RFNCX
American Funds Fundamental Investors Class R-3
Mutual fund
$102.15+0.84 (+0.83%)Close Oct 2, 2026
Jun 4, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $114,976
- CAGR
- +10.56%
- Max drawdown
- −53.47%
- Sharpe ratio
- 0.64
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.20%
- 3M
- +0.43%
- 6M
- +16.62%
- YTD
- +13.52%
- 1Y
- +17.08%
- 3Y
- +25.02%
- 5Y
- +13.98%
- 10Y
- +14.22%
- 15Y
- +14.65%
- 20Y
- +10.64%
- Since 2002
- +10.56%
Metrics
Since 2002| Volatility | 18.19% |
|---|---|
| Sortino ratio | 0.90 |
| Calmar ratio | 0.20 |
| Best year, 2009 | +32.93% |
| Worst year, 2008 | −39.88% |
| Positive years | 19 of 23 |
| Longest drawdown | 5.1 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −53.5% | Oct 2007 | Mar 2009 | Dec 2012 | 5.1 years |
| −33.9% | Feb 2020 | Mar 2020 | Sep 2020 | 6 months |
| −26.2% | Jun 2002 | Oct 2002 | Oct 2003 | 1.4 years |
| −25.3% | Dec 2021 | Sep 2022 | Dec 2023 | 2 years |
| −18.7% | Jan 2018 | Dec 2018 | Apr 2019 | 1.2 years |
Annual returns
2002 from Jun 4 · 2026 through Oct 2