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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.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.29%
5-Year Average Return13.98%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (May 13, 2024)28.00%
Worst 1 Yr Total Return (May 13, 2024)N/A
Best 3-Yr Total Return28.00%
Worst 3-Yr Total Return5.81%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFUNFXCategory
YTD7.43%14.84%
1-Month-3.72%1.65%
3-Month6.25%7.55%
1-Year25.67%40.47%
3-Year7.88%16.77%
5-Year12.07%16.15%
10-Year11.62%13.21%
Last Bull Market29.12%24.09%
Last Bear Market-15.72%-17.61%

Annual Total Return (%) History

Year
FUNFXCategory
2024
N/AN/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/A20.44%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.58%N/AN/AN/A
20236.02%7.93%-2.70%13.41%
2022-5.71%-15.72%-5.14%10.92%
20216.39%7.37%-1.12%8.78%
2020-20.84%19.31%7.03%14.08%
201912.05%2.88%-0.01%11.05%
2018-0.44%2.58%4.70%-12.41%
20173.21%5.29%6.72%N/A

Rank In Category (By Total Return)

YTD15
1-Month22
3-Month9
1-Year13
3-Year26
5-Year54

Load Adjusted Returns

1-Year25.67%
3-Year7.88%
5-Year12.07%
10-Year11.62%