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American Funds Fundamental Invs A (ANCFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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83.31+0.36 (+0.43%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.75%
5-year average return13.52%
Number of years up37
Number of years down8
Best 1-yr total return (11 Jul 2024)33.36%
Worst 1-yr total return (11 Jul 2024)N/A
Best 3-yr total return33.36%
Worst 3-yr total return5.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnANCFXCategory
YTD14.70%5.31%
1-month2.89%-4.19%
3-month2.89%3.90%
1-year26.35%20.31%
3-year8.92%6.48%
5-year13.43%11.78%
10-year11.60%10.96%
Last bull market28.94%25.56%
Last bear market-15.80%-15.11%

Annual total return (%) history

Year
ANCFXCategory
2024
N/AN/A
2023
25.88%22.32%
2022
-16.67%-16.96%
2021
22.49%26.07%
2020
14.95%15.83%
2019
27.60%28.78%
2018
-6.60%-6.27%
2017
23.37%20.44%
2016
12.54%10.37%
2015
3.38%-1.07%
2014
8.96%10.96%
2013
31.50%31.50%
2012
17.14%14.96%
2011
-1.89%-1.27%
2010
14.05%14.01%
2009
33.36%28.17%
2008
-39.70%-37.79%
2007
13.55%6.16%
2006
19.24%14.17%
2005
11.68%5.88%
2004
13.91%10.02%
2003
31.96%27.05%
2002
-17.34%-22.25%
2001
-9.55%-13.50%
2000
4.27%-6.31%
1999
24.58%20.16%
1998
16.72%22.39%
1997
26.67%28.37%
1996
19.99%20.76%
1995
34.21%32.35%
1994
1.33%-0.93%
1993
18.16%N/A
1992
9.58%N/A
1991
30.34%N/A
1990
-6.24%N/A
1989
28.56%N/A
1988
15.95%N/A
1987
3.78%N/A
1986
22.14%N/A
1985
30.24%N/A
1984
5.79%N/A
1983
26.24%N/A
1982
34.05%N/A
1981
-1.21%N/A
1980
21.25%N/A
1979
15.35%N/A
1978
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.48%2.89%N/AN/A
20235.94%7.86%-2.80%13.33%
2022-5.79%-15.80%-5.22%10.82%
20216.30%7.28%-1.20%8.71%
2020-20.91%19.23%6.94%13.99%
201911.96%2.80%-0.09%10.96%
2018-0.52%2.53%4.63%-12.48%
20176.60%3.13%5.22%6.65%
20160.50%3.40%4.13%4.00%
20151.60%1.32%-7.11%8.11%
20140.36%4.96%0.49%2.94%
20138.69%3.54%6.30%9.92%
201211.57%-3.61%6.44%2.33%
20116.60%-0.43%-16.93%11.27%
20104.32%-11.47%12.07%10.19%
2009-6.78%17.14%15.13%6.07%
2008-7.80%0.50%-15.10%-23.34%
20072.47%8.47%3.19%-1.00%
20067.35%1.37%2.17%7.24%
2005-0.62%1.44%7.96%2.61%
20041.69%1.08%0.94%9.79%
2003-5.85%16.24%3.70%16.28%
20022.43%-8.56%-17.59%7.10%
2001-8.47%4.61%-15.48%11.77%
20007.03%-1.08%0.88%-2.38%
19996.55%9.75%-4.93%12.07%
199811.10%1.56%-10.41%15.46%
19972.43%13.98%9.93%-1.30%
19965.14%1.98%3.47%8.15%
19958.58%9.49%6.45%6.04%
1994-2.57%0.28%4.35%-0.61%
19936.37%2.33%4.86%3.52%
1992-0.36%0.57%2.20%6.99%
199114.53%0.42%4.90%8.04%
19900.22%4.53%-17.24%8.16%
19897.75%8.08%12.42%-1.81%
19884.92%9.35%-0.97%2.05%
198720.92%4.92%5.07%-22.15%
198615.74%5.13%-6.13%6.93%
19854.99%7.87%-2.30%17.72%
1984-6.01%-3.39%9.00%6.88%
198311.62%9.10%0.13%3.54%
1982-2.39%1.86%12.12%20.25%
19815.85%0.32%-10.41%3.83%
1980-5.14%10.36%9.63%5.65%
19795.78%2.05%7.96%-1.02%
1978-4.27%N/AN/AN/A

Rank in category (by total return)

YTD39
1-month51
3-month54
1-year17
3-year41
5-year59

Load adjusted returns

1-year19.09%
3-year6.79%
5-year12.10%
10-year10.94%