Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RFNHX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-5E) | 14.12% | 33.17% | 26.05% | 14.69% | 15.18% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFNHX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-5E) | 11/23/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 33.17 | 26.05 | 14.69 | 15.18 | NA | NA | … | … | 14.12 | 24.39 | 22.92 | 26.05 | -16.52 | 22.65 | 15.11 | 27.87 | -6.60 | 23.55 | 12.62 | -1.87 |
| Sharpe Ratio | NA | 2.44 | 1.51 | 0.74 | 0.77 | NA | NA | … | … | 2.37 | 1.15 | 1.40 | 1.74 | -0.78 | 1.72 | 0.45 | 2.10 | -0.48 | 3.36 | 0.92 | -1.07 |
| Standard Deviation(%) | NA | 13.75 | 15.58 | 16.89 | 17.84 | NA | NA | … | … | 16.11 | 18.73 | 13.82 | 12.97 | 23.00 | 13.15 | 33.21 | 12.57 | 16.70 | 6.84 | 13.46 | 15.81 |
| Draw Down(%) | NA | 10.64 | 17.96 | 24.98 | 33.91 | NA | NA | … | … | 10.64 | 17.96 | 8.33 | 9.47 | 24.72 | 5.55 | 33.91 | 7.40 | 18.32 | 2.15 | 11.07 | 4.52 |
| Yield(%) | 0.00 | 9.33 | 9.90 | 7.97 | 9.65 | 6.62 | 4.96 | … | … | 0.22 | 9.88 | 10.34 | 7.09 | 4.08 | 12.39 | 3.07 | 8.91 | 9.33 | 8.97 | 5.29 | 3.83 |
Data as of 06/04/2026, Common starting date is 11/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFNHX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-5E) |
3.06%
Mar 2017 – Mar 2020 |
6.26%
Sep 2017 – Sep 2022 |
13.77%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFNHX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS R-5E) |
27.21%
May 2023 – May 2026 |
17.78%
Oct 2020 – Oct 2025 |
15.40%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart