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American Funds Fundamental Investors Class A (ANCFX)

Mutual Fund · Currency in USD · Last updated Dec 3, 2022

Fund Info

ISINUS3608021024
CUSIP360802102
IssuerAmerican Funds
Inception DateJan 8, 1978
CategoryLarge Cap Blend Equities
Expense Ratio0.59%
ETF Home Pagewww.capitalgroup.com
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Trading Data

Previous Close$64.24
Year Range$55.53 - $74.11
EMA (50)$61.02
EMA (200)$63.44

ANCFXShare Price Chart


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ANCFXPerformance

The chart shows the growth of $10,000 invested in American Funds Fundamental Investors Class A in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $39,376 for a total return of roughly 293.76%. All prices are adjusted for splits and dividends.


-15.00%-10.00%-5.00%0.00%5.00%JulyAugustSeptemberOctoberNovemberDecember
-0.60%
-1.21%
ANCFX (American Funds Fundamental Investors Class A)
Benchmark (^GSPC)

ANCFXCompare to other instruments

Search for stocks, ETFs, and funds to compare with ANCFX

ANCFXReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M7.01%5.59%
6M-1.61%-2.52%
YTD-12.98%-14.57%
1Y-7.60%-9.78%
5Y8.26%9.04%
10Y12.07%11.20%

ANCFXMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2022-5.69%-2.15%2.10%-8.14%1.25%-9.45%7.52%-3.36%-8.79%8.07%7.15%-0.09%
2021-1.10%3.86%3.49%4.28%1.80%1.03%1.15%2.41%-4.62%5.86%-2.38%5.17%
2020-1.16%-6.90%-14.07%11.77%4.38%2.20%4.54%5.66%-3.18%-2.44%11.62%4.67%
20197.90%2.48%1.26%3.79%-7.13%6.65%0.78%-2.14%1.31%3.03%4.24%3.33%
20186.20%-4.27%-2.16%0.19%1.71%0.59%3.02%0.74%0.81%-6.89%1.53%-7.56%
20172.87%2.86%0.75%1.19%2.15%-0.25%2.72%0.13%2.30%2.88%1.75%1.84%
2016-5.17%-0.64%6.66%1.61%1.41%0.32%2.94%0.49%0.66%-1.11%3.67%1.41%
2015-2.46%6.16%-1.61%2.13%1.05%-1.83%1.75%-6.21%-2.66%9.29%0.71%-1.80%
2014-3.81%4.42%0.15%0.25%2.69%1.95%-1.97%4.08%-1.53%1.26%2.28%0.72%
20134.83%0.66%3.00%2.49%2.72%-1.65%4.01%-2.51%4.82%4.38%2.18%3.61%
20125.14%4.03%1.99%-0.38%-6.94%3.96%1.56%2.32%2.42%-0.72%1.56%1.48%
20112.29%3.60%0.58%2.97%-1.62%-1.72%-2.84%-6.17%-8.89%11.14%-0.17%0.26%
2010-5.55%2.19%6.19%0.71%-8.46%-3.97%7.47%-4.12%8.76%3.70%-0.86%7.16%

ANCFXSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current American Funds Fundamental Investors Class A Sharpe ratio is -0.38. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.80-0.60-0.40-0.200.00JulyAugustSeptemberOctoberNovemberDecember
-0.38
-0.46
ANCFX (American Funds Fundamental Investors Class A)
Benchmark (^GSPC)

ANCFXDividend History

American Funds Fundamental Investors Class A granted a 11.55% dividend yield in the last twelve months. The annual payout for that period amounted to $7.42 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$7.42$8.33$1.80$4.55$5.73$4.78$2.54$3.18$5.12$1.80$0.63$0.59$0.55

Dividend yield

11.55%11.29%2.99%8.68%13.94%10.84%7.09%10.02%16.67%6.49%3.00%3.32%3.00%

ANCFXDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%2022FebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember
-13.32%
-15.11%
ANCFX (American Funds Fundamental Investors Class A)
Benchmark (^GSPC)

ANCFXWorst Drawdowns

The table below shows the maximum drawdowns of the American Funds Fundamental Investors Class A. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the American Funds Fundamental Investors Class A is 33.93%, recorded on Mar 23, 2020. It took 111 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-33.93%Feb 20, 202023Mar 23, 2020111Aug 28, 2020134
-25.07%Dec 28, 2021192Sep 30, 2022
-22.12%May 2, 2011108Oct 3, 2011115Mar 19, 2012223
-18.46%Jan 29, 2018229Dec 24, 201881Apr 23, 2019310
-14.74%Apr 16, 201055Jul 2, 201085Nov 2, 2010140
-13.55%Dec 2, 201549Feb 11, 201646Apr 19, 201695
-12.14%Jun 24, 201544Aug 25, 201568Dec 1, 2015112
-10.43%Apr 3, 201242Jun 1, 201253Aug 17, 201295
-8.81%Jan 15, 201016Feb 8, 201025Mar 16, 201041
-8.36%Sep 22, 201418Oct 15, 201419Nov 11, 201437

ANCFXVolatility Chart

Current American Funds Fundamental Investors Class A volatility is 19.07%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%15.00%20.00%25.00%30.00%35.00%JulyAugustSeptemberOctoberNovemberDecember
19.07%
20.47%
ANCFX (American Funds Fundamental Investors Class A)
Benchmark (^GSPC)