FUNFX
American Funds Fundamental Investors Class F-3
Mutual fund
$102.46+0.84 (+0.83%)Close Oct 2, 2026
Jan 27, 2017 – Oct 2, 2026, Dividends reinvested
- Final balance
- $37,278
- CAGR
- +14.56%
- Max drawdown
- −33.92%
- Sharpe ratio
- 0.85
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.15%
- 3M
- +0.59%
- 6M
- +16.98%
- YTD
- +14.07%
- 1Y
- +17.83%
- 3Y
- +25.82%
- 5Y
- +14.72%
- Since 2017
- +14.56%
Metrics
Since 2017| Volatility | 18.03% |
|---|---|
| Sortino ratio | 1.18 |
| Calmar ratio | 0.43 |
| Best year, 2019 | +28.03% |
| Worst year, 2022 | −16.38% |
| Positive years | 6 of 8 |
| Longest drawdown | 1.9 years |
Worst drawdowns
Since 2017| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −33.9% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −24.9% | Dec 2021 | Sep 2022 | Dec 2023 | 1.9 years |
| −18.2% | Jan 2018 | Dec 2018 | Apr 2019 | 1.2 years |
| −17.9% | Jan 2025 | Apr 2025 | Jun 2025 | 4 months |
| −10.6% | Jan 2026 | Mar 2026 | Apr 2026 | 2 months |
Annual returns
2017 from Jan 27 · 2026 through Oct 2