American Funds Fundamental Investors Class A (ANCFX)
Fund Info
US3608021024
360802102
Jan 8, 1978
Large-Cap
Blend
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in American Funds Fundamental Investors Class A, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
American Funds Fundamental Investors Class A had a return of 23.75% year-to-date (YTD) and 31.35% in the last 12 months. Over the past 10 years, American Funds Fundamental Investors Class A had an annualized return of 12.15%, outperforming the S&P 500 benchmark which had an annualized return of 11.16%.
ANCFX
23.75%
0.48%
10.02%
31.35%
13.77%
12.15%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.08% | 5.84% | 4.20% | -3.73% | 3.88% | 2.90% | 1.32% | 1.87% | 2.24% | -0.42% | 23.75% | ||
| 2023 | 6.57% | -2.77% | 2.24% | 1.79% | -0.25% | 6.23% | 3.69% | -1.72% | -4.61% | -2.02% | 9.23% | 5.88% | 25.86% |
| 2022 | -5.69% | -2.15% | 2.10% | -8.14% | 1.25% | -9.45% | 7.52% | -3.36% | -8.79% | 8.07% | 7.15% | -4.31% | -16.66% |
| 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% | 22.43% |
| 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% | 14.92% |
| 2019 | 7.90% | 2.48% | 1.26% | 3.79% | -7.13% | 6.65% | 0.78% | -2.14% | 1.31% | 3.03% | 4.24% | 3.33% | 27.62% |
| 2018 | 6.20% | -4.27% | -2.16% | 0.19% | 1.71% | 0.59% | 3.02% | 0.74% | 0.81% | -6.89% | 1.53% | -7.56% | -6.76% |
| 2017 | 2.87% | 2.86% | 0.75% | 1.19% | 2.15% | -0.25% | 2.72% | 0.13% | 2.30% | 2.88% | 1.75% | 1.84% | 23.29% |
| 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% | 12.47% |
| 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% | 3.63% |
| 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% | 10.67% |
| 2013 | 4.83% | 0.65% | 3.00% | 2.49% | 2.72% | -1.65% | 4.01% | -2.51% | 4.83% | 4.38% | 2.18% | 3.61% | 32.17% |
Expense Ratio
ANCFX features an expense ratio of 0.59%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of ANCFX is 81, placing it in the top 19% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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.
Dividends
Dividend History
American Funds Fundamental Investors Class A provided a 0.96% dividend yield over the last twelve months, with an annual payout of $0.84 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.84 | $0.84 | $0.96 | $0.94 | $1.03 | $0.94 | $0.99 | $0.91 | $0.87 | $1.51 | $5.12 | $1.80 |
Dividend yield | 0.96% | 1.17% | 1.60% | 1.24% | 1.48% | 1.51% | 1.89% | 1.47% | 1.59% | 2.98% | 9.83% | 3.46% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.51 | |
| 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 | $0.90 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.32 | $1.51 |
| 2014 | $0.00 | $0.00 | $0.74 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $4.10 | $5.12 |
| 2013 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $1.43 | $1.80 |
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.
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 52.56%, occurring on Mar 9, 2009. Recovery took 883 trading sessions.
The current American Funds Fundamental Investors Class A drawdown is 1.71%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.56% | Nov 1, 2007 | 338 | Mar 9, 2009 | 883 | Sep 7, 2012 | 1221 |
| -36.3% | Sep 5, 2000 | 526 | Oct 9, 2002 | 322 | Jan 20, 2004 | 848 |
| -36.11% | Aug 26, 1987 | 73 | Dec 4, 1987 | 449 | Aug 24, 1989 | 522 |
| -33.93% | Feb 20, 2020 | 23 | Mar 23, 2020 | 111 | Aug 28, 2020 | 134 |
| -26.9% | Oct 10, 1989 | 263 | Oct 11, 1990 | 166 | May 31, 1991 | 429 |
Volatility
Volatility Chart
The current American Funds Fundamental Investors Class A volatility is 3.73%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.