Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFNEX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS 529-E) | 13.92% | 32.62% | 25.51% | 11.25% | 13.03% | 12.38% | 10.00% | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFNEX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS 529-E) | 03/15/2002 | 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 (%) | -0.27 | 32.62 | 25.51 | 11.25 | 13.03 | 12.38 | 10.00 | … | … | 13.92 | 23.85 | 22.40 | 25.52 | -19.66 | 10.85 | 13.08 | 27.26 | -7.03 | 22.96 | 12.19 | 3.06 | 8.60 | 31.15 | 16.73 | -2.23 | 13.73 | 32.89 | -39.93 | 13.20 | 18.80 | 11.24 | 13.40 | 30.53 | -21.35 |
| Sharpe Ratio | NA | 2.40 | 1.47 | 0.52 | 0.64 | NA | NA | … | … | 2.33 | 1.12 | 1.36 | 1.70 | -0.92 | 0.70 | 0.38 | 2.05 | -0.51 | 3.29 | 0.89 | 0.20 | 0.75 | 2.81 | 1.26 | -0.09 | 0.75 | 1.24 | -1.09 | 0.64 | 1.49 | 0.93 | 1.23 | 2.17 | -1.26 |
| Standard Deviation(%) | NA | 13.75 | 15.57 | 17.29 | 18.04 | NA | NA | … | … | 16.11 | 18.73 | 13.81 | 12.96 | 23.03 | 15.46 | 33.27 | 12.60 | 16.72 | 6.81 | 13.47 | 15.02 | 11.45 | 11.09 | 13.30 | 24.06 | 18.13 | 26.49 | 37.30 | 15.66 | 10.39 | 9.61 | 10.08 | 13.76 | 21.45 |
| Draw Down(%) | NA | 10.71 | 18.01 | 31.19 | 33.94 | NA | NA | … | … | 10.71 | 18.01 | 8.35 | 9.57 | 26.47 | 10.18 | 33.94 | 7.46 | 18.67 | 2.19 | 11.10 | 12.20 | 8.39 | 6.08 | 10.47 | 22.21 | 14.72 | 23.12 | 50.63 | 10.21 | 10.84 | 7.15 | 7.62 | 14.84 | 30.64 |
| Yield(%) | 0.00 | 8.88 | 9.38 | 5.13 | 7.16 | 8.37 | 7.07 | … | … | 0.11 | 9.43 | 9.83 | 6.62 | 1.04 | 1.07 | 1.39 | 8.39 | 8.84 | 8.46 | 4.83 | 5.61 | 8.45 | 3.39 | 1.45 | 1.33 | 1.45 | 1.49 | 1.71 | 7.18 | 5.52 | 1.45 | 1.51 | 0.64 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFNEX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS 529-E) |
-12.77%
Feb 2006 – Feb 2009 |
-3.17%
Feb 2004 – Feb 2009 |
5.19%
May 2002 – May 2012 |
5.60%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFNEX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS 529-E) |
26.67%
May 2023 – May 2026 |
21.40%
Feb 2009 – Feb 2014 |
15.34%
Feb 2009 – Feb 2019 |
13.27%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart