American Funds Fundamental Invs F1 (AFIFX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Performance overview
Morningstar return ratingN/A1
Year-to-date return8.49%
5-year average return11.90%
Number of years up17
Number of years down5
Best 1-yr total return (22 Apr 2024)33.40%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return33.40%
Worst 3-yr total return5.42%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnAFIFXCategory
YTD11.47%14.84%
1-month4.20%1.65%
3-month11.47%7.55%
1-year32.36%40.47%
3-year10.38%16.77%
5-year13.35%16.15%
10-year11.75%13.21%
Last bull market37.95%24.09%
Last bear market-15.80%-17.61%
Annual total return (%) history
YearAFIFXCategory
2024N/AN/A
202325.79%N/A
2022-16.71%N/A
202122.42%N/A
202014.89%15.83%
201927.53%28.78%
2018-6.67%-6.27%
201723.27%20.44%
201612.45%10.37%
20153.33%-1.07%
20148.87%10.96%
201331.42%31.50%
201217.13%14.96%
2011-1.92%-1.27%
201014.01%14.01%
200933.40%28.17%
2008-39.69%-37.79%
200713.55%6.16%
200619.21%14.17%
200511.64%5.88%
200413.84%10.02%
200331.92%27.05%
2002-17.38%-22.25%
2001N/A-13.50%
Past quarterly returns (%)
YearQ1Q2Q3Q4
202411.47%N/AN/AN/A
20235.93%7.82%-2.79%13.30%
2022-5.80%-15.80%-5.23%10.82%
20216.31%7.25%-1.20%8.68%
2020-20.92%19.20%6.94%13.97%
201911.93%2.79%-0.10%10.96%
2018-0.54%2.51%4.61%-12.49%
20176.59%3.12%5.20%6.62%
20160.46%3.38%4.12%3.99%
20151.58%1.30%-7.11%8.10%
20140.35%4.95%0.45%2.91%
20138.68%3.51%6.28%9.92%
201211.57%-3.61%6.44%2.32%
20116.59%-0.43%-16.94%11.27%
20104.29%-11.45%12.07%10.15%
2009-6.77%17.11%15.15%6.11%
2008-7.81%0.49%-15.11%-23.32%
20072.47%8.47%3.19%-1.00%
20067.35%1.37%2.14%7.24%
2005-0.67%1.43%7.98%2.62%
20041.68%1.06%0.89%9.80%
2003-5.82%16.19%3.68%16.27%
20022.45%-8.57%-17.60%7.04%
20014.55%-15.49%11.73%N/A
Rank in category (by total return)
YTD23
1-month14
3-month23
1-year14
3-year47
5-year64
Load adjusted returns
1-year32.36%
3-year10.38%
5-year13.35%
10-year11.75%
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