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American Funds Fundamental Invs R3 (RFNCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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78.35+1.04 (+1.35%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.10%
5-year average return12.10%
Number of years up17
Number of years down4
Best 1-yr total return (5 May 2024)32.93%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return32.93%
Worst 3-yr total return5.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRFNCXCategory
YTD7.18%14.84%
1-month-3.78%1.65%
3-month6.06%7.55%
1-year24.85%40.47%
3-year7.18%16.77%
5-year11.35%16.15%
10-year10.99%13.21%
Last bull market28.77%24.09%
Last bear market-15.86%-17.61%

Annual total return (%) history

Year
RFNCXCategory
2024
N/AN/A
2023
25.46%N/A
2022
-16.95%N/A
2021
22.08%N/A
2020
14.58%15.83%
2019
27.17%28.78%
2018
-6.95%-6.27%
2017
22.94%20.44%
2016
12.14%10.37%
2015
3.04%-1.07%
2014
8.56%10.96%
2013
31.09%31.50%
2012
16.78%14.96%
2011
-2.22%-1.27%
2010
13.69%14.01%
2009
32.93%28.17%
2008
-39.90%-37.79%
2007
13.16%6.16%
2006
18.75%14.17%
2005
11.26%5.88%
2004
13.41%10.02%
2003
31.45%27.05%
2002
N/A-22.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.40%N/AN/AN/A
20235.85%7.77%-2.87%13.23%
2022-5.88%-15.86%-5.29%10.73%
20216.22%7.18%-1.28%8.61%
2020-20.97%19.13%6.84%13.90%
201911.86%2.72%-0.17%10.87%
2018-0.62%2.43%4.54%-12.56%
20176.51%3.05%5.12%6.56%
20160.39%3.32%4.03%3.93%
20151.53%1.23%-7.19%8.03%
20140.25%4.88%0.40%2.83%
20138.60%3.44%6.23%9.84%
201211.52%-3.72%6.37%2.25%
20116.50%-0.49%-17.00%11.17%
20104.22%-11.51%11.98%10.09%
2009-6.87%17.06%15.04%5.99%
2008-7.87%0.41%-15.20%-23.38%
20072.39%8.39%3.10%-1.09%
20067.23%1.30%2.05%7.13%
2005-0.72%1.36%7.84%2.53%
20041.60%0.96%0.79%9.70%
2003-5.88%16.09%3.60%16.12%
2002-17.64%6.91%N/AN/A

Rank in category (by total return)

YTD17
1-month24
3-month10
1-year16
3-year43
5-year67

Load adjusted returns

1-year24.85%
3-year7.18%
5-year11.35%
10-year10.99%