American Funds Fundamental Invs R4 (RFNEX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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As of 08:05AM EDT. Market open.
Performance overview
Morningstar return ratingN/A1
Year-to-date return13.29%
5-year average return13.69%
Number of years up17
Number of years down4
Best 1-yr total return (16 May 2024)33.31%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return33.31%
Worst 3-yr total return5.44%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnRFNEXCategory
YTD7.30%5.31%
1-month-3.75%-4.19%
3-month6.16%3.90%
1-year25.23%20.31%
3-year7.51%6.48%
5-year11.68%11.78%
10-year11.32%10.96%
Last bull market28.92%25.56%
Last bear market-15.80%-15.11%
Annual total return (%) history
YearRFNEXCategory
2024N/AN/A
202325.82%22.32%
2022-16.69%-16.96%
202122.45%26.07%
202014.91%15.83%
201927.56%28.78%
2018-6.66%-6.27%
201723.29%20.44%
201612.47%10.37%
20153.35%-1.07%
20148.90%10.96%
201331.47%31.50%
201217.13%14.96%
2011-1.92%-1.27%
201014.02%14.01%
200933.31%28.17%
2008-39.70%-37.79%
200713.51%6.16%
200619.12%14.17%
200511.61%5.88%
200413.85%10.02%
200331.92%27.05%
2002N/A-22.25%
Past quarterly returns (%)
YearQ1Q2Q3Q4
202411.47%N/AN/AN/A
20235.93%7.83%-2.78%13.31%
2022-5.80%-15.80%-5.22%10.83%
20216.31%7.26%-1.20%8.69%
2020-20.92%19.23%6.94%13.97%
201911.94%2.80%-0.10%10.96%
2018-0.53%2.50%4.62%-12.49%
20176.58%3.14%5.19%6.62%
20160.47%3.39%4.11%4.00%
20151.60%1.30%-7.12%8.11%
20140.35%4.96%0.47%2.91%
20138.68%3.54%6.31%9.90%
201211.59%-3.62%6.45%2.30%
20116.60%-0.44%-16.93%11.25%
20104.32%-11.46%12.05%10.17%
2009-6.79%17.09%15.16%6.07%
2008-7.80%0.49%-15.13%-23.32%
20072.46%8.47%3.18%-1.01%
20067.31%1.38%2.13%7.21%
2005-0.64%1.41%7.95%2.60%
20041.69%1.06%0.92%9.77%
2003-5.81%16.20%3.69%16.24%
20027.03%N/AN/AN/A
Rank in category (by total return)
YTD16
1-month23
3-month10
1-year14
3-year35
5-year61
Load adjusted returns
1-year25.23%
3-year7.51%
5-year11.68%
10-year11.32%
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