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American Funds Fundamental Invs F2 (FINFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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76.48-0.41 (-0.53%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.92%
5-year average return12.28%
Number of years up12
Number of years down3
Best 1-yr total return (15 Apr 2024)33.72%
Worst 1-yr total return (15 Apr 2024)N/A
Best 3-yr total return33.72%
Worst 3-yr total return5.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFINFXCategory
YTD11.54%14.84%
1-month4.23%1.65%
3-month11.54%7.55%
1-year32.73%40.47%
3-year10.68%16.77%
5-year13.66%16.15%
10-year12.05%13.21%
Last bull market38.28%24.09%
Last bear market-15.75%-17.61%

Annual total return (%) history

Year
FINFXCategory
2024
N/AN/A
2023
26.15%N/A
2022
-16.49%N/A
2021
22.74%N/A
2020
15.20%15.83%
2019
27.87%28.78%
2018
-6.43%-6.27%
2017
23.57%20.44%
2016
12.77%10.37%
2015
3.60%-1.07%
2014
9.18%10.96%
2013
31.80%31.50%
2012
17.39%14.96%
2011
-1.67%-1.27%
2010
14.32%14.01%
2009
33.72%28.17%
2008
N/A-37.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.54%N/AN/AN/A
20236.01%7.90%-2.74%13.39%
2022-5.74%-15.75%-5.17%10.89%
20216.36%7.34%-1.15%8.76%
2020-20.87%19.30%6.99%14.06%
201912.02%2.85%-0.03%11.02%
2018-0.48%2.57%4.68%-12.43%
20176.63%3.18%5.27%6.69%
20160.53%3.46%4.19%4.07%
20151.65%1.37%-7.05%8.17%
20140.42%5.02%0.54%2.97%
20138.76%3.60%6.36%9.97%
201211.64%-3.57%6.53%2.37%
20116.65%-0.37%-16.88%11.33%
20104.38%-11.41%12.14%10.25%
2009-6.71%17.19%15.25%6.13%
2008-23.29%N/AN/AN/A

Rank in category (by total return)

YTD23
1-month14
3-month23
1-year14
3-year40
5-year61

Load adjusted returns

1-year32.73%
3-year10.68%
5-year13.66%
10-year12.05%