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American Funds Fundamental Invs R6 (RFNGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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81.41+0.02 (+0.02%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.23%
5-year average return14.10%
Number of years up11
Number of years down3
Best 1-yr total return (25 June 2024)31.94%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return31.94%
Worst 3-yr total return5.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRFNGXCategory
YTD11.63%5.31%
1-month3.92%-4.19%
3-month4.29%3.90%
1-year30.85%20.31%
3-year8.61%6.48%
5-year14.62%11.78%
10-year11.84%10.96%
Last bull market29.09%25.56%
Last bear market-15.73%-15.11%

Annual total return (%) history

Year
RFNGXCategory
2024
N/AN/A
2023
26.26%22.32%
2022
-16.40%-16.96%
2021
22.88%26.07%
2020
15.30%15.83%
2019
28.02%28.78%
2018
-6.33%-6.27%
2017
23.72%20.44%
2016
12.88%10.37%
2015
3.71%-1.07%
2014
9.27%10.96%
2013
31.94%31.50%
2012
17.53%14.96%
2011
-1.57%-1.27%
2010
14.39%14.01%
2009
N/A28.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.58%N/AN/AN/A
20236.03%7.93%-2.70%13.40%
2022-5.71%-15.73%-5.14%10.91%
20216.41%7.35%-1.11%8.78%
2020-20.84%19.32%7.03%14.06%
201912.04%2.88%-0.01%11.07%
2018-0.45%2.60%4.70%-12.40%
20176.68%3.20%5.31%6.71%
20160.55%3.50%4.20%4.10%
20151.68%1.41%-7.04%8.19%
20140.44%5.04%0.54%3.01%
20138.78%3.62%6.39%10.02%
201211.69%-3.55%6.53%2.41%
20116.70%-0.35%-16.88%11.36%
20104.37%-11.39%12.20%10.24%
200915.23%6.18%N/AN/A

Rank in category (by total return)

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

Load adjusted returns

1-year30.85%
3-year8.61%
5-year14.62%
10-year11.84%