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American Funds Fundamental Invs 529F1 (CFNFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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81.23+0.19 (+0.23%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.30%
5-year average return13.96%
Number of years up17
Number of years down4
Best 1-yr total return (24 Jun 2024)33.56%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return33.56%
Worst 3-yr total return5.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCFNFXCategory
YTD11.55%5.31%
1-month3.91%-4.19%
3-month4.25%3.90%
1-year30.64%20.31%
3-year8.42%6.48%
5-year14.44%11.78%
10-year11.66%10.96%
Last bull market29.01%25.56%
Last bear market-15.76%-15.11%

Annual total return (%) history

Year
CFNFXCategory
2024
N/AN/A
2023
26.03%22.32%
2022
-16.56%-16.96%
2021
22.68%26.07%
2020
15.19%15.83%
2019
27.84%28.78%
2018
-6.48%-6.27%
2017
23.52%20.44%
2016
12.70%10.37%
2015
3.51%-1.07%
2014
9.09%10.96%
2013
31.69%31.50%
2012
17.25%14.96%
2011
-1.75%-1.27%
2010
14.22%14.01%
2009
33.56%28.17%
2008
-39.59%-37.79%
2007
13.69%6.16%
2006
19.39%14.17%
2005
11.68%5.88%
2004
13.73%10.02%
2003
31.72%27.05%
2002
N/A-22.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.53%N/AN/AN/A
20235.97%7.89%-2.76%13.36%
2022-5.76%-15.76%-5.19%10.86%
20216.37%7.31%-1.16%8.74%
2020-20.88%19.28%7.00%14.07%
201912.00%2.87%-0.06%11.03%
2018-0.49%2.55%4.68%-12.45%
20176.61%3.18%5.25%6.69%
20160.51%3.44%4.16%4.07%
20151.62%1.35%-7.08%8.16%
20140.39%5.00%0.50%2.97%
20138.74%3.58%6.32%9.96%
201211.59%-3.58%6.48%2.34%
20116.62%-0.36%-16.92%11.32%
20104.33%-11.42%12.14%10.21%
2009-6.75%17.16%15.16%6.15%
2008-7.76%0.53%-15.09%-23.29%
20072.51%8.49%3.25%-0.99%
20067.39%1.41%2.18%7.29%
2005-0.69%1.44%7.99%2.66%
20041.67%1.02%0.89%9.75%
2003-5.85%16.14%3.67%16.20%
20027.06%N/AN/AN/A

Rank in category (by total return)

YTD27
1-month67
3-month20
1-year14
3-year44
5-year57

Load adjusted returns

1-year30.64%
3-year8.42%
5-year14.44%
10-year11.66%