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American Funds Fundamental Invs 529E (CFNEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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80.88-0.26 (-0.32%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.54%
5-year average return13.13%
Number of years up17
Number of years down4
Best 1-yr total return (27 June 2024)32.90%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return32.90%
Worst 3-yr total return5.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCFNEXCategory
YTD11.34%5.31%
1-month3.85%-4.19%
3-month4.14%3.90%
1-year30.09%20.31%
3-year7.97%6.48%
5-year13.94%11.78%
10-year11.17%10.96%
Last bull market28.79%25.56%
Last bear market-15.84%-15.11%

Annual total return (%) history

Year
CFNEXCategory
2024
N/AN/A
2023
25.53%22.32%
2022
-16.89%-16.96%
2021
22.16%26.07%
2020
14.65%15.83%
2019
27.24%28.78%
2018
-6.89%-6.27%
2017
22.97%20.44%
2016
12.20%10.37%
2015
3.04%-1.07%
2014
8.58%10.96%
2013
31.10%31.50%
2012
16.73%14.96%
2011
-2.23%-1.27%
2010
13.66%14.01%
2009
32.90%28.17%
2008
-39.90%-37.79%
2007
13.14%6.16%
2006
18.80%14.17%
2005
11.23%5.88%
2004
13.40%10.02%
2003
31.42%27.05%
2002
N/A-22.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.40%N/AN/AN/A
20235.87%7.78%-2.86%13.25%
2022-5.85%-15.84%-5.28%10.74%
20216.26%7.20%-1.27%8.63%
2020-20.96%19.15%6.87%13.90%
201911.87%2.73%-0.16%10.88%
2018-0.59%2.44%4.54%-12.54%
20176.50%3.06%5.15%6.55%
20160.40%3.32%4.06%3.93%
20151.52%1.23%-7.19%8.02%
20140.26%4.89%0.39%2.86%
20138.63%3.44%6.23%9.84%
201211.50%-3.72%6.36%2.22%
20116.49%-0.49%-17.02%11.19%
20104.21%-11.54%12.00%10.08%
2009-6.87%17.03%15.06%5.98%
2008-7.87%0.41%-15.21%-23.38%
20072.38%8.36%3.11%-1.09%
20067.26%1.31%2.06%7.13%
2005-0.72%1.34%7.86%2.51%
20041.61%0.95%0.80%9.68%
2003-5.93%16.09%3.60%16.16%
2002-8.65%-17.67%6.93%N/A

Rank in category (by total return)

YTD29
1-month69
3-month22
1-year18
3-year53
5-year64

Load adjusted returns

1-year30.09%
3-year7.97%
5-year13.94%
10-year11.17%