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American Funds Fundamental Invs R1 (RFNAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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82.05+0.90 (+1.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.00%
5-year average return12.46%
Number of years up17
Number of years down4
Best 1-yr total return (10 Sept 2024)32.30%
Worst 1-yr total return (10 Sept 2024)N/A
Best 3-yr total return32.30%
Worst 3-yr total return4.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRFNAXCategory
YTD17.78%5.31%
1-month1.80%-4.19%
3-month6.00%3.90%
1-year26.99%20.31%
3-year7.95%6.48%
5-year13.59%11.78%
10-year10.85%10.96%
Last bull market28.53%25.56%
Last bear market-15.95%-15.11%

Annual total return (%) history

Year
RFNAXCategory
2024
N/AN/A
2023
24.91%22.32%
2022
-17.31%-16.96%
2021
21.55%26.07%
2020
14.04%15.83%
2019
26.60%28.78%
2018
-7.37%-6.27%
2017
22.37%20.44%
2016
11.65%10.37%
2015
2.55%-1.07%
2014
8.08%10.96%
2013
30.51%31.50%
2012
16.22%14.96%
2011
-2.65%-1.27%
2010
13.13%14.01%
2009
32.30%28.17%
2008
-40.16%-37.79%
2007
12.61%6.16%
2006
18.19%14.17%
2005
10.74%5.88%
2004
12.92%10.02%
2003
30.90%27.05%
2002
N/A-22.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.27%2.69%N/AN/A
20235.73%7.65%-2.98%13.11%
2022-5.97%-15.95%-5.41%10.62%
20216.12%7.07%-1.39%8.49%
2020-21.07%19.00%6.74%13.75%
201911.74%2.61%-0.29%10.74%
2018-0.72%2.32%4.40%-12.66%
20176.39%2.94%4.99%6.43%
20160.28%3.21%3.92%3.80%
20151.39%1.11%-7.28%7.88%
20140.14%4.76%0.29%2.73%
20138.50%3.33%6.10%9.72%
201211.36%-3.78%6.23%2.11%
20116.40%-0.61%-17.11%11.06%
20104.11%-11.63%11.87%9.93%
2009-6.96%16.86%14.92%5.88%
2008-7.98%0.30%-15.28%-23.47%
20072.28%8.25%2.97%-1.22%
20067.11%1.18%1.91%7.01%
2005-0.86%1.25%7.72%2.41%
20041.48%0.86%0.68%9.58%
2003-6.00%15.95%3.51%16.03%
2002-17.79%6.86%N/AN/A

Rank in category (by total return)

YTD54
1-month76
3-month74
1-year31
3-year55
5-year69

Load adjusted returns

1-year26.99%
3-year7.95%
5-year13.59%
10-year10.85%