- ISIN
- US3608021024
- CUSIP
- 360802102
- Issuer
- American Funds
- Inception Date
- Aug 1, 1978
- Region
- North America (U.S.)
- Category
- Large Cap Blend Equities, Actively Managed
- Index Tracked
- No Index (Active)
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
ANCFX Performance Chart
American Funds Fundamental Investors Class A (ANCFX) is up 12.9% since the beginning of the year. ANCFX is currently trading at $102 per share. Investors who bought $1,000 worth of ANCFX shares 5 years ago would now be looking at an investment worth $1,953.
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Returns By Period
American Funds Fundamental Investors Class A (ANCFX) has returned 12.89% so far this year and 23.41% over the past 12 months. Looking at the last ten years, ANCFX has achieved an annualized return of 14.37%, outperforming the S&P 500 Index benchmark, which averaged 13.17% per year.
American Funds Fundamental Investors Class A
- 1D
- -0.86%
- 1M
- -0.24%
- 6M
- 8.42%
- YTD
- 12.89%
- 1Y
- 23.41%
- 3Y*
- 22.86%
- 5Y*
- 14.33%
- 10Y*
- 14.37%
Benchmark (S&P 500 Index)
- 1D
- -1.01%
- 1M
- 0.51%
- 6M
- 7.46%
- YTD
- 8.94%
- 1Y
- 18.43%
- 3Y*
- 17.86%
- 5Y*
- 11.50%
- 10Y*
- 13.17%
ANCFX Monthly Returns History
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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.84% | 0.31% | -7.21% | 12.10% | 6.04% | -0.15% | -1.59% | 12.89% | |||||
| 2025 | 4.29% | -2.30% | -5.00% | 0.72% | 7.64% | 6.47% | 1.80% | 1.00% | 3.68% | 2.51% | 1.46% | 0.27% | 24.21% |
| 2024 | 1.08% | 5.84% | 4.20% | -3.73% | 3.88% | 2.90% | 1.32% | 1.87% | 2.24% | -0.42% | 4.02% | -2.11% | 22.73% |
| 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% |
Benchmark Metrics
American Funds Fundamental Investors Class A has an annualized alpha of 3.06%, beta of 0.86, and R2 of 0.74 versus S&P 500 Index. Calculated based on daily prices since January 02, 1980.
- This fund captured 100.09% of S&P 500 Index gains but only 92.28% of its losses - a favorable profile for investors.
- This fund generated an annualized alpha of 3.06% 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.
- Alpha
- 3.06%
- Beta
- 0.86
- R²
- 0.74
- Upside Capture
- 100.09%
- Downside Capture
- 92.28%
Expense Ratio
ANCFX has an expense ratio of 0.57%, placing it in the medium range.
Return for Risk
Risk / Return Rank
ANCFX ranks 48 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for American Funds Fundamental Investors Class A (ANCFX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ANCFX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.15 | ||
| Sortino ratioReturn per unit of downside risk | +0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.27 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.25 | 2.03 | +0.21 |
| Martin ratioReturn relative to average drawdown | 9.95 | 8.80 | +1.15 |
Dividends
Dividend History
American Funds Fundamental Investors Class A provided a 7.38% dividend yield over the last twelve months, with an annual payout of $7.52 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $7.52 | $7.85 | $7.18 | $4.15 | $3.00 | $8.33 | $1.80 | $4.28 | $4.87 | $4.53 | $2.57 | $3.08 |
Dividend yield | 7.38% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $1.74 | $0.00 | $1.91 | |||||
| 2025 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $2.06 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $5.45 | $7.85 |
| 2024 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $6.17 | $7.18 |
| 2023 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.82 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $2.99 | $4.15 |
| 2022 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $1.37 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $1.29 | $3.00 |
| 2021 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $2.29 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $5.70 | $8.33 |
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.
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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 53.29%, occurring on Mar 9, 2009. Recovery took 889 trading sessions.
The current American Funds Fundamental Investors Class A drawdown is 1.95%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-53.29%Mar 2009 | 1y 4mo | 3y 6mo | 4y 10moNov 2007 - Sep 2012 | Financial crisis2007–2009 |
-38.02%Oct 2002 | 2y 1mo | 2y 27d | 4y 2moSep 2000 - Nov 2004 | Dot-com crash2000–2002 |
-36.55%Dec 1987 | 3mo 10d | 1y 9mo | 2y 5dAug 1987 - Aug 1989 | Black Monday1987 |
-33.93%Mar 2020 | 1mo 2d | 5mo 8d | 6mo 10dFeb 2020 - Aug 2020 | COVID crash2020 |
-25.07%Sep 2022 | 9mo 6d | 1y 2mo | 1y 11moDec 2021 - Dec 2023 | Bear market2022 |
Drawdown Indicators
| ANCFX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.29% | -56.78% | +3.49% |
Max Drawdown (1Y)Largest decline over 1 year | -10.66% | -9.10% | -1.56% |
Max Drawdown (3Y)Largest decline over 3 years | -17.97% | -18.90% | +0.93% |
Max Drawdown (5Y)Largest decline over 5 years | -25.07% | -25.43% | +0.36% |
Max Drawdown (10Y)Largest decline over 10 years | -33.93% | -33.92% | -0.01% |
Current DrawdownCurrent decline from peak | -1.95% | -2.00% | +0.05% |
Average DrawdownAverage peak-to-trough decline | -7.30% | -10.70% | +3.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 2.10% | +0.30% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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