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American Funds Fundamental Invs 529-F-2 (FFXFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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82.30+0.60 (+0.73%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.48%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (2 Jul 2024)26.15%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return26.15%
Worst 3-yr total return8.94%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFFXFXCategory
YTD14.82%5.31%
1-month2.91%-4.19%
3-month2.93%3.90%
1-year26.62%20.31%
3-year9.16%6.48%
5-year13.61%11.78%
10-year11.69%10.96%
Last bull market29.06%25.56%
Last bear market-15.75%-15.11%

Annual total return (%) history

Year
FFXFXCategory
2024
N/AN/A
2023
26.15%22.32%
2022
-16.48%-16.96%
2021
22.73%26.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.55%2.93%N/AN/A
20236.01%7.91%-2.74%13.39%
2022-5.73%-15.75%-5.17%10.89%
20216.37%7.32%-1.14%8.75%

Rank in category (by total return)

YTD38
1-month51
3-month53
1-year15
3-year37
5-year57

Load adjusted returns

1-year26.62%
3-year9.16%
5-year13.61%
10-year11.69%