Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RFNFX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-5) | 10.63% | 29.07% | 24.86% | 11.16% | 13.29% | 12.78% | 10.46% | … | … |
Data as of 06/05/2026, Common starting date is 06/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFNFX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-5) | 06/07/2002 | 06/05/2026 |
| 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 (%) | -3.79 | 29.07 | 24.86 | 11.16 | 13.29 | 12.78 | 10.46 | … | … | 10.63 | 24.52 | 23.06 | 26.19 | -19.22 | 11.49 | 13.67 | 27.97 | -6.52 | 23.66 | 12.81 | 3.69 | 9.26 | 31.92 | 17.47 | -1.62 | 14.37 | 33.75 | -39.56 | 13.86 | 19.51 | 11.94 | 14.19 | 32.34 | -14.66 |
| Sharpe Ratio | NA | 2.45 | 1.52 | 0.56 | 0.68 | NA | NA | … | … | 2.37 | 1.16 | 1.41 | 1.76 | -0.90 | 0.74 | 0.40 | 2.11 | -0.48 | 3.39 | 0.93 | 0.24 | 0.81 | 2.88 | 1.32 | -0.07 | 0.79 | 1.27 | -1.08 | 0.69 | 1.56 | 1.01 | 1.31 | 2.29 | -1.06 |
| Standard Deviation(%) | NA | 13.75 | 15.57 | 17.29 | 18.04 | NA | NA | … | … | 16.12 | 18.72 | 13.81 | 12.95 | 23.05 | 15.45 | 33.26 | 12.57 | 16.71 | 6.81 | 13.49 | 15.02 | 11.44 | 11.09 | 13.29 | 24.07 | 18.17 | 26.44 | 37.33 | 15.65 | 10.38 | 9.62 | 10.12 | 13.78 | 23.98 |
| Draw Down(%) | NA | 10.62 | 17.93 | 30.85 | 33.91 | NA | NA | … | … | 10.62 | 17.93 | 8.32 | 9.46 | 26.18 | 10.12 | 33.91 | 7.41 | 18.26 | 2.15 | 11.06 | 12.10 | 8.34 | 6.05 | 10.40 | 22.03 | 14.66 | 23.02 | 50.50 | 10.17 | 10.78 | 7.05 | 7.48 | 14.49 | 25.06 |
| Yield(%) | 0.00 | 9.39 | 10.00 | 5.64 | 7.83 | 9.23 | 7.86 | … | … | 0.25 | 9.95 | 10.41 | 7.20 | 1.49 | 1.67 | 1.91 | 8.98 | 9.36 | 9.04 | 5.41 | 6.18 | 9.04 | 4.06 | 2.11 | 1.93 | 1.99 | 2.19 | 2.22 | 7.82 | 6.15 | 2.09 | 2.19 | 2.02 | 0.81 |
Data as of 06/05/2026, Common starting date is 06/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFNFX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-5) |
-12.24%
Feb 2006 – Feb 2009 |
-2.57%
Feb 2004 – Feb 2009 |
6.84%
Jan 2006 – Jan 2016 |
6.22%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFNFX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-5) |
27.34%
May 2023 – May 2026 |
22.14%
Feb 2009 – Feb 2014 |
16.02%
Feb 2009 – Feb 2019 |
13.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart