American Funds Fundamental Invs R2 (RFNBX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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As of 08:05AM EDT. Market open.
Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return7.05%
5-Year Average Return10.85%
Number of Years Up17
Number of Years Down4
Best 1 Yr Total Return (Apr 29, 2024)32.22%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return32.22%
Worst 3-Yr Total Return4.65%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnRFNBXCategory
YTD11.28%14.84%
1-Month4.14%1.65%
3-Month11.28%7.55%
1-Year31.43%40.47%
3-Year9.59%16.77%
5-Year12.53%16.15%
10-Year10.95%13.21%
Last Bull Market37.14%24.09%
Last Bear Market-15.94%-17.61%
Annual Total Return (%) History
YearRFNBXCategory
2024N/AN/A
202324.90%N/A
2022-17.33%N/A
202121.55%N/A
202014.05%15.83%
201926.62%28.78%
2018-7.37%-6.27%
201722.39%20.44%
201611.65%10.37%
20152.61%-1.07%
20148.11%10.96%
201330.55%31.50%
201216.24%14.96%
2011-2.64%-1.27%
201013.15%14.01%
200932.22%28.17%
2008-40.19%-37.79%
200712.61%6.16%
200618.25%14.17%
200510.73%5.88%
200413.02%10.02%
200330.93%27.05%
2002N/A-22.25%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
202411.28%N/AN/AN/A
20235.74%7.64%-2.98%13.10%
2022-5.99%-15.94%-5.42%10.61%
20216.11%7.07%-1.39%8.49%
2020-21.07%19.00%6.75%13.76%
201911.75%2.60%-0.28%10.75%
2018-0.73%2.33%4.41%-12.66%
20176.39%2.93%5.02%6.43%
20160.30%3.22%3.91%3.80%
20151.41%1.14%-7.27%7.89%
20140.17%4.74%0.30%2.74%
20138.49%3.34%6.11%9.74%
201211.36%-3.81%6.27%2.12%
20116.40%-0.60%-17.11%11.06%
20104.11%-11.64%11.87%9.96%
2009-7.00%16.89%14.87%5.89%
2008-7.99%0.29%-15.28%-23.49%
20072.25%8.26%2.98%-1.21%
20067.15%1.16%1.94%7.02%
2005-0.85%1.25%7.73%2.39%
20041.51%0.87%0.73%9.59%
2003-5.98%15.97%3.50%16.02%
2002-17.80%6.86%N/AN/A
Rank In Category (By Total Return)
YTD26
1-Month16
3-Month26
1-Year19
3-Year64
5-Year75
Load Adjusted Returns
1-Year31.43%
3-Year9.59%
5-Year12.53%
10-Year10.95%
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