American Funds Fundamental Investors Class A (ANCFX)

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American Funds Fundamental Investors Class A (ANCFX) is up 14.1% since the beginning of the year. ANCFX is currently trading at $105 per share. Investors who bought $1,000 worth of ANCFX shares 5 years ago would now be looking at an investment worth $1,969.

American Funds Fundamental Investors Class A (ANCFX) has returned 14.05% so far this year and 32.05% over the past 12 months. Looking at the last ten years, ANCFX has achieved an annualized return of 14.72%, outperforming the S&P 500 Index benchmark, which averaged 13.33% per year.

Based on dividend-adjusted daily data since Jan 2, 1980, ANCFX's average daily return is +0.05%, while the average monthly return is +0.99%. At this rate, an investment would double in approximately 5.9 years.

Historically, 65% of months were positive and 35% were negative. The best month was Jan 1987 with a return of +13.5%, while the worst month was Oct 1987 at -21.0%. The longest winning streak lasted 18 consecutive months, and the longest losing streak was 5 months.

On a daily basis, ANCFX closed higher 53% of trading days. The best single day was Apr 22, 1980 with a return of +36.5%, while the worst single day was Apr 29, 1980 at -22.0%.

American Funds Fundamental Investors Class A has an annualized alpha of 3.04%, beta of 0.86, and R2 of 0.74 versus S&P 500 Index. Calculated based on daily prices since January 03, 1980.

• This fund captured 100.01% of S&P 500 Index gains but only 92.38% of its losses - a favorable profile for investors.
• This fund generated an annualized alpha of 3.04% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 0.86 and R2 of 0.74, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

ANCFX has an expense ratio of 0.59%, placing it in the medium range.

ANCFX ranks 71 for risk / return — better than 71% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for American Funds Fundamental Investors Class A (ANCFX) and compare them to S&P 500 Index.

American Funds Fundamental Investors Class A provided a 7.50% dividend yield over the last twelve months, with an annual payout of $7.85 per share. The fund has been increasing its distributions for 3 consecutive years.

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.

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.

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 53.29%, occurring on Mar 9, 2009. Recovery took 889 trading sessions.

The current American Funds Fundamental Investors Class A drawdown is 0.95%.

The chart below shows the rolling one-month volatility.