Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFNCX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS 529-C) | 13.66% | 31.92% | 24.86% | 10.67% | 12.44% | 11.79% | 9.43% | … | … |
Data as of 06/04/2026, Common starting date is 02/21/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFNCX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS 529-C) | 02/21/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | 31.92 | 24.86 | 10.67 | 12.44 | 11.79 | 9.43 | … | … | 13.66 | 23.21 | 21.78 | 24.86 | -20.09 | 10.30 | 12.52 | 26.61 | -7.53 | 22.31 | 11.57 | 2.51 | 8.03 | 30.42 | 16.10 | -2.72 | 13.15 | 32.22 | -40.23 | 12.63 | 18.15 | 10.67 | 12.85 | 30.14 | -15.25 |
| Sharpe Ratio | NA | 2.35 | 1.43 | 0.49 | 0.61 | NA | NA | … | … | 2.28 | 1.09 | 1.32 | 1.65 | -0.94 | 0.66 | 0.37 | 2.00 | -0.54 | 3.19 | 0.84 | 0.16 | 0.70 | 2.74 | 1.21 | -0.11 | 0.72 | 1.21 | -1.10 | 0.61 | 1.42 | 0.88 | 1.17 | 2.14 | -0.88 |
| Standard Deviation(%) | NA | 13.76 | 15.58 | 17.29 | 18.04 | NA | NA | … | … | 16.11 | 18.74 | 13.81 | 12.97 | 23.04 | 15.47 | 33.25 | 12.58 | 16.71 | 6.81 | 13.45 | 15.01 | 11.44 | 11.09 | 13.32 | 24.07 | 18.14 | 26.46 | 37.35 | 15.67 | 10.41 | 9.61 | 10.10 | 13.75 | 21.10 |
| Draw Down(%) | NA | 10.78 | 18.11 | 31.49 | 33.96 | NA | NA | … | … | 10.78 | 18.11 | 8.37 | 9.68 | 26.76 | 10.22 | 33.96 | 7.51 | 19.06 | 2.21 | 11.17 | 12.30 | 8.43 | 6.13 | 10.57 | 22.40 | 14.79 | 23.19 | 50.77 | 10.23 | 10.89 | 7.24 | 7.72 | 14.87 | 30.66 |
| Yield(%) | 0.00 | 8.37 | 8.73 | 4.61 | 6.47 | 7.50 | 6.30 | … | … | 0.00 | 8.86 | 9.18 | 5.97 | 0.56 | 0.47 | 0.83 | 7.77 | 8.28 | 7.79 | 4.26 | 5.06 | 7.89 | 2.78 | 0.86 | 0.81 | 0.97 | 0.94 | 1.27 | 6.63 | 4.96 | 0.92 | 0.98 | 0.35 | 0.27 |
Data as of 06/04/2026, Common starting date is 02/21/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFNCX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS 529-C) |
-13.22%
Feb 2006 – Feb 2009 |
-3.67%
Feb 2004 – Feb 2009 |
4.70%
May 2002 – May 2012 |
5.05%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFNCX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS 529-C) |
26.01%
May 2023 – May 2026 |
20.76%
Feb 2009 – Feb 2014 |
14.73%
Feb 2009 – Feb 2019 |
12.68%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart