Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RFNAX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-1) | 13.67% | 31.94% | 24.88% | 10.68% | 12.46% | 11.83% | 9.47% | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFNAX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-1) | 06/10/2002 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.28 | 31.94 | 24.88 | 10.68 | 12.46 | 11.83 | 9.47 | … | … | 13.67 | 23.24 | 21.79 | 24.90 | -20.08 | 10.28 | 12.50 | 26.62 | -7.51 | 22.36 | 11.64 | 2.58 | 8.11 | 30.55 | 16.22 | -2.65 | 13.19 | 32.30 | -40.19 | 12.66 | 18.19 | 10.74 | 12.92 | 30.53 | -15.72 |
| Sharpe Ratio | NA | 2.35 | 1.43 | 0.49 | 0.61 | NA | NA | … | … | 2.28 | 1.09 | 1.32 | 1.65 | -0.94 | 0.66 | 0.37 | 2.00 | -0.53 | 3.20 | 0.85 | 0.17 | 0.71 | 2.75 | 1.23 | -0.11 | 0.72 | 1.22 | -1.10 | 0.61 | 1.43 | 0.88 | 1.18 | 2.17 | -1.13 |
| Standard Deviation(%) | NA | 13.76 | 15.57 | 17.29 | 18.03 | NA | NA | … | … | 16.11 | 18.73 | 13.81 | 12.96 | 23.04 | 15.48 | 33.23 | 12.56 | 16.70 | 6.81 | 13.48 | 15.02 | 11.46 | 11.08 | 13.29 | 24.06 | 18.12 | 26.43 | 37.32 | 15.65 | 10.39 | 9.62 | 10.11 | 13.77 | 24.12 |
| Draw Down(%) | NA | 10.77 | 18.11 | 31.51 | 33.96 | NA | NA | … | … | 10.77 | 18.11 | 8.37 | 9.67 | 26.75 | 10.23 | 33.96 | 7.50 | 19.05 | 2.20 | 11.15 | 12.28 | 8.43 | 6.14 | 10.54 | 22.37 | 14.80 | 23.15 | 50.75 | 10.23 | 10.87 | 7.22 | 7.70 | 14.89 | 25.10 |
| Yield(%) | 0.00 | 8.44 | 8.82 | 4.67 | 6.54 | 7.60 | 6.39 | … | … | 0.00 | 8.95 | 9.28 | 6.10 | 0.61 | 0.50 | 0.87 | 7.83 | 8.34 | 7.93 | 4.33 | 5.14 | 7.99 | 2.89 | 0.97 | 0.89 | 1.01 | 1.02 | 1.32 | 6.71 | 5.00 | 0.99 | 1.07 | 0.66 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFNAX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-1) |
-13.18%
Feb 2006 – Feb 2009 |
-3.62%
Feb 2004 – Feb 2009 |
5.71%
Jan 2006 – Jan 2016 |
5.10%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFNAX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-1) |
26.03%
May 2023 – May 2026 |
20.85%
Feb 2009 – Feb 2014 |
14.80%
Feb 2009 – Feb 2019 |
12.73%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart