RFEBX
American Funds Fundamental Investors Class R-2E
Mutual fund
$101.69+0.84 (+0.83%)Close Oct 2, 2026
Aug 29, 2014 – Oct 2, 2026, Dividends reinvested
- Final balance
- $41,856
- CAGR
- +12.57%
- Max drawdown
- −33.94%
- Sharpe ratio
- 0.77
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.21%
- 3M
- +0.40%
- 6M
- +16.54%
- YTD
- +13.40%
- 1Y
- +16.91%
- 3Y
- +24.83%
- 5Y
- +13.81%
- 10Y
- +14.05%
- Since 2014
- +12.57%
Metrics
Since 2014| Volatility | 17.28% |
|---|---|
| Sortino ratio | 1.08 |
| Calmar ratio | 0.37 |
| Best year, 2019 | +27.02% |
| Worst year, 2022 | −17.06% |
| Positive years | 9 of 11 |
| Longest drawdown | 2 years |
Worst drawdowns
Since 2014| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −33.9% | Feb 2020 | Mar 2020 | Sep 2020 | 6 months |
| −25.3% | Dec 2021 | Sep 2022 | Dec 2023 | 2 years |
| −18.8% | Jan 2018 | Dec 2018 | Apr 2019 | 1.2 years |
| −18.1% | Jan 2025 | Apr 2025 | Jun 2025 | 4 months |
| −13.6% | Dec 2015 | Feb 2016 | Apr 2016 | 5 months |
Annual returns
2014 from Aug 29 · 2026 through Oct 2