Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RFNGX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-6) | 4.70% | 11.29% | 19.64% | 15.15% | 12.12% | 13.16% | NA | 13.79% |
Data as of 06/20/2025, AR inception is 05/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFNGX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-6) | 05/04/2009 | 06/20/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.01 | 11.29 | 19.64 | 15.15 | 12.12 | 13.16 | NA | 13.79 | 4.70 | 23.12 | 26.25 | -16.38 | 22.83 | 15.26 | 28.04 | -6.47 | 23.72 | 12.42 | 3.74 | 9.23 | 31.99 | 17.53 | -1.57 | 14.39 | 24.43 |
| Sharpe Ratio | NA | 0.40 | 1.00 | 0.77 | 0.60 | NA | NA | 0.73 | 0.30 | 1.41 | 1.76 | -0.78 | 1.73 | 0.45 | 2.11 | -0.47 | 3.39 | 0.91 | 0.25 | 0.80 | 2.88 | 1.33 | -0.07 | 0.79 | 1.99 |
| Standard Deviation(%) | NA | 19.96 | 17.19 | 17.15 | 18.06 | NA | NA | 17.45 | 24.36 | 13.81 | 12.97 | 22.98 | 13.15 | 33.22 | 12.57 | 16.70 | 6.82 | 13.48 | 15.01 | 11.45 | 11.08 | 13.30 | 24.04 | 18.10 | 19.47 |
| Draw Down(%) | NA | 17.92 | 17.92 | 24.88 | 33.90 | NA | NA | 33.90 | 17.92 | 8.32 | 9.44 | 24.62 | 5.55 | 33.90 | 7.39 | 18.22 | 2.15 | 11.07 | 12.08 | 8.39 | 6.02 | 10.40 | 22.01 | 14.67 | 8.98 |
| Yield(%) | 0.00 | 8.20 | 7.71 | 8.52 | 8.53 | 11.48 | 10.57 | 13.21 | 0.29 | 10.47 | 7.26 | 4.22 | 12.52 | 3.20 | 9.05 | 9.42 | 9.10 | 5.07 | 6.23 | 9.10 | 4.12 | 2.17 | 1.98 | 2.04 | 1.09 |
Data as of 06/20/2025, AR inception is 05/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFNGX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-6) |
3.20%
Mar 2017 - Mar 2020 |
6.10%
Mar 2015 - Mar 2020 |
9.59%
Mar 2010 - Mar 2020 |
12.21%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFNGX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-6) |
22.37%
Sep 2011 - Sep 2014 |
17.66%
Jun 2009 - Jun 2014 |
15.55%
Sep 2011 - Sep 2021 |
13.77%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart