CFNCX
American Funds Fundamental Investors Class 529-C
Mutual fund
$102.46+0.84 (+0.83%)Close Oct 2, 2026
Feb 15, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $102,365
- CAGR
- +9.91%
- Max drawdown
- −53.82%
- Sharpe ratio
- 0.61
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.23%
- 3M
- +0.31%
- 6M
- +16.35%
- YTD
- +13.14%
- 1Y
- +16.56%
- 3Y
- +24.46%
- 5Y
- +13.46%
- 10Y
- +13.69%
- 15Y
- +14.09%
- 20Y
- +10.09%
- Since 2002
- +9.91%
Metrics
Since 2002| Volatility | 18.14% |
|---|---|
| Sortino ratio | 0.85 |
| Calmar ratio | 0.18 |
| Best year, 2009 | +32.22% |
| Worst year, 2008 | −40.19% |
| Positive years | 19 of 23 |
| Longest drawdown | 5.2 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −53.8% | Oct 2007 | Mar 2009 | Jan 2013 | 5.2 years |
| −34.0% | Feb 2020 | Mar 2020 | Sep 2020 | 6 months |
| −30.7% | Mar 2002 | Oct 2002 | Dec 2003 | 1.8 years |
| −25.5% | Dec 2021 | Sep 2022 | Dec 2023 | 2 years |
| −19.1% | Jan 2018 | Dec 2018 | Jul 2019 | 1.5 years |
Annual returns
2002 from Feb 15 · 2026 through Oct 2