Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RFNBX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-2) | 10.36% | 9.35% | 15.07% | 8.77% | 8.70% | 10.65% | 8.35% | 8.37% |
Data as of 07/18/2025, AR inception is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFNBX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-2) | 06/10/2002 | 07/18/2025 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 9.35 | 15.07 | 8.77 | 8.70 | 10.65 | 8.35 | 8.37 | 10.36 | 13.21 | 19.15 | -20.10 | 10.26 | 12.51 | 26.64 | -7.51 | 22.38 | 11.65 | 2.64 | 8.14 | 30.60 | 16.24 | -2.64 | 13.21 | 32.22 | -40.22 | 12.66 | 18.25 | 10.73 | 13.02 | 30.52 | -15.73 |
| Sharpe Ratio | NA | 0.28 | 0.65 | 0.38 | 0.39 | NA | NA | 0.39 | 0.74 | 0.39 | 1.10 | -0.94 | 0.66 | 0.37 | 2.01 | -0.53 | 3.21 | 0.85 | 0.17 | 0.71 | 2.75 | 1.23 | -0.11 | 0.72 | 1.21 | -1.10 | 0.62 | 1.45 | 0.89 | 1.20 | 2.17 | -1.13 |
| Standard Deviation(%) | NA | 22.17 | 18.08 | 18.06 | 18.54 | NA | NA | 18.64 | 22.82 | 16.87 | 13.60 | 23.04 | 15.48 | 33.26 | 12.58 | 16.71 | 6.81 | 13.47 | 15.02 | 11.44 | 11.11 | 13.28 | 24.06 | 18.14 | 26.48 | 37.32 | 15.66 | 10.39 | 9.62 | 10.11 | 13.75 | 24.12 |
| Draw Down(%) | NA | 22.77 | 22.77 | 31.53 | 33.96 | NA | NA | 53.84 | 18.11 | 11.13 | 9.69 | 26.77 | 10.24 | 33.96 | 7.49 | 19.04 | 2.21 | 11.16 | 12.26 | 8.41 | 6.13 | 10.54 | 22.37 | 14.81 | 23.16 | 50.77 | 10.23 | 10.87 | 7.22 | 7.70 | 14.90 | 25.15 |
| Yield(%) | 0.00 | 0.31 | 0.58 | 0.63 | 3.68 | 5.71 | 4.91 | 5.44 | 0.01 | 0.41 | 0.56 | 0.60 | 0.51 | 0.92 | 7.85 | 8.37 | 7.94 | 4.35 | 5.20 | 8.02 | 2.95 | 1.00 | 0.90 | 0.99 | 0.96 | 1.30 | 6.70 | 5.03 | 1.02 | 1.12 | 0.68 | 0.00 |
Data as of 07/18/2025, AR inception is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFNBX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-2) |
-13.19%
Feb 2006 - Feb 2009 |
-3.61%
Feb 2004 - Feb 2009 |
5.72%
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 |
|---|---|---|---|---|
| RFNBX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-2) |
23.14%
Mar 2003 - Mar 2006 |
20.87%
Feb 2009 - Feb 2014 |
14.82%
Feb 2009 - Feb 2019 |
12.39%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart