American Funds Fundamental Investors Class A (ANCFX)
Fund Info
US3608021024
360802102
Jan 8, 1978
Large-Cap
Blend
Expense Ratio
ANCFX has an expense ratio of 0.59%, placing it in the medium range.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
American Funds Fundamental Investors Class A (ANCFX) returned 3.81% year-to-date (YTD) and 4.11% over the past 12 months. Over the past 10 years, ANCFX returned 5.97% annually, underperforming the S&P 500 benchmark at 10.79%.
ANCFX
3.81%
10.09%
-3.66%
4.11%
10.70%
5.97%
^GSPC (Benchmark)
0.60%
9.64%
-0.54%
11.47%
15.67%
10.79%
Monthly Returns
The table below presents the monthly returns of ANCFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.29% | -2.30% | -5.00% | 0.72% | 6.48% | 3.81% | |||||||
| 2024 | 1.08% | 5.84% | 4.20% | -3.73% | 3.88% | 2.27% | 1.32% | 1.87% | 2.24% | -0.42% | 4.02% | -8.40% | 14.14% |
| 2023 | 6.57% | -2.77% | 2.24% | 1.79% | -0.25% | 5.20% | 3.69% | -1.72% | -4.61% | -2.02% | 9.23% | 2.03% | 20.12% |
| 2022 | -5.69% | -2.15% | 2.10% | -8.14% | 1.25% | -11.27% | 7.52% | -3.36% | -8.79% | 8.07% | 7.15% | -5.61% | -19.45% |
| 2021 | -1.10% | 3.86% | 3.49% | 4.28% | 1.80% | -1.70% | 1.15% | 2.41% | -4.62% | 5.86% | -2.38% | -1.83% | 11.19% |
| 2020 | -1.16% | -6.90% | -14.07% | 11.77% | 4.38% | 0.84% | 4.54% | 5.66% | -3.18% | -2.44% | 11.62% | 4.67% | 13.38% |
| 2019 | 7.90% | 2.48% | 1.26% | 3.79% | -7.13% | 5.63% | 0.78% | -2.14% | 1.31% | 3.03% | 4.24% | -1.54% | 20.43% |
| 2018 | 6.20% | -4.27% | -2.16% | 0.19% | 1.71% | -0.23% | 3.02% | 0.74% | 0.81% | -6.89% | 1.53% | -14.58% | -14.54% |
| 2017 | 2.87% | 2.86% | 0.76% | 1.19% | 2.15% | -1.30% | 2.72% | 0.13% | 2.30% | 2.88% | 1.75% | -3.20% | 15.96% |
| 2016 | -5.17% | -0.64% | 6.66% | 1.61% | 1.41% | -0.46% | 2.94% | 0.49% | 0.66% | -1.11% | 3.67% | -0.87% | 9.10% |
| 2015 | -2.46% | 6.16% | -1.59% | 2.13% | 1.05% | -1.83% | 1.75% | -6.21% | -2.66% | 9.29% | 0.71% | -4.97% | 0.32% |
| 2014 | -3.81% | 4.42% | 0.19% | 0.25% | 2.69% | 1.95% | -1.97% | 4.08% | -1.52% | 1.26% | 2.28% | 0.85% | 10.87% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ANCFX is 37, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for American Funds Fundamental Investors Class A (ANCFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Loading data...
Dividends
Dividend History
American Funds Fundamental Investors Class A provided a 1.10% dividend yield over the last twelve months, with an annual payout of $0.92 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.92 | $0.92 | $0.84 | $0.96 | $0.94 | $1.03 | $0.94 | $0.99 | $0.91 | $0.87 | $1.53 | $5.20 |
Dividend yield | 1.10% | 1.14% | 1.17% | 1.60% | 1.24% | 1.48% | 1.51% | 1.89% | 1.47% | 1.59% | 3.01% | 10.00% |
Monthly Dividends
The table displays the monthly dividend distributions for American Funds Fundamental Investors Class A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | |||||||
| 2024 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.41 | $0.92 |
| 2023 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.33 | $0.84 |
| 2022 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.45 | $0.96 |
| 2021 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.43 | $0.94 |
| 2020 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.52 | $1.03 |
| 2019 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.44 | $0.94 |
| 2018 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.51 | $0.99 |
| 2017 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.44 | $0.91 |
| 2016 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.41 | $0.87 |
| 2015 | $0.00 | $0.00 | $0.91 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.32 | $1.53 |
| 2014 | $0.76 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $4.16 | $5.20 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Loading data...
Worst Drawdowns
The table below displays the maximum drawdowns of the American Funds Fundamental Investors Class A. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the American Funds Fundamental Investors Class A was 52.37%, occurring on Mar 9, 2009. Recovery took 882 trading sessions.
The current American Funds Fundamental Investors Class A drawdown is 7.45%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.37% | Nov 1, 2007 | 338 | Mar 9, 2009 | 882 | Sep 6, 2012 | 1220 |
| -37.3% | Sep 5, 2000 | 526 | Oct 9, 2002 | 522 | Nov 3, 2004 | 1048 |
| -36.1% | Aug 26, 1987 | 73 | Dec 4, 1987 | 449 | Aug 24, 1989 | 522 |
| -34.04% | Jan 29, 2018 | 541 | Mar 23, 2020 | 114 | Sep 2, 2020 | 655 |
| -31.02% | Nov 17, 2021 | 219 | Sep 30, 2022 | 368 | Mar 20, 2024 | 587 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...