Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFNBX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS 529-B) | NA | 18.75% | 10.26% | 13.18% | 6.44% | 7.55% | NA | … | … |
Data as of 04/10/2017, Common starting date is 02/21/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFNBX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS 529-B) | 02/21/2002 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 18.75 | 10.26 | 13.18 | 6.44 | 7.55 | NA | … | … | 6.36 | 11.53 | 2.52 | 8.00 | 30.41 | 16.09 | -2.74 | 13.18 | 32.15 | -40.18 | 12.62 | 18.22 | 10.66 | 12.83 | 30.15 | -15.28 |
| Sharpe Ratio | NA | 1.78 | 0.78 | 1.02 | 0.30 | NA | NA | … | … | 3.92 | 0.84 | 0.17 | 0.70 | 2.74 | 1.22 | -0.12 | 0.72 | 1.21 | -1.10 | 0.62 | 1.44 | 0.88 | 1.18 | 2.14 | -0.88 |
| Standard Deviation(%) | NA | 10.27 | 12.98 | 12.78 | 20.35 | NA | NA | … | … | 6.43 | 13.47 | 15.01 | 11.46 | 11.09 | 13.30 | 24.05 | 18.11 | 26.47 | 37.30 | 15.65 | 10.39 | 9.62 | 10.11 | 13.75 | 21.14 |
| Draw Down(%) | NA | 6.21 | 13.73 | 13.73 | 53.81 | NA | NA | … | … | 1.81 | 11.19 | 12.29 | 8.43 | 6.16 | 10.56 | 22.40 | 14.80 | 23.16 | 50.76 | 10.23 | 10.88 | 7.24 | 7.72 | 14.91 | 30.66 |
| Yield(%) | 0.00 | 3.90 | 5.35 | 5.29 | 3.35 | 3.94 | 3.15 | … | … | 0.00 | 4.01 | 4.95 | 7.82 | 2.73 | 0.81 | 0.79 | 0.93 | 0.93 | 1.27 | 6.63 | 4.96 | 0.90 | 0.97 | 0.35 | 0.27 |
Data as of 04/10/2017, 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 |
|---|---|---|---|---|
| CFNBX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS 529-B) |
-13.19%
Feb 2006 – Feb 2009 |
-3.65%
Feb 2004 – Feb 2009 |
4.71%
May 2002 – May 2012 |
7.52%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFNBX (AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS 529-B) |
22.91%
Mar 2003 – Mar 2006 |
20.74%
Feb 2009 – Feb 2014 |
9.72%
Mar 2003 – Mar 2013 |
7.52%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison Chart