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American Funds Fundamental Investors Class R-2E (RFEBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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76.91-0.52 (-0.67%)
At close: 08:00PM EST

Performance overview

Morningstar return rating★★
Year-to-date return8.63%
5-year average return0.00%
Number of years up5
Number of years down1
Best 1-yr total return (3 Feb 2019)27.00%
Worst 1-yr total return (3 Feb 2019)-7.08%
Best 3-yr total return27.00%
Worst 3-yr total return8.51%

Trailing returns (%) vs. Benchmarks

ReturnRFEBXCategory
YTD16.15%14.84%
1-month-2.82%1.65%
3-month-2.02%7.55%
1-year19.65%40.47%
3-year16.01%16.77%
5-year13.31%16.15%
10-year0.00%13.21%
Last bull market23.42%24.09%
Last bear market-19.79%-17.61%

Annual total return (%) history

Year
RFEBXCategory
2021
N/AN/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
20216.19%7.15%-1.32%N/A
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)

YTD83
1-month42
3-month87
1-year73
3-year80
5-year78

Load adjusted returns

1-year27.82%
3-year12.55%
5-year14.08%
10-year14.79%