Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FEEFX (American Funds Fundamental Investors Class 529-F-3) | 14.17% | 33.30% | 26.17% | 14.80% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEEFX (American Funds Fundamental Investors Class 529-F-3) | 11/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 33.30 | 26.17 | 14.80 | NA | NA | NA | … | … | 14.17 | 24.50 | 23.04 | 26.18 | -16.43 | 22.76 | 15.68 |
| Sharpe Ratio | NA | 2.45 | 1.52 | 0.74 | NA | NA | NA | … | … | 2.37 | 1.16 | 1.41 | 1.75 | -0.78 | 1.73 | 11.72 |
| Standard Deviation(%) | NA | 13.75 | 15.57 | 16.88 | NA | NA | NA | … | … | 16.12 | 18.72 | 13.81 | 12.95 | 22.98 | 13.16 | 12.35 |
| Draw Down(%) | NA | 10.63 | 17.93 | 24.92 | NA | NA | NA | … | … | 10.63 | 17.93 | 8.33 | 9.44 | 24.66 | 5.55 | 1.28 |
| Yield(%) | 0.00 | 9.41 | 10.00 | 8.05 | 5.35 | 3.57 | 2.68 | … | … | 0.25 | 9.96 | 10.41 | 7.20 | 4.17 | 12.46 | 0.93 |
Data as of 06/04/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEEFX (American Funds Fundamental Investors Class 529-F-3) |
7.81%
Apr 2021 – Apr 2024 |
12.51%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEEFX (American Funds Fundamental Investors Class 529-F-3) |
27.33%
May 2023 – May 2026 |
15.80%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart