Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FUNFX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS F-3) | 14.19% | 33.38% | 26.24% | 14.86% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/30/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUNFX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS F-3) | 01/30/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.26 | 33.38 | 26.24 | 14.86 | NA | NA | NA | … | … | 14.19 | 24.57 | 23.13 | 26.25 | -16.38 | 22.81 | 15.28 | 28.03 | -6.48 | 20.00 |
| Sharpe Ratio | NA | 2.45 | 1.52 | 0.75 | NA | NA | NA | … | … | 2.38 | 1.16 | 1.41 | 1.76 | -0.78 | 1.73 | 0.45 | 2.11 | -0.47 | 3.10 |
| Standard Deviation(%) | NA | 13.77 | 15.58 | 16.89 | NA | NA | NA | … | … | 16.13 | 18.74 | 13.82 | 12.97 | 22.98 | 13.15 | 33.21 | 12.59 | 16.71 | 6.84 |
| Draw Down(%) | NA | 10.62 | 17.93 | 24.88 | NA | NA | NA | … | … | 10.62 | 17.93 | 8.32 | 9.43 | 24.63 | 5.55 | 33.92 | 7.39 | 18.23 | 2.14 |
| Yield(%) | 0.00 | 9.47 | 10.07 | 8.10 | 8.83 | 5.89 | 4.42 | … | … | 0.26 | 10.03 | 10.48 | 7.26 | 4.23 | 12.52 | 3.20 | 9.05 | 9.42 | 8.90 |
Data as of 06/04/2026, Common starting date is 01/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUNFX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS F-3) |
3.19%
Mar 2017 – Mar 2020 |
6.40%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUNFX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS F-3) |
27.41%
May 2023 – May 2026 |
17.96%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart