RFNHX
American Funds Fundamental Investors Class R-5E
Mutual fund
$102.22+0.84 (+0.83%)Close Oct 2, 2026
Nov 20, 2015 – Oct 2, 2026, Dividends reinvested
- Final balance
- $42,185
- CAGR
- +14.16%
- Max drawdown
- −33.91%
- Sharpe ratio
- 0.85
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.15%
- 3M
- +0.56%
- 6M
- +16.91%
- YTD
- +13.96%
- 1Y
- +17.66%
- 3Y
- +25.63%
- 5Y
- +14.54%
- 10Y
- +14.79%
- Since 2015
- +14.16%
Metrics
Since 2015| Volatility | 17.57% |
|---|---|
| Sortino ratio | 1.18 |
| Calmar ratio | 0.42 |
| Best year, 2019 | +27.87% |
| Worst year, 2022 | −16.52% |
| Positive years | 8 of 10 |
| Longest drawdown | 2 years |
Worst drawdowns
Since 2015| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −33.9% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −25.0% | Dec 2021 | Sep 2022 | Dec 2023 | 2 years |
| −18.3% | Jan 2018 | Dec 2018 | Apr 2019 | 1.2 years |
| −18.0% | Jan 2025 | Apr 2025 | Jun 2025 | 4 months |
| −13.5% | Dec 2015 | Feb 2016 | Apr 2016 | 5 months |
Annual returns
2015 from Nov 20 · 2026 through Oct 2