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MARKETS LIVE BLOG
STOCKS JUMP AFTER U.S. INFLATION REPORT RELEASE
Roundhill Magnificent Seven ETF hit all-time high on Wednesday
American Funds Fundamental Invs F3 (FUNFX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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79.97
+0.57
(+0.72%)
As of 08:05AM EDT. Market open.
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
12.29%
5-Year Average Return
13.98%
Number of Years Up
4
Number of Years Down
2
Best 1 Yr Total Return (May 13, 2024)
28.00%
Worst 1 Yr Total Return (May 13, 2024)
N/A
Best 3-Yr Total Return
28.00%
Worst 3-Yr Total Return
5.81%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
FUNFX
Category
YTD
7.43%
14.84%
1-Month
-3.72%
1.65%
3-Month
6.25%
7.55%
1-Year
25.67%
40.47%
3-Year
7.88%
16.77%
5-Year
12.07%
16.15%
10-Year
11.62%
13.21%
Last Bull Market
29.12%
24.09%
Last Bear Market
-15.72%
-17.61%
Annual Total Return (%) History
Year
FUNFX
Category
2024
N/A
N/A
2023
26.26%
N/A
2022
-16.40%
N/A
2021
22.86%
N/A
2020
15.32%
15.83%
2019
28.00%
28.78%
2018
-6.34%
-6.27%
2017
N/A
20.44%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
11.58%
N/A
N/A
N/A
2023
6.02%
7.93%
-2.70%
13.41%
2022
-5.71%
-15.72%
-5.14%
10.92%
2021
6.39%
7.37%
-1.12%
8.78%
2020
-20.84%
19.31%
7.03%
14.08%
2019
12.05%
2.88%
-0.01%
11.05%
2018
-0.44%
2.58%
4.70%
-12.41%
2017
3.21%
5.29%
6.72%
N/A
Rank In Category (By Total Return)
YTD
15
1-Month
22
3-Month
9
1-Year
13
3-Year
26
5-Year
54
Load Adjusted Returns
1-Year
25.67%
3-Year
7.88%
5-Year
12.07%
10-Year
11.62%
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