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American Funds Fundamental Invs 529-F-2 (FFXFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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81.29+0.16 (+0.20%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return15.05%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (Jun 30, 2024)26.15%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return26.15%
Worst 3-Yr Total Return8.94%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFFXFXCategory
YTD11.58%5.31%
1-Month3.91%-4.19%
3-Month4.27%3.90%
1-Year30.73%20.31%
3-Year8.50%6.48%
5-Year14.43%11.78%
10-Year11.58%10.96%
Last Bull Market29.06%25.56%
Last Bear Market-15.75%-15.11%

Annual Total Return (%) History

Year
FFXFXCategory
2024
N/AN/A
2023
26.15%22.32%
2022
-16.48%-16.96%
2021
22.73%26.07%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.55%N/AN/AN/A
20236.01%7.91%-2.74%13.39%
2022-5.73%-15.75%-5.17%10.89%
20216.37%7.32%-1.14%8.75%

Rank In Category (By Total Return)

YTD27
1-Month67
3-Month20
1-Year14
3-Year42
5-Year57

Load Adjusted Returns

1-Year30.73%
3-Year8.50%
5-Year14.43%
10-Year11.58%