Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFNAX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS 529-A) | 10.50% | 28.71% | 24.50% | 10.83% | 12.94% | 12.41% | 10.11% | … | … |
Data as of 06/05/2026, Common starting date is 02/21/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFNAX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS 529-A) | 02/21/2002 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.80 | 28.71 | 24.50 | 10.83 | 12.94 | 12.41 | 10.11 | … | … | 10.50 | 24.16 | 22.68 | 25.80 | -19.47 | 11.13 | 13.31 | 27.55 | -6.82 | 23.27 | 12.44 | 3.31 | 8.88 | 31.44 | 17.03 | -1.97 | 14.08 | 33.31 | -39.74 | 13.54 | 19.16 | 11.60 | 13.77 | 30.78 | -15.18 |
| Sharpe Ratio | NA | 2.42 | 1.49 | 0.54 | 0.66 | NA | NA | … | … | 2.35 | 1.14 | 1.38 | 1.72 | -0.91 | 0.72 | 0.39 | 2.07 | -0.49 | 3.33 | 0.91 | 0.22 | 0.77 | 2.83 | 1.29 | -0.08 | 0.77 | 1.26 | -1.09 | 0.67 | 1.52 | 0.98 | 1.27 | 2.19 | -0.88 |
| Standard Deviation(%) | NA | 13.75 | 15.57 | 17.29 | 18.04 | NA | NA | … | … | 16.12 | 18.73 | 13.80 | 12.98 | 23.04 | 15.46 | 33.25 | 12.59 | 16.72 | 6.81 | 13.48 | 15.02 | 11.44 | 11.10 | 13.30 | 24.06 | 18.13 | 26.46 | 37.33 | 15.66 | 10.39 | 9.58 | 10.09 | 13.75 | 21.13 |
| Draw Down(%) | NA | 10.67 | 17.99 | 31.04 | 33.93 | NA | NA | … | … | 10.67 | 17.99 | 8.33 | 9.52 | 26.33 | 10.17 | 33.93 | 7.43 | 18.51 | 2.15 | 11.08 | 12.15 | 8.37 | 6.08 | 10.46 | 22.15 | 14.64 | 23.06 | 50.57 | 10.18 | 10.81 | 7.12 | 7.58 | 14.95 | 30.64 |
| Yield(%) | 0.00 | 9.12 | 9.67 | 5.36 | 7.46 | 8.74 | 7.42 | … | … | 0.17 | 9.68 | 10.10 | 6.88 | 1.24 | 1.33 | 1.60 | 8.64 | 9.06 | 8.72 | 5.07 | 5.84 | 8.70 | 3.66 | 1.72 | 1.59 | 1.76 | 1.84 | 1.95 | 7.51 | 5.86 | 1.76 | 1.85 | 0.87 | 0.39 |
Data as of 06/05/2026, Common starting date is 02/21/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFNAX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS 529-A) |
-12.50%
Feb 2006 – Feb 2009 |
-2.87%
Feb 2004 – Feb 2009 |
5.48%
May 2002 – May 2012 |
5.87%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFNAX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS 529-A) |
26.97%
May 2023 – May 2026 |
21.73%
Feb 2009 – Feb 2014 |
15.63%
Feb 2009 – Feb 2019 |
13.55%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart