American Funds Fundamental Invs 529A (CFNAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Performance overview
Morningstar return ratingN/A1
Year-to-date return8.33%
5-year average return11.97%
Number of years up17
Number of years down4
Best 1-yr total return (23 Apr 2024)33.30%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return33.30%
Worst 3-yr total return5.43%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnCFNAXCategory
YTD11.46%14.84%
1-month4.20%1.65%
3-month11.46%7.55%
1-year32.39%40.47%
3-year10.40%16.77%
5-year13.37%16.15%
10-year11.75%13.21%
Last bull market37.98%24.09%
Last bear market-15.80%-17.61%
Annual total return (%) history
YearCFNAXCategory
2024N/AN/A
202325.81%N/A
2022-16.70%N/A
202122.45%N/A
202014.88%15.83%
201927.53%28.78%
2018-6.68%-6.27%
201723.28%20.44%
201612.44%10.37%
20153.28%-1.07%
20148.85%10.96%
201331.39%31.50%
201217.03%14.96%
2011-1.96%-1.27%
201013.98%14.01%
200933.30%28.17%
2008-39.71%-37.79%
200713.49%6.16%
200619.16%14.17%
200511.60%5.88%
200413.77%10.02%
200331.99%27.05%
2002N/A-22.25%
Past quarterly returns (%)
YearQ1Q2Q3Q4
202411.46%N/AN/AN/A
20235.92%7.83%-2.80%13.31%
2022-5.80%-15.80%-5.22%10.82%
20216.31%7.27%-1.21%8.70%
2020-20.92%19.21%6.93%13.97%
201911.92%2.79%-0.10%10.97%
2018-0.54%2.49%4.61%-12.49%
20176.57%3.13%5.19%6.63%
20160.45%3.40%4.10%3.99%
20151.58%1.30%-7.12%8.07%
20140.34%4.94%0.45%2.92%
20138.68%3.50%6.29%9.90%
201211.56%-3.65%6.45%2.28%
20116.59%-0.44%-16.96%11.25%
20104.27%-11.46%12.07%10.15%
2009-6.82%17.15%15.10%6.10%
2008-7.80%0.48%-15.14%-23.32%
20072.46%8.46%3.17%-1.02%
20067.34%1.36%2.16%7.21%
2005-0.65%1.42%7.94%2.61%
20041.66%1.07%0.88%9.77%
2003-5.80%16.20%3.70%16.28%
2002-8.60%-17.61%7.02%N/A
Rank in category (by total return)
YTD23
1-month14
3-month23
1-year14
3-year46
5-year64
Load adjusted returns
1-year27.75%
3-year9.10%
5-year12.56%
10-year11.35%
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