 27.55 | -6.82 | 21.94 | 12.45 | 3.36 | 8.90 | 31.47 | 17.13 | -1.92 | 14.01 | 33.41 | -39.72 | 13.60 | 19.21 | 11.64 | 13.84 | 31.36 | -17.38 | 0.81 |
| Sharpe Ratio | NA | 2.42 | 1.49 | 0.53 | 0.65 | NA | NA | … | … | 2.34 | 1.14 | 1.38 | 1.72 | -0.91 | 0.72 | 0.39 | 2.07 | -0.49 | 3.07 | 0.91 | 0.22 | 0.78 | 2.84 | 1.29 | -0.08 | 0.77 | 1.26 | -1.09 | 0.67 | 1.53 | 0.97 | 1.27 | 2.22 | -0.91 | -0.06 |
| Standard Deviation(%) | NA | 13.76 | 15.57 | 17.29 | 18.04 | NA | NA | … | … | 16.12 | 18.73 | 13.81 | 12.96 | 23.05 | 15.44 | 33.25 | 12.61 | 16.70 | 6.97 | 13.47 | 15.01 | 11.45 | 11.08 | 13.32 | 24.05 | 18.14 | 26.46 | 37.34 | 15.64 | 10.40 | 9.63 | 10.09 | 13.78 | 20.26 | 18.18 |
| Draw Down(%) | NA | 10.67 | 17.99 | 31.05 | 33.92 | NA | NA | … | … | 10.67 | 17.99 | 8.34 | 9.52 | 26.35 | 10.15 | 33.92 | 7.44 | 18.50 | 2.67 | 11.09 | 12.14 | 8.38 | 6.07 | 10.43 | 22.13 | 14.71 | 23.02 | 50.58 | 10.18 | 10.82 | 7.12 | 7.55 | 14.56 | 30.10 | 26.29 |
| Yield(%) | 0.00 | 9.08 | 9.62 | 5.33 | 7.31 | 8.62 | 7.34 | … | … | 0.16 | 9.63 | 10.05 | 6.85 | 1.22 | 1.30 | 1.59 | 8.63 | 9.06 | 7.52 | 5.08 | 5.87 | 8.71 | 3.68 | 1.78 | 1.64 | 1.70 | 1.89 | 2.00 | 7.57 | 5.91 | 1.81 | 1.87 | 1.27 | 1.76 | 1.03 |
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 |
|---|---|---|---|---|
| AFIFX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS F-1) |
-12.45%
Feb 2006 – Feb 2009 |
-2.82%
Feb 2004 – Feb 2009 |
5.21%
Aug 2001 – Aug 2011 |
5.81%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFIFX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS F-1) |
26.94%
May 2023 – May 2026 |
21.77%
Feb 2009 – Feb 2014 |
15.54%
Feb 2009 – Feb 2019 |
13.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart