Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FINFX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS F-2) | 12.67% | 18.96% | 22.28% | 16.31% | 13.20% | 14.16% | NA | 11.96% |
Data as of 07/03/2025, AR inception is 08/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FINFX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS F-2) | 08/14/2008 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.84 | 18.96 | 22.28 | 16.31 | 13.20 | 14.16 | NA | 11.96 | 12.67 | 22.98 | 26.14 | -16.47 | 22.68 | 15.16 | 27.90 | -6.57 | 23.56 | 12.77 | 3.63 | 9.20 | 31.85 | 17.39 | -1.67 | 14.47 | 33.72 | -32.64 |
| Sharpe Ratio | NA | 0.79 | 1.11 | 0.86 | 0.65 | NA | NA | 0.53 | 1.02 | 1.40 | 1.75 | -0.78 | 1.72 | 0.45 | 2.10 | -0.48 | 3.38 | 0.93 | 0.24 | 0.80 | 2.87 | 1.32 | -0.07 | 0.79 | 1.27 | -1.16 |
| Standard Deviation(%) | NA | 19.96 | 17.03 | 17.07 | 18.06 | NA | NA | 19.72 | 23.50 | 13.82 | 12.96 | 22.99 | 13.15 | 33.25 | 12.60 | 16.70 | 6.82 | 13.48 | 15.01 | 11.44 | 11.10 | 13.29 | 24.05 | 18.11 | 26.49 | 55.90 |
| Draw Down(%) | NA | 17.94 | 17.94 | 24.95 | 33.91 | NA | NA | 46.04 | 17.94 | 8.33 | 9.46 | 24.69 | 5.55 | 33.91 | 7.41 | 18.31 | 2.15 | 11.07 | 12.11 | 8.36 | 6.04 | 10.40 | 22.04 | 14.57 | 23.03 | 44.34 |
| Yield(%) | 0.00 | 10.62 | 8.74 | 8.96 | 9.09 | 12.62 | 7.76 | 9.70 | 2.86 | 10.36 | 7.16 | 4.13 | 12.41 | 3.10 | 8.93 | 9.32 | 8.98 | 5.36 | 6.13 | 9.01 | 4.01 | 2.07 | 1.88 | 2.08 | 2.15 | 0.63 |
Data as of 07/03/2025, AR inception is 08/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINFX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS F-2) |
1.22%
Sep 2008 - Sep 2011 |
6.07%
Mar 2015 - Mar 2020 |
9.54%
Mar 2010 - Mar 2020 |
10.42%
Sep 2008 - Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINFX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS F-2) |
24.06%
Feb 2009 - Feb 2012 |
22.10%
Feb 2009 - Feb 2014 |
15.98%
Feb 2009 - Feb 2019 |
14.97%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart