Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FINFX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS F-2) | 14.14% | 33.23% | 26.11% | 14.74% | 15.23% | 14.04% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FINFX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS F-2) | 08/14/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.26 | 33.23 | 26.11 | 14.74 | 15.23 | 14.04 | NA | … | … | 14.14 | 24.44 | 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 | 2.44 | 1.51 | 0.74 | 0.77 | NA | NA | … | … | 2.37 | 1.16 | 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 | 13.76 | 15.58 | 16.89 | 17.85 | NA | NA | … | … | 16.13 | 18.73 | 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 | 10.64 | 17.94 | 24.95 | 33.91 | NA | NA | … | … | 10.64 | 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 | 9.35 | 9.94 | 8.00 | 9.70 | 10.95 | 8.55 | … | … | 0.23 | 9.91 | 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 06/04/2026, Common starting date 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) |
27.28%
May 2023 – May 2026 |
22.10%
Feb 2009 – Feb 2014 |
15.98%
Feb 2009 – Feb 2019 |
14.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart