RFNEX
American Funds Fundamental Investors Class R-4
Mutual fund
$102.19+0.84 (+0.83%)Close Oct 2, 2026
Jun 7, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $125,306
- CAGR
- +10.95%
- Max drawdown
- −53.28%
- Sharpe ratio
- 0.66
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.18%
- 3M
- +0.51%
- 6M
- +16.79%
- YTD
- +13.78%
- 1Y
- +17.43%
- 3Y
- +25.38%
- 5Y
- +14.32%
- 10Y
- +14.56%
- 15Y
- +14.99%
- 20Y
- +10.97%
- Since 2002
- +10.95%
Metrics
Since 2002| Volatility | 18.18% |
|---|---|
| Sortino ratio | 0.93 |
| Calmar ratio | 0.21 |
| Best year, 2009 | +33.32% |
| Worst year, 2008 | −39.68% |
| Positive years | 19 of 23 |
| Longest drawdown | 4.9 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −53.3% | Oct 2007 | Mar 2009 | Sep 2012 | 4.9 years |
| −33.9% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −25.1% | Jun 2002 | Oct 2002 | Oct 2003 | 1.3 years |
| −25.1% | Dec 2021 | Sep 2022 | Dec 2023 | 2 years |
| −18.5% | Jan 2018 | Dec 2018 | Apr 2019 | 1.2 years |
Annual returns
2002 from Jun 7 · 2026 through Oct 2