CFNEX
American Funds Fundamental Investors Class 529-E
Mutual fund
$102.15+0.84 (+0.83%)Close Oct 2, 2026
Mar 7, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $109,662
- CAGR
- +10.24%
- Max drawdown
- −53.51%
- Sharpe ratio
- 0.63
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.19%
- 3M
- +0.45%
- 6M
- +16.65%
- YTD
- +13.59%
- 1Y
- +17.16%
- 3Y
- +25.10%
- 5Y
- +14.05%
- 10Y
- +14.29%
- 15Y
- +14.69%
- 20Y
- +10.67%
- Since 2002
- +10.24%
Metrics
Since 2002| Volatility | 18.14% |
|---|---|
| Sortino ratio | 0.88 |
| Calmar ratio | 0.19 |
| Best year, 2009 | +32.89% |
| Worst year, 2008 | −39.88% |
| Positive years | 19 of 23 |
| Longest drawdown | 5.1 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −53.5% | Oct 2007 | Mar 2009 | Dec 2012 | 5.1 years |
| −33.9% | Feb 2020 | Mar 2020 | Sep 2020 | 6 months |
| −30.6% | Mar 2002 | Oct 2002 | Dec 2003 | 1.7 years |
| −25.2% | Dec 2021 | Sep 2022 | Dec 2023 | 2 years |
| −18.7% | Jan 2018 | Dec 2018 | Apr 2019 | 1.2 years |
Annual returns
2002 from Mar 7 · 2026 through Oct 2