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American Funds Fundamental Investors Class A (ANCFX)

Mutual Fund · Currency in USD · Last updated Jun 30, 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$59.32
Year Range$57.47 - $74.32
EMA (50)$62.72
EMA (200)$67.06

ANCFXShare Price Chart


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ANCFXPerformance

The chart shows the growth of $10,000 invested in American Funds Fundamental Investors Class A on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $36,258 for a total return of roughly 262.58%. All prices are adjusted for splits and dividends.


ANCFX (American Funds Fundamental Investors Class A)
Benchmark (^GSPC)

ANCFXReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-9.29%-8.16%
YTD-19.87%-19.88%
6M-20.02%-20.21%
1Y-14.08%-11.00%
5Y8.55%9.57%
10Y11.90%10.82%

ANCFXMonthly Returns Heatmap


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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 -0.74. 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.


ANCFX (American Funds Fundamental Investors Class A)
Benchmark (^GSPC)

ANCFXDividend History

American Funds Fundamental Investors Class A granted a 12.51% 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

12.51%11.26%2.98%8.65%13.90%10.80%7.07%9.99%16.62%6.47%3.00%3.31%3.00%

ANCFXDrawdowns Chart

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


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
-22.67%Dec 28, 2021119Jun 16, 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 29.08%. 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.


ANCFX (American Funds Fundamental Investors Class A)
Benchmark (^GSPC)

Portfolios with American Funds Fundamental Investors Class A


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