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American Funds Fundamental Invs R5E (RFNHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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79.80+0.56 (+0.71%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.21%
5-Year Average Return13.81%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (May 13, 2024)27.84%
Worst 1 Yr Total Return (May 13, 2024)N/A
Best 3-Yr Total Return27.84%
Worst 3-Yr Total Return5.65%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRFNHXCategory
YTD7.36%14.84%
1-Month-3.73%1.65%
3-Month6.21%7.55%
1-Year25.46%40.47%
3-Year7.71%16.77%
5-Year11.91%16.15%
10-Year11.52%13.21%
Last Bull Market29.01%24.09%
Last Bear Market-15.76%-17.61%

Annual Total Return (%) History

Year
RFNHXCategory
2024
N/AN/A
2023
26.07%N/A
2022
-16.54%N/A
2021
22.71%N/A
2020
15.14%15.83%
2019
27.84%28.78%
2018
-6.46%-6.27%
2017
23.55%20.44%
2016
12.62%10.37%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.52%N/AN/AN/A
20235.97%7.89%-2.73%13.35%
2022-5.76%-15.76%-5.18%10.87%
20216.36%7.32%-1.15%8.75%
2020-20.87%19.26%6.99%14.04%
201912.02%2.85%-0.05%11.02%
2018-0.47%2.55%4.67%-12.45%
20176.62%3.18%5.27%6.67%
20160.50%3.42%4.14%4.04%

Rank In Category (By Total Return)

YTD16
1-Month22
3-Month10
1-Year13
3-Year30
5-Year57

Load Adjusted Returns

1-Year25.46%
3-Year7.71%
5-Year11.91%
10-Year11.52%