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American Funds Fundamental Invs R2 (RFNBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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76.31-0.32 (-0.42%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.64%
5-year average return11.04%
Number of years up17
Number of years down4
Best 1-yr total return (24 Apr 2024)32.22%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return32.22%
Worst 3-yr total return4.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
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

Year
RFNBXCategory
2024
N/AN/A
2023
24.90%N/A
2022
-17.33%N/A
2021
21.55%N/A
2020
14.05%15.83%
2019
26.62%28.78%
2018
-7.37%-6.27%
2017
22.39%20.44%
2016
11.65%10.37%
2015
2.61%-1.07%
2014
8.11%10.96%
2013
30.55%31.50%
2012
16.24%14.96%
2011
-2.64%-1.27%
2010
13.15%14.01%
2009
32.22%28.17%
2008
-40.19%-37.79%
2007
12.61%6.16%
2006
18.25%14.17%
2005
10.73%5.88%
2004
13.02%10.02%
2003
30.93%27.05%
2002
N/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%