FINFX
American Funds Fundamental Investors Class F-2
Mutual fund
$102.46+0.84 (+0.83%)Close Oct 2, 2026
Aug 1, 2008 – Oct 2, 2026, Dividends reinvested
- Final balance
- $77,784
- CAGR
- +11.95%
- Max drawdown
- −46.02%
- Sharpe ratio
- 0.68
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.16%
- 3M
- +0.56%
- 6M
- +16.93%
- YTD
- +13.98%
- 1Y
- +17.71%
- 3Y
- +25.69%
- 5Y
- +14.60%
- 10Y
- +14.84%
- 15Y
- +15.27%
- Since 2008
- +11.95%
Metrics
Since 2008| Volatility | 19.32% |
|---|---|
| Sortino ratio | 0.95 |
| Calmar ratio | 0.26 |
| Best year, 2009 | +33.71% |
| Worst year, 2022 | −16.47% |
| Positive years | 14 of 17 |
| Longest drawdown | 2.3 years |
Worst drawdowns
Since 2008| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −46.0% | Aug 2008 | Mar 2009 | Dec 2010 | 2.3 years |
| −33.9% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −24.9% | Dec 2021 | Sep 2022 | Dec 2023 | 2 years |
| −22.0% | Apr 2011 | Oct 2011 | Mar 2012 | 11 months |
| −18.3% | Jan 2018 | Dec 2018 | Apr 2019 | 1.2 years |
Annual returns
2008 from Aug 1 · 2026 through Oct 2