ANCFX
American Funds Fundamental Investors Class A
Mutual fund
$102.55+0.84 (+0.83%)Close Oct 2, 2026
Jan 2, 1980 – Oct 2, 2026, Dividends reinvested
- Final balance
- $1,813,681
- CAGR
- +11.77%
- Max drawdown
- −53.29%
- Sharpe ratio
- 0.71
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.17%
- 3M
- +0.51%
- 6M
- +16.83%
- YTD
- +13.82%
- 1Y
- +17.49%
- 3Y
- +25.45%
- 5Y
- +14.36%
- 10Y
- +14.61%
- 15Y
- +15.03%
- 20Y
- +11.01%
- 25Y
- +11.09%
- 30Y
- +11.05%
- Since 1980
- +11.77%
Metrics
Since 1980| Volatility | 17.78% |
|---|---|
| Sortino ratio | 1.02 |
| Calmar ratio | 0.22 |
| Best year, 1995 | +34.20% |
| Worst year, 2008 | −39.68% |
| Positive years | 37 of 46 |
| Longest drawdown | 4.9 years |
Worst drawdowns
Since 1980| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −53.3% | Oct 2007 | Mar 2009 | Sep 2012 | 4.9 years |
| −38.0% | Sep 2000 | Oct 2002 | Nov 2004 | 4.2 years |
| −36.1% | Aug 1987 | Dec 1987 | Aug 1989 | 2 years |
| −33.9% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −26.8% | Oct 1989 | Oct 1990 | Dec 1991 | 2.2 years |
Annual returns
2026 through Oct 2