Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ANCFX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS A) | 12.57% | 11.12% | 16.74% | 10.42% | 9.92% | 11.86% | 9.32% | 10.94% |
Data as of 07/03/2025, AR inception is 02/28/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANCFX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS A) | 02/28/1980 | 07/03/2025 |
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.84 | 11.12 | 16.74 | 10.42 | 9.92 | 11.86 | 9.32 | 10.94 | 12.57 | 14.14 | 20.12 | -19.45 | 11.19 | 13.38 | 27.62 | -6.75 | 22.04 | 12.53 | 3.41 | 8.99 | 31.54 | 17.13 | -1.89 | 14.05 | 33.36 | -39.68 | 13.61 | 19.29 | 11.69 | 13.91 | 31.98 | -17.35 | -9.56 | 4.14 | 24.62 | 16.84 | 26.70 | 20.01 | 34.20 | 1.31 | 18.07 | 10.19 | 29.71 | -10.03 | 16.61 | 12.26 | -2.93 | 1.69 | 24.13 | 1.75 | 26.24 | 34.05 | -1.21 | 20.75 |
| Sharpe Ratio | NA | 0.36 | 0.73 | 0.48 | 0.45 | NA | NA | 0.44 | 1.01 | 0.45 | 1.18 | -0.91 | 0.72 | 0.39 | 2.08 | -0.48 | 3.08 | 0.92 | 0.23 | 0.78 | 2.84 | 1.29 | -0.08 | 0.77 | 1.26 | -1.08 | 0.68 | 1.55 | 0.99 | 1.29 | 2.28 | -0.91 | -0.65 | 0.00 | 1.57 | 0.83 | 1.66 | 1.67 | 4.15 | -0.19 | 1.99 | 0.86 | 1.76 | -1.01 | 0.76 | 0.52 | -0.24 | -0.15 | 1.46 | -0.30 | 1.52 | 1.44 | -0.88 | 0.37 |
| Standard Deviation(%) | NA | 22.19 | 18.11 | 18.07 | 18.55 | NA | NA | 17.93 | 23.49 | 16.85 | 13.59 | 23.04 | 15.45 | 33.25 | 12.59 | 16.71 | 6.97 | 13.47 | 15.01 | 11.44 | 11.09 | 13.32 | 24.06 | 18.15 | 26.44 | 37.32 | 15.64 | 10.38 | 9.61 | 10.09 | 13.74 | 20.25 | 18.70 | 16.47 | 13.63 | 16.25 | 13.91 | 9.80 | 7.32 | 8.60 | 8.01 | 8.99 | 14.70 | 15.08 | 14.32 | 14.62 | 28.60 | 16.99 | 12.92 | 16.35 | 13.21 | 18.35 | 12.70 | 46.10 |
| Draw Down(%) | NA | 22.54 | 22.54 | 31.02 | 33.93 | NA | NA | 53.29 | 17.97 | 11.08 | 9.52 | 26.32 | 10.15 | 33.93 | 7.42 | 18.44 | 2.65 | 11.06 | 12.14 | 8.36 | 6.06 | 10.43 | 22.10 | 14.73 | 23.07 | 50.56 | 10.17 | 10.81 | 7.11 | 7.52 | 14.50 | 30.05 | 26.33 | 9.46 | 9.66 | 18.37 | 8.82 | 7.81 | 2.75 | 7.02 | 3.70 | 5.48 | 8.51 | 22.04 | 15.80 | 7.14 | 36.07 | 9.55 | 11.43 | 18.93 | 8.16 | 8.66 | 15.19 | 23.25 |
| Yield(%) | 0.00 | 3.41 | 2.60 | 2.24 | 4.96 | 7.69 | 6.40 | 21.40 | 2.76 | 1.29 | 1.40 | 1.27 | 1.38 | 1.64 | 8.69 | 9.14 | 7.60 | 5.14 | 5.93 | 8.78 | 3.75 | 1.80 | 1.66 | 1.71 | 1.86 | 2.00 | 7.57 | 5.91 | 1.84 | 1.94 | 1.75 | 1.80 | 2.53 | 8.55 | 11.01 | 10.88 | 14.54 | 9.62 | 6.18 | 4.92 | 14.04 | 9.51 | 6.73 | 2.93 | 4.26 | 3.39 | 2.77 | 2.81 | 3.39 | 3.29 | 4.48 | 5.91 | 5.08 | 5.57 |
Data as of 07/03/2025, AR inception is 02/28/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANCFX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS A) |
-12.42%
Feb 2006 - Feb 2009 |
-2.78%
Feb 2004 - Feb 2009 |
1.20%
Feb 1999 - Feb 2009 |
5.86%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANCFX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS A) |
27.81%
Mar 1995 - Mar 1998 |
24.33%
Dec 1994 - Dec 1999 |
19.08%
Oct 1990 - Oct 2000 |
15.57%
Jul 1982 - Jul 1997 |
Annualized Rolling Returns Comparison Chart