Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFXFX (American Funds Fundamental Investors Class 529-F-2) | 14.16% | 33.25% | 26.12% | 14.75% | 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 |
|---|---|---|
| FFXFX (American Funds Fundamental Investors Class 529-F-2) | 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 (%) | -0.26 | 33.25 | 26.12 | 14.75 | NA | NA | NA | … | … | 14.16 | 24.46 | 23.00 | 26.14 | -16.47 | 22.67 | 15.67 |
| Sharpe Ratio | NA | 2.45 | 1.51 | 0.74 | NA | NA | NA | … | … | 2.37 | 1.16 | 1.40 | 1.75 | -0.78 | 1.72 | 11.69 |
| Standard Deviation(%) | NA | 13.76 | 15.58 | 16.88 | NA | NA | NA | … | … | 16.13 | 18.73 | 13.81 | 12.97 | 22.98 | 13.14 | 12.37 |
| Draw Down(%) | NA | 10.64 | 17.94 | 24.95 | NA | NA | NA | … | … | 10.64 | 17.94 | 8.33 | 9.47 | 24.68 | 5.56 | 1.28 |
| Yield(%) | 0.00 | 9.36 | 9.95 | 8.01 | 5.33 | 3.55 | 2.66 | … | … | 0.24 | 9.92 | 10.36 | 7.16 | 4.14 | 12.39 | 0.91 |
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 |
|---|---|---|---|---|
| FFXFX (American Funds Fundamental Investors Class 529-F-2) |
7.76%
Apr 2021 – Apr 2024 |
12.46%
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 |
|---|---|---|---|---|
| FFXFX (American Funds Fundamental Investors Class 529-F-2) |
27.28%
May 2023 – May 2026 |
15.74%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart