American Funds Fundamental Investors® Class F-2 (FINFX)

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The chart shows the growth of an initial investment of $10,000 in American Funds Fundamental Investors® Class F-2, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

American Funds Fundamental Investors® Class F-2 (FINFX) has returned -6.09% so far this year and 20.68% over the past 12 months. Looking at the last ten years, FINFX has achieved an annualized return of 13.15%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Aug 1, 2008, FINFX's average daily return is +0.05%, while the average monthly return is +0.96%. At this rate, your investment would double in approximately 6.0 years.

Historically, 67% of months were positive and 33% were negative. The best month was Apr 2020 with a return of +11.8%, while the worst month was Oct 2008 at -18.7%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 5 months.

On a daily basis, FINFX closed higher 54% of trading days. The best single day was Oct 13, 2008 with a return of +10.4%, while the worst single day was Mar 16, 2020 at -12.3%.

American Funds Fundamental Investors® Class F-2 has an annualized alpha of 1.53%, beta of 0.95, and R² of 0.95 versus S&P 500 Index. Calculated based on daily prices since August 04, 2008.

• This fund captured 102.91% of S&P 500 Index gains but only 97.88% of its losses — a favorable profile for investors.
• With beta of 0.95 and R² of 0.95, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

FINFX has an expense ratio of 0.39%, placing it in the medium range.

FINFX ranks 69 for risk / return — better than 69% 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 F-2 (FINFX) and compare them to a chosen benchmark (S&P 500 Index).

American Funds Fundamental Investors® Class F-2 provided a 9.32% dividend yield over the last twelve months, with an annual payout of $8.02 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 F-2. 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 F-2. 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 F-2 was 46.54%, occurring on Mar 9, 2009. Recovery took 452 trading sessions.

The current American Funds Fundamental Investors® Class F-2 drawdown is 10.64%.

The chart below shows the rolling one-month volatility.