RFNAX
American Funds Fundamental Investors Class R-1
Mutual fund
$101.65+0.83 (+0.82%)Close Oct 2, 2026
Jun 7, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $104,762
- CAGR
- +10.14%
- Max drawdown
- −53.77%
- Sharpe ratio
- 0.62
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.24%
- 3M
- +0.32%
- 6M
- +16.36%
- YTD
- +13.14%
- 1Y
- +16.57%
- 3Y
- +24.47%
- 5Y
- +13.48%
- 10Y
- +13.71%
- 15Y
- +14.13%
- 20Y
- +10.14%
- Since 2002
- +10.14%
Metrics
Since 2002| Volatility | 18.18% |
|---|---|
| Sortino ratio | 0.87 |
| Calmar ratio | 0.19 |
| Best year, 2009 | +32.30% |
| Worst year, 2008 | −40.15% |
| Positive years | 19 of 23 |
| Longest drawdown | 5.2 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −53.8% | Oct 2007 | Mar 2009 | Jan 2013 | 5.2 years |
| −34.0% | Feb 2020 | Mar 2020 | Sep 2020 | 6 months |
| −25.5% | Dec 2021 | Sep 2022 | Dec 2023 | 2 years |
| −25.1% | Jun 2002 | Oct 2002 | Oct 2003 | 1.3 years |
| −19.1% | Jan 2018 | Dec 2018 | Jul 2019 | 1.4 years |
Annual returns
2002 from Jun 7 · 2026 through Oct 2