Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RFEBX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-2E) | 13.80% | 32.31% | 25.24% | 13.95% | 14.44% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFEBX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-2E) | 09/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.28 | 32.31 | 25.24 | 13.95 | 14.44 | NA | NA | … | … | 13.80 | 23.59 | 22.14 | 25.26 | -17.06 | 21.83 | 14.37 | 27.02 | -7.22 | 22.74 | 12.04 | 3.10 | 1.03 |
| Sharpe Ratio | NA | 2.38 | 1.45 | 0.69 | 0.73 | NA | NA | … | … | 2.31 | 1.11 | 1.34 | 1.68 | -0.81 | 1.66 | 0.42 | 2.03 | -0.52 | 3.24 | 0.88 | 0.20 | 0.23 |
| Standard Deviation(%) | NA | 13.74 | 15.57 | 16.88 | 17.84 | NA | NA | … | … | 16.11 | 18.71 | 13.82 | 12.97 | 22.98 | 13.16 | 33.23 | 12.58 | 16.73 | 6.85 | 13.47 | 15.00 | 13.28 |
| Draw Down(%) | NA | 10.73 | 18.06 | 25.35 | 33.94 | NA | NA | … | … | 10.73 | 18.06 | 8.37 | 9.61 | 25.08 | 5.60 | 33.94 | 7.48 | 18.83 | 2.19 | 11.10 | 12.22 | 8.41 |
| Yield(%) | 0.00 | 8.68 | 9.15 | 7.37 | 8.85 | 6.48 | 4.86 | … | … | 0.06 | 9.21 | 9.63 | 6.42 | 3.55 | 11.69 | 2.45 | 8.20 | 8.68 | 8.31 | 4.74 | 5.89 | 6.58 |
Data as of 06/04/2026, Common starting date is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFEBX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-2E) |
2.38%
Mar 2017 – Mar 2020 |
5.36%
Mar 2015 – Mar 2020 |
10.73%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFEBX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-2E) |
26.39%
May 2023 – May 2026 |
17.02%
Oct 2020 – Oct 2025 |
14.66%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart