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American Funds Fundamental Invs F3 (FUNFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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81.40-0.35 (-0.43%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.33%
5-year average return13.86%
Number of years up4
Number of years down2
Best 1-yr total return (20 June 2024)28.00%
Worst 1-yr total return (20 June 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
YTD11.63%5.31%
1-month3.91%-4.19%
3-month4.28%3.90%
1-year30.86%20.31%
3-year8.61%6.48%
5-year14.62%11.78%
10-year11.75%10.96%
Last bull market29.12%25.56%
Last bear market-15.72%-15.11%

Annual total return (%) history

Year
FUNFXCategory
2024
N/AN/A
2023
26.26%22.32%
2022
-16.40%-16.96%
2021
22.86%26.07%
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)

YTD26
1-month67
3-month19
1-year13
3-year40
5-year54

Load adjusted returns

1-year30.86%
3-year8.61%
5-year14.62%
10-year11.75%