American Funds Fundamental Investors Class A (ANCFX)
Fund Info
| ISIN | US3608021024 |
|---|---|
| CUSIP | 360802102 |
| Issuer | American Funds |
| Inception Date | Jan 8, 1978 |
| Category | Large Cap Blend Equities |
| Expense Ratio | 0.59% |
| ETF Home Page | www.capitalgroup.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Trading Data
| Previous Close | $64.24 |
|---|---|
| Year Range | $55.53 - $74.11 |
| EMA (50) | $61.02 |
| EMA (200) | $63.44 |
ANCFXShare Price Chart
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ANCFXPerformance
The chart shows the growth of $10,000 invested in American Funds Fundamental Investors Class A in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $39,376 for a total return of roughly 293.76%. All prices are adjusted for splits and dividends.
ANCFXCompare to other instruments
ANCFXReturns in periods
| Period | Return | Benchmark |
|---|---|---|
| 1M | 7.01% | 5.59% |
| 6M | -1.61% | -2.52% |
| YTD | -12.98% | -14.57% |
| 1Y | -7.60% | -9.78% |
| 5Y | 8.26% | 9.04% |
| 10Y | 12.07% | 11.20% |
ANCFXMonthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -5.69% | -2.15% | 2.10% | -8.14% | 1.25% | -9.45% | 7.52% | -3.36% | -8.79% | 8.07% | 7.15% | -0.09% |
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
| 2013 | 4.83% | 0.66% | 3.00% | 2.49% | 2.72% | -1.65% | 4.01% | -2.51% | 4.82% | 4.38% | 2.18% | 3.61% |
| 2012 | 5.14% | 4.03% | 1.99% | -0.38% | -6.94% | 3.96% | 1.56% | 2.32% | 2.42% | -0.72% | 1.56% | 1.48% |
| 2011 | 2.29% | 3.60% | 0.58% | 2.97% | -1.62% | -1.72% | -2.84% | -6.17% | -8.89% | 11.14% | -0.17% | 0.26% |
| 2010 | -5.55% | 2.19% | 6.19% | 0.71% | -8.46% | -3.97% | 7.47% | -4.12% | 8.76% | 3.70% | -0.86% | 7.16% |
ANCFXDividend History
American Funds Fundamental Investors Class A granted a 11.55% dividend yield in the last twelve months. The annual payout for that period amounted to $7.42 per share.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 11.55% | 11.29% | 2.99% | 8.68% | 13.94% | 10.84% | 7.09% | 10.02% | 16.67% | 6.49% | 3.00% | 3.32% | 3.00% |
ANCFXDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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, 2020 | 23 | Mar 23, 2020 | 111 | Aug 28, 2020 | 134 |
| -25.07% | Dec 28, 2021 | 192 | Sep 30, 2022 | — | — | — |
| -22.12% | May 2, 2011 | 108 | Oct 3, 2011 | 115 | Mar 19, 2012 | 223 |
| -18.46% | Jan 29, 2018 | 229 | Dec 24, 2018 | 81 | Apr 23, 2019 | 310 |
| -14.74% | Apr 16, 2010 | 55 | Jul 2, 2010 | 85 | Nov 2, 2010 | 140 |
| -13.55% | Dec 2, 2015 | 49 | Feb 11, 2016 | 46 | Apr 19, 2016 | 95 |
| -12.14% | Jun 24, 2015 | 44 | Aug 25, 2015 | 68 | Dec 1, 2015 | 112 |
| -10.43% | Apr 3, 2012 | 42 | Jun 1, 2012 | 53 | Aug 17, 2012 | 95 |
| -8.81% | Jan 15, 2010 | 16 | Feb 8, 2010 | 25 | Mar 16, 2010 | 41 |
| -8.36% | Sep 22, 2014 | 18 | Oct 15, 2014 | 19 | Nov 11, 2014 | 37 |
ANCFXVolatility Chart
Current American Funds Fundamental Investors Class A volatility is 19.07%. 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.