Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFNFX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS 529-F-1) | 14.12% | 33.15% | 26.02% | 11.70% | 13.52% | 12.88% | 10.50% | … | … |
Data as of 06/04/2026, Common starting date is 03/14/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFNFX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS 529-F-1) | 03/14/2002 | 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 (%) | -0.26 | 33.15 | 26.02 | 11.70 | 13.52 | 12.88 | 10.50 | … | … | 14.12 | 24.36 | 22.90 | 26.02 | -19.34 | 11.33 | 13.60 | 27.86 | -6.62 | 23.51 | 12.69 | 3.54 | 9.12 | 31.74 | 17.25 | -1.75 | 14.29 | 33.56 | -39.62 | 13.74 | 19.39 | 11.68 | 13.73 | 30.61 | -20.44 |
| Sharpe Ratio | NA | 2.44 | 1.51 | 0.55 | 0.67 | NA | NA | … | … | 2.36 | 1.15 | 1.40 | 1.74 | -0.90 | 0.73 | 0.40 | 2.10 | -0.48 | 3.37 | 0.93 | 0.23 | 0.80 | 2.86 | 1.30 | -0.07 | 0.78 | 1.27 | -1.09 | 0.68 | 1.55 | 0.98 | 1.26 | 2.17 | -1.21 |
| Standard Deviation(%) | NA | 13.76 | 15.56 | 17.28 | 18.04 | NA | NA | … | … | 16.13 | 18.72 | 13.77 | 12.96 | 23.04 | 15.46 | 33.26 | 12.58 | 16.72 | 6.82 | 13.49 | 15.01 | 11.44 | 11.10 | 13.30 | 24.07 | 18.13 | 26.45 | 37.29 | 15.65 | 10.37 | 9.62 | 10.10 | 13.75 | 21.47 |
| Draw Down(%) | NA | 10.64 | 17.95 | 30.94 | 33.92 | NA | NA | … | … | 10.64 | 17.95 | 8.33 | 9.47 | 26.24 | 10.14 | 33.92 | 7.41 | 18.34 | 2.16 | 11.06 | 12.12 | 8.35 | 6.04 | 10.42 | 22.07 | 14.63 | 23.05 | 50.51 | 10.18 | 10.79 | 7.12 | 7.56 | 14.96 | 30.60 |
| Yield(%) | 0.00 | 9.32 | 9.89 | 5.53 | 7.71 | 9.06 | 7.71 | … | … | 0.22 | 9.87 | 10.31 | 7.08 | 1.38 | 1.54 | 1.83 | 8.91 | 9.31 | 8.96 | 5.30 | 6.07 | 8.92 | 3.90 | 1.94 | 1.81 | 1.93 | 2.02 | 2.12 | 7.72 | 6.06 | 1.87 | 1.77 | 0.79 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/14/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFNFX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS 529-F-1) |
-12.33%
Feb 2006 – Feb 2009 |
-2.74%
Feb 2004 – Feb 2009 |
5.60%
May 2002 – May 2012 |
6.09%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFNFX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS 529-F-1) |
27.18%
May 2023 – May 2026 |
21.97%
Feb 2009 – Feb 2014 |
15.88%
Feb 2009 – Feb 2019 |
13.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart