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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
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
7.43%
5-year average return
12.07%
Number of years up
4
Number of years down
2
Best 1-yr total return (29 Apr 2024)
28.00%
Worst 1-yr total return (29 Apr 2024)
N/A
Best 3-yr total return
28.00%
Worst 3-yr total return
5.81%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
FUNFX
Category
YTD
11.58%
14.84%
1-month
4.24%
1.65%
3-month
11.58%
7.55%
1-year
32.89%
40.47%
3-year
10.80%
16.77%
5-year
13.78%
16.15%
10-year
12.07%
13.21%
Last bull market
38.39%
24.09%
Last bear market
-15.72%
-17.61%
Annual total return (%) history
Year
FUNFX
Category
2024
N/A
N/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/A
20.44%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
11.58%
N/A
N/A
N/A
2023
6.02%
7.93%
-2.70%
13.41%
2022
-5.71%
-15.72%
-5.14%
10.92%
2021
6.39%
7.37%
-1.12%
8.78%
2020
-20.84%
19.31%
7.03%
14.08%
2019
12.05%
2.88%
-0.01%
11.05%
2018
-0.44%
2.58%
4.70%
-12.41%
2017
3.21%
5.29%
6.72%
N/A
Rank in category (by total return)
YTD
22
1-month
14
3-month
22
1-year
14
3-year
37
5-year
58
Load adjusted returns
1-year
32.89%
3-year
10.80%
5-year
13.78%
10-year
12.07%
Data disclaimer
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