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American Funds Fundamental Invs C (AFICX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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79.08+0.46 (+0.59%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.34%
5-year average return12.80%
Number of years up17
Number of years down5
Best 1-yr total return (26 Mar 2024)32.26%
Worst 1-yr total return (26 Mar 2024)N/A
Best 3-yr total return32.26%
Worst 3-yr total return4.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAFICXCategory
YTD6.84%14.84%
1-month5.77%1.65%
3-month13.06%7.55%
1-year28.97%40.47%
3-year9.36%16.77%
5-year11.91%16.15%
10-year10.50%13.21%
Last bull market37.16%24.09%
Last bear market-15.95%-17.61%

Annual total return (%) history

Year
AFICXCategory
2023
24.92%N/A
2022
-17.30%N/A
2021
21.59%N/A
2020
14.08%15.83%
2019
26.65%28.78%
2018
-7.35%-6.27%
2017
22.37%20.44%
2016
11.65%10.37%
2015
2.56%-1.07%
2014
8.08%10.96%
2013
30.45%31.50%
2012
16.21%14.96%
2011
-2.67%-1.27%
2010
13.13%14.01%
2009
32.26%28.17%
2008
-40.16%-37.79%
2007
12.65%6.16%
2006
18.23%14.17%
2005
10.76%5.88%
2004
12.96%10.02%
2003
30.93%27.05%
2002
-18.06%-22.25%
2001
N/A-13.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20235.75%7.65%-2.97%13.11%
2022-5.96%-15.95%-5.41%10.62%
20216.12%7.07%-1.38%8.51%
2020-21.05%19.00%6.74%13.76%
201911.76%2.60%-0.28%10.77%
2018-0.71%2.32%4.41%-12.65%
20176.39%2.92%5.01%6.43%
20160.28%3.21%3.90%3.82%
20151.41%1.10%-7.28%7.89%
20140.16%4.76%0.27%2.72%
20138.47%3.32%6.09%9.72%
201211.37%-3.82%6.25%2.11%
20116.42%-0.64%-17.11%11.05%
20104.10%-11.61%11.83%9.95%
2009-7.00%16.92%14.93%5.84%
2008-7.99%0.30%-15.30%-23.45%
20072.28%8.23%3.00%-1.20%
20067.12%1.16%1.94%7.02%
2005-0.85%1.24%7.76%2.40%
20041.49%0.83%0.73%9.58%
2003-6.02%16.01%3.48%16.06%
20022.24%-8.75%-17.76%6.80%
20014.33%-15.67%11.53%N/A

Rank in category (by total return)

YTD48
1-month20
3-month20
1-year40
3-year74
5-year77

Load adjusted returns

1-year27.97%
3-year9.36%
5-year11.91%
10-year10.50%