FFXFX
American Funds Fundamental Investors Class 529-F-2
Mutual fund
$102.52+0.84 (+0.83%)Close Oct 2, 2026
Oct 30, 2020 – Oct 2, 2026, Dividends reinvested
- Final balance
- $26,363
- CAGR
- +17.78%
- Max drawdown
- −24.95%
- Sharpe ratio
- 1.08
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.16%
- 3M
- +0.56%
- 6M
- +16.93%
- YTD
- +14.00%
- 1Y
- +17.72%
- 3Y
- +25.71%
- 5Y
- +14.61%
- Since 2020
- +17.78%
Metrics
Since 2020| Volatility | 16.53% |
|---|---|
| Sortino ratio | 1.57 |
| Calmar ratio | 0.71 |
| Best year, 2023 | +26.14% |
| Worst year, 2022 | −16.47% |
| Positive years | 4 of 5 |
| Longest drawdown | 2 years |
Worst drawdowns
Since 2020| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −24.9% | Dec 2021 | Sep 2022 | Dec 2023 | 2 years |
| −17.9% | Jan 2025 | Apr 2025 | Jun 2025 | 4 months |
| −10.6% | Jan 2026 | Mar 2026 | Apr 2026 | 2 months |
| −8.3% | Jul 2024 | Aug 2024 | Sep 2024 | 2 months |
| −5.6% | Nov 2021 | Dec 2021 | Dec 2021 | 1 month |
Annual returns
2020 from Oct 30 · 2026 through Oct 2