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American Funds Fundamental Invs F3 (FUNFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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76.16-0.35 (-0.46%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.43%
5-year average return12.07%
Number of years up4
Number of years down2
Best 1-yr total return (29 Apr 2024)28.00%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return28.00%
Worst 3-yr total return5.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFUNFXCategory
YTD11.58%14.84%
1-month4.24%1.65%
3-month11.58%7.55%
1-year32.89%40.47%
3-year10.80%16.77%
5-year13.78%16.15%
10-year12.07%13.21%
Last bull market38.39%24.09%
Last bear market-15.72%-17.61%

Annual total return (%) history

Year
FUNFXCategory
2024
N/AN/A
2023
26.26%N/A
2022
-16.40%N/A
2021
22.86%N/A
2020
15.32%15.83%
2019
28.00%28.78%
2018
-6.34%-6.27%
2017
N/A20.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.58%N/AN/AN/A
20236.02%7.93%-2.70%13.41%
2022-5.71%-15.72%-5.14%10.92%
20216.39%7.37%-1.12%8.78%
2020-20.84%19.31%7.03%14.08%
201912.05%2.88%-0.01%11.05%
2018-0.44%2.58%4.70%-12.41%
20173.21%5.29%6.72%N/A

Rank in category (by total return)

YTD22
1-month14
3-month22
1-year14
3-year37
5-year58

Load adjusted returns

1-year32.89%
3-year10.80%
5-year13.78%
10-year12.07%