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American Funds Fundamental Invs 529A (CFNAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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76.79-0.32 (-0.41%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.33%
5-Year Average Return11.97%
Number of Years Up17
Number of Years Down4
Best 1 Yr Total Return (Apr 23, 2024)33.30%
Worst 1 Yr Total Return (Apr 23, 2024)N/A
Best 3-Yr Total Return33.30%
Worst 3-Yr Total Return5.43%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCFNAXCategory
YTD11.46%14.84%
1-Month4.20%1.65%
3-Month11.46%7.55%
1-Year32.39%40.47%
3-Year10.40%16.77%
5-Year13.37%16.15%
10-Year11.75%13.21%
Last Bull Market37.98%24.09%
Last Bear Market-15.80%-17.61%

Annual Total Return (%) History

Year
CFNAXCategory
2024
N/AN/A
2023
25.81%N/A
2022
-16.70%N/A
2021
22.45%N/A
2020
14.88%15.83%
2019
27.53%28.78%
2018
-6.68%-6.27%
2017
23.28%20.44%
2016
12.44%10.37%
2015
3.28%-1.07%
2014
8.85%10.96%
2013
31.39%31.50%
2012
17.03%14.96%
2011
-1.96%-1.27%
2010
13.98%14.01%
2009
33.30%28.17%
2008
-39.71%-37.79%
2007
13.49%6.16%
2006
19.16%14.17%
2005
11.60%5.88%
2004
13.77%10.02%
2003
31.99%27.05%
2002
N/A-22.25%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.46%N/AN/AN/A
20235.92%7.83%-2.80%13.31%
2022-5.80%-15.80%-5.22%10.82%
20216.31%7.27%-1.21%8.70%
2020-20.92%19.21%6.93%13.97%
201911.92%2.79%-0.10%10.97%
2018-0.54%2.49%4.61%-12.49%
20176.57%3.13%5.19%6.63%
20160.45%3.40%4.10%3.99%
20151.58%1.30%-7.12%8.07%
20140.34%4.94%0.45%2.92%
20138.68%3.50%6.29%9.90%
201211.56%-3.65%6.45%2.28%
20116.59%-0.44%-16.96%11.25%
20104.27%-11.46%12.07%10.15%
2009-6.82%17.15%15.10%6.10%
2008-7.80%0.48%-15.14%-23.32%
20072.46%8.46%3.17%-1.02%
20067.34%1.36%2.16%7.21%
2005-0.65%1.42%7.94%2.61%
20041.66%1.07%0.88%9.77%
2003-5.80%16.20%3.70%16.28%
2002-8.60%-17.61%7.02%N/A

Rank In Category (By Total Return)

YTD23
1-Month14
3-Month23
1-Year14
3-Year46
5-Year64

Load Adjusted Returns

1-Year27.75%
3-Year9.10%
5-Year12.56%
10-Year11.35%