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American Funds Fundamental Invs R2E (RFEBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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79.00+0.31 (+0.39%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.40%
5-Year Average Return12.62%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (May 9, 2024)27.00%
Worst 1 Yr Total Return (May 9, 2024)N/A
Best 3-Yr Total Return27.00%
Worst 3-Yr Total Return4.96%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRFEBXCategory
YTD7.13%14.84%
1-Month-3.79%1.65%
3-Month6.04%7.55%
1-Year24.65%40.47%
3-Year7.02%16.77%
5-Year11.18%16.15%
10-Year10.88%13.21%
Last Bull Market28.67%24.09%
Last Bear Market-15.89%-17.61%

Annual Total Return (%) History

Year
RFEBXCategory
2024
N/AN/A
2023
25.27%N/A
2022
-17.07%N/A
2021
21.89%N/A
2020
14.39%15.83%
2019
27.00%28.78%
2018
-7.08%-6.27%
2017
22.74%20.44%
2016
12.04%10.37%
2015
3.09%-1.07%
2014
N/A10.96%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.34%N/AN/AN/A
20235.82%7.71%-2.89%13.18%
2022-5.91%-15.89%-5.33%10.68%
20216.19%7.15%-1.32%8.56%
2020-21.01%19.09%6.82%13.84%
201911.82%2.69%-0.22%10.84%
2018-0.64%2.39%4.49%-12.59%
20176.45%3.02%5.08%6.51%
20160.40%3.28%4.00%3.88%
20151.62%1.28%-7.24%8.00%
20142.95%N/AN/AN/A

Rank In Category (By Total Return)

YTD18
1-Month24
3-Month11
1-Year17
3-Year46
5-Year69

Load Adjusted Returns

1-Year24.65%
3-Year7.02%
5-Year11.18%
10-Year10.88%