American Funds Fundamental Invs C (AFICX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Performance overview
Morningstar return ratingN/A1
Year-to-date return15.91%
5-year average return12.58%
Number of years up17
Number of years down5
Best 1-yr total return (2 Jul 2024)32.26%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return32.26%
Worst 3-yr total return4.68%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnAFICXCategory
YTD14.28%5.31%
1-month2.84%-4.19%
3-month2.71%3.90%
1-year25.42%20.31%
3-year8.11%6.48%
5-year12.59%11.78%
10-year10.74%10.96%
Last bull market28.52%25.56%
Last bear market-15.95%-15.11%
Annual total return (%) history
YearAFICXCategory
2024N/AN/A
202324.92%22.32%
2022-17.30%-16.96%
202121.59%26.07%
202014.08%15.83%
201926.65%28.78%
2018-7.35%-6.27%
201722.37%20.44%
201611.65%10.37%
20152.56%-1.07%
20148.08%10.96%
201330.45%31.50%
201216.21%14.96%
2011-2.67%-1.27%
201013.13%14.01%
200932.26%28.17%
2008-40.16%-37.79%
200712.65%6.16%
200618.23%14.17%
200510.76%5.88%
200412.96%10.02%
200330.93%27.05%
2002-18.06%-22.25%
2001N/A-13.50%
Past quarterly returns (%)
YearQ1Q2Q3Q4
202411.27%2.71%N/AN/A
20235.75%7.65%-2.97%13.11%
2022-5.96%-15.95%-5.41%10.62%
20216.12%7.07%-1.38%8.51%
2020-21.05%19.00%6.74%13.76%
201911.76%2.60%-0.28%10.77%
2018-0.71%2.32%4.41%-12.65%
20176.39%2.92%5.01%6.43%
20160.28%3.21%3.90%3.82%
20151.41%1.10%-7.28%7.89%
20140.16%4.76%0.27%2.72%
20138.47%3.32%6.09%9.72%
201211.37%-3.82%6.25%2.11%
20116.42%-0.64%-17.11%11.05%
20104.10%-11.61%11.83%9.95%
2009-7.00%16.92%14.93%5.84%
2008-7.99%0.30%-15.30%-23.45%
20072.28%8.23%3.00%-1.20%
20067.12%1.16%1.94%7.02%
2005-0.85%1.24%7.76%2.40%
20041.49%0.83%0.73%9.58%
2003-6.02%16.01%3.48%16.06%
20022.24%-8.75%-17.76%6.80%
20014.33%-15.67%11.53%N/A
Rank in category (by total return)
YTD44
1-month52
3-month57
1-year23
3-year56
5-year69
Load adjusted returns
1-year24.42%
3-year8.11%
5-year12.59%
10-year10.74%
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